Glass Jacobson Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio TIP Stock Details TIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$264K	Buy	2,408 +89	+4%	+$9.84K	0.08%	172
2026 Q1	$256K	Sell	2,319 -227	-9%	-$25.1K	0.09%	167
2025 Q4	$280K	Buy	2,546 +38	+2%	+$4.21K	0.1%	160
2025 Q3	$279K	Buy	2,508 +250	+11%	+$27.6K	0.1%	161
2025 Q2	$248K	Sell	2,258 -7,921	-78%	-$864K	0.1%	167
2025 Q1	$1.08M	Hold	10,179	–	–	0.36%	86
2024 Q4	$1.08M	Sell	10,179 -881	-8%	-$95.4K	0.36%	86
2024 Q3	$1.22M	Sell	11,060 -157	-1%	-$17.1K	0.41%	79
2024 Q2	$1.2M	Buy	11,217 +59	+0.5%	+$6.27K	0.44%	70
2024 Q1	$1.2M	Sell	11,158 -793	-7%	-$84.7K	0.45%	70
2023 Q4	$1.28M	Sell	11,951 -1,260	-10%	-$132K	0.52%	60
2023 Q3	$1.37M	Sell	13,211 -5,004	-27%	-$530K	0.63%	47
2023 Q2	$1.96M	Buy	+18,215	New	+$1.98M	0.9%	26
2022 Q4	$3.99M	Buy	+37,456	New	+$4M	1.98%	2

Other funds holding TIP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Glass Jacobson Investment Advisors's TIP Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its iShares TIPS Bond ETF (TIP) stake by 3.8% in Q2 2026, buying an estimated $9.84K and bringing the position to 2,408 shares worth $264K. The position accounts for 0.08% of the portfolio, ranked #172.

Glass Jacobson Investment Advisors first reported a position in TIP in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.99M in Q4 2022. 607 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Glass Jacobson Investment Advisors held 2,408 shares of iShares TIPS Bond ETF worth $264K as of Q2 2026.
Glass Jacobson Investment Advisors bought 89 iShares TIPS Bond ETF shares in Q2 2026, an estimated $9.84K.
iShares TIPS Bond ETF made up 0.08% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #172 holding.
Glass Jacobson Investment Advisors first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's iShares TIPS Bond ETF position peaked at $3.99M in Q4 2022.
607 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.