Gradient Capital Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $227K | Hold |
2,070
| – | – | 0.05% | 167 |
|
|
2026
Q1 | $228K | Hold |
2,070
| – | – | 0.06% | 163 |
|
|
2025
Q4 | $228K | Hold |
2,070
| – | – | 0.06% | 163 |
|
|
2025
Q3 | $230K | Hold |
2,070
| – | – | 0.06% | 154 |
|
|
2025
Q2 | $228K | Hold |
2,070
| – | – | 0.07% | 149 |
|
|
2025
Q1 | $230K | Hold |
2,070
| – | – | 0.08% | 148 |
|
|
2024
Q4 | $221K | Sell |
2,070
-49
| -2% | -$5.3K | 0.07% | 146 |
|
|
2024
Q3 | $234K | Hold |
2,119
| – | – | 0.08% | 141 |
|
|
2024
Q2 | $226K | Sell |
2,119
-103
| -5% | -$11K | 0.08% | 136 |
|
|
2024
Q1 | $239K | Hold |
2,222
| – | – | 0.09% | 131 |
|
|
2023
Q4 | $239K | Sell |
2,222
-219
| -9% | -$22.9K | 0.09% | 130 |
|
|
2023
Q3 | $253K | Sell |
2,441
-212
| -8% | -$22.4K | 0.11% | 125 |
|
|
2023
Q2 | $286K | Hold |
2,653
| – | – | 0.11% | 119 |
|
|
2023
Q1 | $292K | Hold |
2,653
| – | – | 0.12% | 110 |
|
|
2022
Q4 | $282K | Sell |
2,653
-54
| -2% | -$5.77K | 0.13% | 110 |
|
|
2022
Q3 | $284K | Buy |
2,707
+1
| +0% | +$113 | 0.14% | 103 |
|
|
2022
Q2 | $308K | Hold |
2,706
| – | – | 0.15% | 94 |
|
|
2022
Q1 | $337K | Sell |
2,706
-13
| -0.5% | -$1.64K | 0.14% | 95 |
|
|
2021
Q4 | $351K | Sell |
2,719
-530
| -16% | -$68.3K | 0.15% | 92 |
|
|
2021
Q3 | $415K | Sell |
3,249
-267
| -8% | -$34.4K | 0.19% | 84 |
|
|
2021
Q2 | $450K | Buy |
3,516
+50
| +1% | +$6.35K | 0.21% | 81 |
|
|
2021
Q1 | $435K | Sell |
3,466
-110
| -3% | -$13.9K | 0.23% | 80 |
|
|
2020
Q4 | $456K | Sell |
3,576
-190
| -5% | -$24K | 0.26% | 68 |
|
|
2020
Q3 | $476K | Sell |
3,766
-65
| -2% | -$8.16K | 0.3% | 65 |
|
|
2020
Q2 | $471K | Hold |
3,831
| – | – | 0.32% | 64 |
|
|
2020
Q1 | $452K | Sell |
3,831
-62
| -2% | -$7.3K | 0.36% | 59 |
|
|
2019
Q4 | $454K | Sell |
3,893
-43
| -1% | -$5K | 0.32% | 65 |
|
|
2019
Q3 | $458K | Sell |
3,936
-173
| -4% | -$20.1K | 0.34% | 60 |
|
|
2019
Q2 | $475K | Sell |
4,109
-270
| -6% | -$30.7K | 0.36% | 57 |
|
|
2019
Q1 | $495K | Sell |
4,379
-935
| -18% | -$104K | 0.39% | 55 |
|
|
2018
Q4 | $582K | Sell |
5,314
-458
| -8% | -$50K | 0.5% | 42 |
|
|
2018
Q3 | $638K | Buy |
5,772
+35
| +0.6% | +$3.91K | 0.54% | 38 |
|
|
2018
Q2 | $648K | Hold |
5,737
| – | – | 0.6% | 37 |
|
|
2018
Q1 | $649K | Sell |
5,737
-62
| -1% | -$6.98K | 0.65% | 33 |
|
|
2017
Q4 | $662K | Buy |
+5,799
| New | +$659K | 0.68% | 32 |
|
Other funds holding TIP
SLI
MG
Gradient Capital Advisors's TIP Position: Q2 2026 in Review
Gradient Capital Advisors held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 2,070 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #167.
Gradient Capital Advisors first reported a position in TIP in Q4 2017 and has held it in 35 quarters since. The position peaked at $662K in Q4 2017. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.
- Gradient Capital Advisors held 2,070 shares of iShares TIPS Bond ETF worth $227K as of Q2 2026.
- Gradient Capital Advisors left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
- iShares TIPS Bond ETF made up 0.05% of Gradient Capital Advisors's portfolio in Q2 2026, its #167 holding.
- Gradient Capital Advisors first reported a position in iShares TIPS Bond ETF in Q4 2017 and has held it in 35 quarters since.
- Gradient Capital Advisors's iShares TIPS Bond ETF position peaked at $662K in Q4 2017.
- 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.
Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.