Guardian Wealth Advisors (North Carolina)’s iShares TIPS Bond ETF TIP Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-164	Closed	-$18.2K	–	578
2026 Q1	$18.2K	Buy	+164	New	+$18.2K	﹤0.01%	510
2024 Q3	–	Sell	-2,945	Closed	-$314K	–	471
2024 Q2	$314K	Hold	2,945	–	–	0.04%	196
2024 Q1	$316K	Buy	+2,945	New	+$315K	0.04%	202
2023 Q4	–	Sell	-26	Closed	-$2.7K	–	460
2023 Q3	$2.7K	Sell	26 -97	-79%	-$10.3K	﹤0.01%	390
2023 Q2	$13.2K	Hold	123	–	–	﹤0.01%	331
2023 Q1	$13.6K	Hold	123	–	–	﹤0.01%	325
2022 Q4	$13.1K	Buy	123 +67	+120%	+$7.16K	﹤0.01%	307
2022 Q3	$6K	Sell	56 -285	-84%	-$32.3K	﹤0.01%	306
2022 Q2	$39K	Hold	341	–	–	0.01%	249
2022 Q1	$42K	Hold	341	–	–	0.02%	192
2021 Q4	$44K	Buy	+341	New	+$44K	0.02%	177

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s TIP Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 164 shares — an estimated $18.2K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in TIP in Q4 2021 and held it in 11 quarters. The position peaked at $316K in Q1 2024. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 164 iShares TIPS Bond ETF shares in Q2 2026, an estimated $18.2K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 11 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares TIPS Bond ETF position peaked at $316K in Q1 2024.
1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.