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Hardy Reed’s iShares TIPS Bond ETF TIP Stock Holding History

Hardy Reed’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 		$467K Hold
4,272
– – 0.03% 160
2026
Q1 		$471K Hold
4,272
– – 0.03% 148
2025
Q4 		$470K Buy
4,272
+573
+15% +$63.6K 0.03% 141
2025
Q3 		$411K Sell
3,699
-226
-6% -$25K 0.03% 161
2025
Q2 		$432K Hold
3,925
– – 0.03% 146
2025
Q1 		$436K Hold
3,925
– – 0.04% 140
2024
Q4 		$418K Sell
3,925
-481
-11% -$52.1K 0.04% 148
2024
Q3 		$487K Hold
4,406
– – 0.04% 134
2024
Q2 		$470K Sell
4,406
-391
-8% -$41.6K 0.05% 129
2024
Q1 		$515K Sell
4,797
-504
-10% -$53.9K 0.06% 64
2023
Q4 		$570K Sell
5,301
-587
-10% -$61.4K 0.08% 60
2023
Q3 		$611K Sell
5,888
-183
-3% -$19.4K 0.11% 48
2023
Q2 		$653K Sell
6,071
-498
-8% -$54.2K 0.12% 46
2023
Q1 		$724K Sell
6,569
-134
-2% -$14.5K 0.13% 48
2022
Q4 		$714K Sell
6,703
-8,097
-55% -$865K 0.13% 50
2022
Q3 		$1.55M Sell
14,800
-627
-4% -$71K 0.34% 21
2022
Q2 		$1.76M Sell
15,427
-94
-0.6% -$11.1K 0.38% 21
2022
Q1 		$1.93M Sell
15,521
-873
-5% -$110K 0.36% 19
2021
Q4 		$2.12M Sell
16,394
-2,919
-15% -$376K 0.35% 24
2021
Q3 		$2.47M Sell
19,313
-1,076
-5% -$139K 0.44% 23
2021
Q2 		$2.61M Sell
20,389
-449
-2% -$57K 0.46% 22
2021
Q1 		$2.62M Sell
20,838
-3,133
-13% -$397K 0.5% 21
2020
Q4 		$3.06M Sell
23,971
-4,007
-14% -$505K 0.64% 20
2020
Q3 		$3.54M Sell
27,978
-3,480
-11% -$437K 0.89% 15
2020
Q2 		$3.87M Sell
31,458
-6,545
-17% -$796K 1.37% 14
2020
Q1 		$4.48M Sell
38,003
-4,474
-11% -$527K 2.05% 11
2019
Q4 		$4.95M Sell
42,477
-5,240
-11% -$609K 1.85% 12
2019
Q3 		$5.55M Sell
47,717
-34,621
-42% -$4.02M 2.22% 11
2019
Q2 		$9.51M Sell
82,338
-38,392
-32% -$4.37M 3.74% 9
2019
Q1 		$13.7M Sell
120,730
-4,263
-3% -$473K 5% 5
2018
Q4 		$13.7M Buy
+124,993
New +$13.6M 5.61% 4

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hardy Reed's TIP Position: Q2 2026 in Review

Hardy Reed held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 4,272 shares worth $467K. The position accounts for 0.03% of the portfolio, ranked #160.

Hardy Reed first reported a position in TIP in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.7M in Q4 2018. 1,021 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Hardy Reed held 4,272 shares of iShares TIPS Bond ETF worth $467K as of Q2 2026.
  • Hardy Reed left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.03% of Hardy Reed's portfolio in Q2 2026, its #160 holding.
  • Hardy Reed first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Hardy Reed's iShares TIPS Bond ETF position peaked at $13.7M in Q4 2018.
  • 1,021 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Hardy Reed's 13F filing for Q2 2026, filed 3 Aug 2026.