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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hardy Reed's TIP Position: Q1 2026 in Review

Hardy Reed held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 4,272 shares worth $471K. The position accounts for 0.03% of the portfolio, ranked #148.

Hardy Reed first reported a position in TIP in Q4 2018 and has held it in 30 quarters since. The position peaked at $13.7M in Q4 2018. 1,014 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Hardy Reed held 4,272 shares of iShares TIPS Bond ETF worth $471K as of Q1 2026.
  • Hardy Reed left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
  • iShares TIPS Bond ETF made up 0.03% of Hardy Reed's portfolio in Q1 2026, its #148 holding.
  • Hardy Reed first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Hardy Reed's iShares TIPS Bond ETF position peaked at $13.7M in Q4 2018.
  • 1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.