HWA
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HCR Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

HCR Wealth 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 		$330K Sell
3,015
-2,700
-47% -$298K 0.03% 201
2026
Q1 		$631K Buy
5,715
+2,700
+90% +$299K 0.07% 135
2025
Q4 		$331K Sell
3,015
-155
-5% -$17.2K 0.03% 188
2025
Q3 		$352K Sell
3,170
-1,175
-27% -$130K 0.04% 179
2025
Q2 		$478K Hold
4,345
– – 0.06% 141
2025
Q1 		$483K Hold
4,345
– – 0.06% 143
2024
Q4 		$463K Hold
4,345
– – 0.06% 144
2024
Q3 		$480K Hold
4,345
– – 0.06% 141
2024
Q2 		$464K Buy
4,345
+262
+6% +$27.9K 0.07% 136
2024
Q1 		$439K Sell
4,083
-450
-10% -$48.1K 0.07% 135
2023
Q4 		$487K Buy
4,533
+12
+0.3% +$1.25K 0.08% 121
2023
Q3 		$469K Hold
4,521
– – 0.1% 106
2023
Q2 		$487K Hold
4,521
– – 0.09% 113
2023
Q1 		$498K Hold
4,521
– – 0.1% 112
2022
Q4 		$481K Hold
4,521
– – 0.1% 113
2022
Q3 		$474K Sell
4,521
-2,100
-32% -$238K 0.1% 108
2022
Q2 		$754K Sell
6,621
-18
-0.3% -$2.13K 0.15% 93
2022
Q1 		$827K Buy
6,639
+26
+0.4% +$3.27K 0.14% 101
2021
Q4 		$854K Buy
6,613
+2,995
+83% +$386K 0.13% 109
2021
Q3 		$462K Hold
3,618
– – 0.08% 141
2021
Q2 		$463K Sell
3,618
-293
-7% -$37.2K 0.08% 134
2021
Q1 		$491K Buy
3,911
+1,955
+100% +$247K 0.1% 128
2020
Q4 		$250K Buy
1,956
+18
+0.9% +$2.27K 0.05% 161
2020
Q3 		$245K Hold
1,938
– – 0.06% 144
2020
Q2 		$239K Hold
1,938
– – 0.06% 136
2020
Q1 		$229K Hold
1,938
– – 0.07% 136
2019
Q4 		$226K Buy
1,938
+25
+1% +$2.91K 0.05% 142
2019
Q3 		$222K Sell
1,913
-189
-9% -$21.9K 0.07% 140
2019
Q2 		$243K Buy
2,102
+84
+4% +$9.55K 0.07% 140
2019
Q1 		$228K Buy
+2,018
New +$224K 0.07% 155

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

HCR Wealth Advisors's TIP Position: Q2 2026 in Review

HCR Wealth Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 47% in Q2 2026, selling an estimated $298K and leaving 3,015 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #201.

HCR Wealth Advisors first reported a position in TIP in Q1 2019 and has held it in 30 quarters since. The position peaked at $854K in Q4 2021. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • HCR Wealth Advisors held 3,015 shares of iShares TIPS Bond ETF worth $330K as of Q2 2026.
  • HCR Wealth Advisors sold 2,700 iShares TIPS Bond ETF shares in Q2 2026, an estimated $298K.
  • iShares TIPS Bond ETF made up 0.03% of HCR Wealth Advisors's portfolio in Q2 2026, its #201 holding.
  • HCR Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • HCR Wealth Advisors's iShares TIPS Bond ETF position peaked at $854K in Q4 2021.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.