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HeadInvest LLC’s iShares TIPS Bond ETF TIP Stock Holding History

HeadInvest LLC’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
-2,019
Closed -$223K – 231
2026
Q1 		$223K Sell
2,019
-878
-30% -$97.2K 0.05% 212
2025
Q4 		$318K Sell
2,897
-230
-7% -$25.5K 0.06% 176
2025
Q3 		$348K Hold
3,127
– – 0.07% 171
2025
Q2 		$344K Sell
3,127
-872
-22% -$95.1K 0.07% 170
2025
Q1 		$444K Hold
3,999
– – 0.09% 157
2024
Q4 		$426K Hold
3,999
– – 0.08% 159
2024
Q3 		$442K Sell
3,999
-785
-16% -$85.3K 0.08% 160
2024
Q2 		$511K Hold
4,784
– – 0.1% 138
2024
Q1 		$514K Hold
4,784
– – 0.1% 144
2023
Q4 		$514K Hold
4,784
– – 0.11% 136
2023
Q3 		$492K Hold
4,784
– – 0.11% 130
2023
Q2 		$506K Hold
4,784
– – 0.11% 135
2023
Q1 		$527K Hold
4,784
– – 0.12% 130
2022
Q4 		$509K Sell
4,784
-744
-13% -$79.5K 0.11% 130
2022
Q3 		$580K Sell
5,528
-115
-2% -$13K 0.14% 114
2022
Q2 		$643K Sell
5,643
-400
-7% -$47.4K 0.14% 109
2022
Q1 		$753K Buy
6,043
+828
+16% +$104K 0.14% 110
2021
Q4 		$674K Buy
5,215
+94
+2% +$12.1K 0.12% 124
2021
Q3 		$654K Buy
5,121
+99
+2% +$12.8K 0.12% 117
2021
Q2 		$642K Buy
5,022
+136
+3% +$17.3K 0.12% 119
2021
Q1 		$613K Buy
4,886
+769
+19% +$97.3K 0.13% 122
2020
Q4 		$526K Buy
+4,117
New +$519K 0.11% 128
2019
Q3 		– Sell
-3,132
Closed -$362K – 201
2019
Q2 		$362K Hold
3,132
– – 0.1% 127
2019
Q1 		$354K Sell
3,132
-3,132
-50% -$347K 0.1% 135
2018
Q4 		$686K Buy
6,264
+3,132
+100% +$342K 0.11% 128
2018
Q3 		$346K Buy
+3,132
New +$350K 0.1% 132

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

HeadInvest LLC's TIP Position: Q2 2026 in Review

HeadInvest LLC sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 2,019 shares — an estimated $223K sold.

HeadInvest LLC first reported a position in TIP in Q3 2018 and held it in 26 quarters. The position peaked at $753K in Q1 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • HeadInvest LLC reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • HeadInvest LLC sold 2,019 iShares TIPS Bond ETF shares in Q2 2026, an estimated $223K.
  • HeadInvest LLC first reported a position in iShares TIPS Bond ETF in Q3 2018 and held it in 26 quarters.
  • HeadInvest LLC's iShares TIPS Bond ETF position peaked at $753K in Q1 2022.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.