HA
TIP icon

Hegarty Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Hegarty 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 		$302K Sell
2,761
-178
-6% -$19.7K 0.21% 55
2026
Q1 		$324K Hold
2,939
– – 0.26% 49
2025
Q4 		$323K Buy
+2,939
New +$326K 0.28% 45

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Hegarty Advisors's TIP Position: Q2 2026 in Review

Hegarty Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 6.1% in Q2 2026, selling an estimated $19.7K and leaving 2,761 shares worth $302K. The position accounts for 0.21% of the portfolio, ranked #55.

Hegarty Advisors first reported a position in TIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $324K in Q1 2026. 706 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Hegarty Advisors held 2,761 shares of iShares TIPS Bond ETF worth $302K as of Q2 2026.
  • Hegarty Advisors sold 178 iShares TIPS Bond ETF shares in Q2 2026, an estimated $19.7K.
  • iShares TIPS Bond ETF made up 0.21% of Hegarty Advisors's portfolio in Q2 2026, its #55 holding.
  • Hegarty Advisors first reported a position in iShares TIPS Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Hegarty Advisors's iShares TIPS Bond ETF position peaked at $324K in Q1 2026.
  • 706 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Hegarty Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.