HWA
TIP icon

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

Hillcrest 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 		$10M Buy
91,445
+8,200
+10% +$906K 3.58% 10
2026
Q1 		$9.19M Buy
83,245
+14,210
+21% +$1.57M 3.72% 10
2025
Q4 		$7.59M Buy
69,035
+19,075
+38% +$2.12M 3.27% 8
2025
Q3 		$5.56M Sell
49,960
-3,125
-6% -$345K 2.5% 12
2025
Q2 		$5.84M Sell
53,085
-2,125
-4% -$232K 2.75% 11
2025
Q1 		$6.13M Sell
55,210
-17,350
-24% -$1.88M 3.04% 10
2024
Q4 		$7.73M Buy
72,560
+9,025
+14% +$977K 3.67% 10
2024
Q3 		$7.02M Sell
63,535
-7,300
-10% -$793K 3.5% 8
2024
Q2 		$7.56M Buy
70,835
+5,250
+8% +$558K 4.07% 8
2024
Q1 		$7.04M Buy
65,585
+5,765
+10% +$616K 3.82% 8
2023
Q4 		$6.43M Sell
59,820
-28,075
-32% -$2.94M 3.54% 8
2023
Q3 		$9.12M Buy
87,895
+45,720
+108% +$4.84M 5.19% 7
2023
Q2 		$4.54M Buy
42,175
+4,625
+12% +$504K 2.68% 9
2023
Q1 		$4.14M Sell
37,550
-2,975
-7% -$322K 2.45% 11
2022
Q4 		$4.31M Buy
40,525
+1,150
+3% +$123K 2.58% 10
2022
Q3 		$4.13M Buy
39,375
+1,025
+3% +$116K 2.62% 9
2022
Q2 		$4.37M Buy
38,350
+10,500
+38% +$1.25M 2.65% 9
2022
Q1 		$3.42M Buy
27,850
+6,237
+29% +$785K 1.89% 15
2021
Q4 		$2.79M Buy
21,613
+1,900
+10% +$245K 1.5% 19
2021
Q3 		$2.52M Sell
19,713
-250
-1% -$32.2K 1.49% 19
2021
Q2 		$2.56M Sell
19,963
-487
-2% -$61.9K 1.55% 19
2021
Q1 		$2.57M Buy
20,450
+7,765
+61% +$983K 1.56% 19
2020
Q4 		$1.62M Buy
12,685
+2,310
+22% +$291K 1.08% 22
2020
Q3 		$1.31M Buy
10,375
+500
+5% +$62.8K 0.93% 24
2020
Q2 		$1.22M Sell
9,875
-500
-5% -$60.8K 1.05% 22
2020
Q1 		$1.22M Sell
10,375
-225
-2% -$26.5K 1.22% 21
2019
Q4 		$1.24M Buy
10,600
+1,075
+11% +$125K 1.03% 20
2019
Q3 		$1.11M Buy
9,525
+3,675
+63% +$427K 0.95% 20
2019
Q2 		$676K Buy
5,850
+25
+0.4% +$2.84K 0.57% 25
2019
Q1 		$659K Sell
5,825
-9,500
-62% -$1.05M 0.58% 26
2018
Q4 		$1.68M Buy
+15,325
New +$1.67M 1.56% 19

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

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

Hillcrest Wealth Advisors increased its iShares TIPS Bond ETF (TIP) stake by 9.9% in Q2 2026, buying an estimated $906K and bringing the position to 91,445 shares worth $10M. The position accounts for 3.58% of the portfolio, ranked #10.

Hillcrest Wealth Advisors first reported a position in TIP in Q4 2018 and has held it in 31 quarters since. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Hillcrest Wealth Advisors held 91,445 shares of iShares TIPS Bond ETF worth $10M as of Q2 2026.
  • Hillcrest Wealth Advisors bought 8,200 iShares TIPS Bond ETF shares in Q2 2026, an estimated $906K.
  • iShares TIPS Bond ETF made up 3.58% of Hillcrest Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • Hillcrest Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.