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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
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 $1.37T 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 $94.8B AUM 24.11% 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

Hillcrest Wealth Advisors's TIP Position: Q1 2026 in Review

Hillcrest Wealth Advisors increased its iShares TIPS Bond ETF (TIP) stake by 21% in Q1 2026, buying an estimated $1.57M and bringing the position to 83,245 shares worth $9.19M. The position accounts for 3.72% of the portfolio, ranked #10.

Hillcrest Wealth Advisors first reported a position in TIP in Q4 2018 and has held it in 30 quarters since. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Hillcrest Wealth Advisors held 83,245 shares of iShares TIPS Bond ETF worth $9.19M as of Q1 2026.
  • Hillcrest Wealth Advisors bought 14,210 iShares TIPS Bond ETF shares in Q1 2026, an estimated $1.57M.
  • iShares TIPS Bond ETF made up 3.72% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #10 holding.
  • Hillcrest Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.