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TIP icon

Horizon Investments’s iShares TIPS Bond ETF TIP Stock Holding History

Horizon Investments’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 		$15.1M Sell
140,410
-4,231
-3% -$468K 0.17% 101
2026
Q1 		$15.9M Buy
144,641
+11,099
+8% +$1.23M 0.18% 93
2025
Q4 		$14.7M Buy
133,542
+3,009
+2% +$334K 0.19% 90
2025
Q3 		$14.4M Buy
130,533
+3,679
+3% +$406K 0.19% 95
2025
Q2 		$13.9M Buy
126,854
+13,020
+11% +$1.42M 0.22% 74
2025
Q1 		$12.5M Buy
113,834
+21,292
+23% +$2.31M 0.37% 43
2024
Q4 		$9.86M Buy
92,542
+907
+1% +$98.2K 0.28% 48
2024
Q3 		$10.1M Sell
91,635
-375
-0.4% -$40.7K 0.27% 43
2024
Q2 		$9.77M Buy
92,010
+23,798
+35% +$2.53M 0.27% 49
2024
Q1 		$7.27M Sell
68,212
-335
-0.5% -$35.8K 0.19% 65
2023
Q4 		$7.37M Sell
68,547
-37,030
-35% -$3.87M 0.21% 61
2023
Q3 		$10.9M Buy
105,577
+104,957
+16,929% +$11.1M 0.33% 41
2023
Q2 		$66.3K Sell
620
-365
-37% -$39.7K ﹤0.01% 616
2023
Q1 		$108K Buy
+985
New +$107K ﹤0.01% 597

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 22.9% 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

Horizon Investments's TIP Position: Q2 2026 in Review

Horizon Investments reduced its iShares TIPS Bond ETF (TIP) stake by 2.9% in Q2 2026, selling an estimated $468K and leaving 140,410 shares worth $15.1M. The position accounts for 0.17% of the portfolio, ranked #101.

Horizon Investments first reported a position in TIP in Q1 2023 and has held it in 14 quarters since. The position peaked at $15.9M in Q1 2026. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Horizon Investments held 140,410 shares of iShares TIPS Bond ETF worth $15.1M as of Q2 2026.
  • Horizon Investments sold 4,231 iShares TIPS Bond ETF shares in Q2 2026, an estimated $468K.
  • iShares TIPS Bond ETF made up 0.17% of Horizon Investments's portfolio in Q2 2026, its #101 holding.
  • Horizon Investments first reported a position in iShares TIPS Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Horizon Investments's iShares TIPS Bond ETF position peaked at $15.9M in Q1 2026.
  • 1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.