IMA Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History

IMA Advisory Services’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	$38.9K	Buy	+356	New	+$39.4K	﹤0.01%	544
2023 Q3	–	Sell	-7	Closed	-$754	–	297
2023 Q2	$754	Sell	7 -16	-70%	-$1.74K	﹤0.01%	284
2023 Q1	$2.54K	Sell	23 -83	-78%	-$8.98K	﹤0.01%	278
2022 Q4	$11.3K	Hold	106	–	–	﹤0.01%	255
2022 Q3	$11K	Hold	106	–	–	﹤0.01%	251
2022 Q2	$12K	Hold	106	–	–	﹤0.01%	257
2022 Q1	$13K	Hold	106	–	–	﹤0.01%	233
2021 Q4	$14K	Hold	106	–	–	﹤0.01%	236
2021 Q3	$14K	Hold	106	–	–	﹤0.01%	223
2021 Q2	$14K	Hold	106	–	–	﹤0.01%	219
2021 Q1	$13K	Hold	106	–	–	﹤0.01%	225
2020 Q4	$14K	Hold	106	–	–	﹤0.01%	209
2020 Q3	$13K	Hold	106	–	–	﹤0.01%	197
2020 Q2	$13K	Sell	106 -43	-29%	-$5.23K	﹤0.01%	194
2020 Q1	$18K	Hold	149	–	–	0.01%	182
2019 Q4	$17K	Hold	149	–	–	0.01%	191
2019 Q3	$17K	Hold	149	–	–	0.01%	193
2019 Q2	$17K	Hold	149	–	–	0.01%	185
2019 Q1	$17K	Sell	149 -12	-7%	-$1.33K	0.01%	193
2018 Q4	$18K	Hold	161	–	–	0.01%	191
2018 Q3	$18K	Sell	161 -43	-21%	-$4.8K	0.01%	195
2018 Q2	$23K	Buy	+204	New	+$22.9K	0.01%	209

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IMA Advisory Services's TIP Position: Q2 2026 in Review

IMA Advisory Services opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 356 shares worth $38.9K. The stake represents ﹤0.01% of the portfolio and ranks #544 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in TIP as recently as Q2 2023.

IMA Advisory Services first reported a position in TIP in Q2 2018 and has held it in 22 quarters since. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

IMA Advisory Services held 356 shares of iShares TIPS Bond ETF worth $38.9K as of Q2 2026.
iShares TIPS Bond ETF was a new IMA Advisory Services position in Q2 2026.
iShares TIPS Bond ETF made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #544 holding.
IMA Advisory Services first reported a position in iShares TIPS Bond ETF in Q2 2018 and has held it in 22 quarters since.
1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.