Independent Advisor Alliance’s iShares TIPS Bond ETF TIP Stock Holding History

Independent Advisor Alliance’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	–	Sell	-16,022	Closed	-$1.77M	–	1577
2026 Q1	$1.77M	Buy	+16,022	New	+$1.77M	0.02%	599
2025 Q1	–	Sell	-11,011	Closed	-$1.17M	–	1318
2024 Q4	$1.17M	Buy	+11,011	New	+$1.19M	0.02%	682
2021 Q1	–	Sell	-3,000	Closed	-$383K	–	651
2020 Q4	$383K	Buy	+3,000	New	+$378K	0.03%	399
2020 Q1	–	Sell	-91,454	Closed	-$10.7M	–	811
2019 Q4	$10.7M	Buy	+91,454	New	+$10.6M	0.47%	45
2017 Q2	–	Sell	-16,930	Closed	-$1.95M	–	387
2017 Q1	$1.95M	Buy	+16,930	New	+$1.93M	0.31%	90

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

Independent Advisor Alliance's TIP Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 16,022 shares — an estimated $1.77M sold.

Independent Advisor Alliance first reported a position in TIP in Q1 2017 and held it in 5 quarters. The position peaked at $10.7M in Q4 2019. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 16,022 iShares TIPS Bond ETF shares in Q2 2026, an estimated $1.77M.
Independent Advisor Alliance first reported a position in iShares TIPS Bond ETF in Q1 2017 and held it in 5 quarters.
Independent Advisor Alliance's iShares TIPS Bond ETF position peaked at $10.7M in Q4 2019.
1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.