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

Insigneo 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	$2.87M	Buy	26,205 +534	+2%	+$59K	0.11%	141
2026 Q1	$2.83M	Sell	25,671 -2,087	-8%	-$231K	0.2%	92
2025 Q4	$3.05M	Sell	27,758 -2,868	-9%	-$318K	0.22%	84
2025 Q3	$3.41M	Sell	30,626 -477	-2%	-$52.7K	0.24%	70
2025 Q2	$3.42M	Buy	31,103 +4,651	+18%	+$507K	0.29%	57
2025 Q1	$2.94M	Buy	26,452 +487	+2%	+$52.9K	0.3%	65
2024 Q4	$2.77M	Sell	25,965 -3,175	-11%	-$344K	0.29%	64
2024 Q3	$3.22M	Sell	29,140 -144	-0.5%	-$15.6K	0.32%	55
2024 Q2	$3.19M	Buy	+29,284	New	+$3.11M	0.36%	50

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

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

Insigneo Advisory Services increased its iShares TIPS Bond ETF (TIP) stake by 2.1% in Q2 2026, buying an estimated $59K and bringing the position to 26,205 shares worth $2.87M. The position accounts for 0.11% of the portfolio, ranked #141.

Insigneo Advisory Services first reported a position in TIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.42M in Q2 2025. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Insigneo Advisory Services held 26,205 shares of iShares TIPS Bond ETF worth $2.87M as of Q2 2026.
Insigneo Advisory Services bought 534 iShares TIPS Bond ETF shares in Q2 2026, an estimated $59K.
iShares TIPS Bond ETF made up 0.11% of Insigneo Advisory Services's portfolio in Q2 2026, its #141 holding.
Insigneo Advisory Services first reported a position in iShares TIPS Bond ETF in Q2 2024 and has held it in 9 quarters since.
Insigneo Advisory Services's iShares TIPS Bond ETF position peaked at $3.42M in Q2 2025.
1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.