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 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 $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Insigneo Advisory Services's TIP Position: Q1 2026 in Review

Insigneo Advisory Services reduced its iShares TIPS Bond ETF (TIP) stake by 7.5% in Q1 2026, selling an estimated $231K and leaving 25,671 shares worth $2.83M. The position accounts for 0.2% of the portfolio, ranked #92.

Insigneo Advisory Services first reported a position in TIP in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.42M in Q2 2025. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Insigneo Advisory Services held 25,671 shares of iShares TIPS Bond ETF worth $2.83M as of Q1 2026.
Insigneo Advisory Services sold 2,087 iShares TIPS Bond ETF shares in Q1 2026, an estimated $231K.
iShares TIPS Bond ETF made up 0.2% of Insigneo Advisory Services's portfolio in Q1 2026, its #92 holding.
Insigneo Advisory Services first reported a position in iShares TIPS Bond ETF in Q2 2024 and has held it in 8 quarters since.
Insigneo Advisory Services's iShares TIPS Bond ETF position peaked at $3.42M in Q2 2025.
1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.