IFA
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Interactive Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Interactive Financial Advisors’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 		$715K Sell
6,536
-390
-6% -$43.1K 0.44% 41
2026
Q1 		$764K Buy
6,926
+315
+5% +$34.9K 0.5% 37
2025
Q4 		$727K Sell
6,611
-2,814
-30% -$312K 0.47% 36
2025
Q3 		$1.05M Sell
9,425
-374
-4% -$41.3K 0.57% 32
2025
Q2 		$1.08M Sell
9,799
-320
-3% -$34.9K 0.53% 36
2025
Q1 		$1.12M Buy
10,119
+1
+0% +$109 0.59% 33
2024
Q4 		$1.08M Sell
10,118
-1,293
-11% -$140K 0.57% 35
2024
Q3 		$1.26M Sell
11,411
-416
-4% -$45.2K 0.65% 33
2024
Q2 		$1.26M Buy
11,827
+109
+0.9% +$11.6K 0.7% 32
2024
Q1 		$1.26M Buy
11,718
+3,601
+44% +$385K 0.7% 31
2023
Q4 		$1.56M Sell
8,117
-3,240
-29% -$339K 0.84% 26
2023
Q3 		$1.18M Sell
11,357
-990
-8% -$105K 0.79% 28
2023
Q2 		$1.33M Sell
12,347
-1,646
-12% -$179K 0.9% 34
2023
Q1 		$1.54M Buy
13,993
+227
+2% +$24.6K 0.99% 27
2022
Q4 		$1.47M Sell
13,766
-461
-3% -$49.2K 0.88% 28
2022
Q3 		$1.49M Buy
14,227
+2,689
+23% +$305K 0.87% 26
2022
Q2 		$1.32M Sell
11,538
-3,328
-22% -$395K 0.66% 32
2022
Q1 		$1.49M Buy
14,866
+6,305
+74% +$793K 0.7% 34
2021
Q4 		$1.11M Buy
8,561
+1,118
+15% +$144K 0.42% 41
2021
Q3 		$950K Buy
7,443
+806
+12% +$104K 0.42% 43
2021
Q2 		$850K Sell
6,637
-657
-9% -$83.5K 0.35% 44
2021
Q1 		$915K Buy
7,294
+180
+3% +$22.8K 0.38% 44
2020
Q4 		$908K Buy
7,114
+625
+10% +$78.8K 0.41% 41
2020
Q3 		$821K Sell
6,489
-398
-6% -$50K 0.41% 39
2020
Q2 		$847K Buy
6,887
+59
+0.9% +$7.17K 0.42% 36
2020
Q1 		$805K Buy
6,828
+35
+0.5% +$4.12K 0.71% 23
2019
Q4 		$792K Buy
6,793
+21
+0.3% +$2.44K 0.36% 40
2019
Q3 		$788K Buy
6,772
+146
+2% +$16.9K 0.36% 38
2019
Q2 		$765K Buy
6,626
+40
+0.6% +$4.55K 0.35% 38
2019
Q1 		$745K Sell
6,586
-149
-2% -$16.5K 0.36% 34
2018
Q4 		$738K Sell
6,735
-57,261
-89% -$6.25M 0.38% 33
2018
Q3 		$7.08M Buy
63,996
+56,997
+814% +$6.37M 3.36% 9
2018
Q2 		$790K Sell
6,999
-1,099
-14% -$123K 0.37% 35
2018
Q1 		$915K Sell
8,098
-3,057
-27% -$344K 0.44% 36
2017
Q4 		$1.27M Sell
11,155
-786
-7% -$89.4K 0.56% 28
2017
Q3 		$1.36M Sell
11,941
-755
-6% -$86K 0.62% 26
2017
Q2 		$1.44M Sell
12,696
-708
-5% -$80.9K 0.68% 27
2017
Q1 		$1.54M Sell
13,404
-613
-4% -$69.8K 0.75% 25
2016
Q4 		$1.59M Sell
14,017
-280
-2% -$32K 0.8% 25
2016
Q3 		$1.67M Sell
14,297
-143
-1% -$16.6K 0.83% 25
2016
Q2 		$1.69M Sell
14,440
-369
-2% -$42.4K 0.89% 24
2016
Q1 		$1.7M Sell
14,809
-2,124
-13% -$237K 1.04% 21
2015
Q4 		$1.86M Sell
16,933
-875
-5% -$96.7K 1.08% 21
2015
Q3 		$1.97M Sell
17,808
-779
-4% -$86.9K 1.12% 21
2015
Q2 		$2.08M Sell
18,587
-495
-3% -$56K 1.12% 23
2015
Q1 		$2.17M Sell
19,082
-907
-5% -$103K 1.16% 20
2014
Q4 		$2.24M Sell
19,989
-1,205
-6% -$136K 1.23% 17
2014
Q3 		$2.38M Sell
21,194
-555
-3% -$63.5K 1.35% 15
2014
Q2 		$2.51M Sell
21,749
-2,276
-9% -$259K 1.42% 13
2014
Q1 		$2.69M Sell
24,025
-1,345
-5% -$150K 1.56% 12
2013
Q4 		$2.79M Sell
25,370
-1,094
-4% -$122K 1.64% 12
2013
Q3 		$2.98M Sell
26,464
-19,322
-42% -$2.16M 1.82% 13
2013
Q2 		$5.13M Buy
+45,786
New +$5.42M 3.78% 9

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 22.96% 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

Interactive Financial Advisors's TIP Position: Q2 2026 in Review

Interactive Financial Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 5.6% in Q2 2026, selling an estimated $43.1K and leaving 6,536 shares worth $715K. The position accounts for 0.44% of the portfolio, ranked #41.

Interactive Financial Advisors first reported a position in TIP in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.08M in Q3 2018. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Interactive Financial Advisors held 6,536 shares of iShares TIPS Bond ETF worth $715K as of Q2 2026.
  • Interactive Financial Advisors sold 390 iShares TIPS Bond ETF shares in Q2 2026, an estimated $43.1K.
  • iShares TIPS Bond ETF made up 0.44% of Interactive Financial Advisors's portfolio in Q2 2026, its #41 holding.
  • Interactive Financial Advisors first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • Interactive Financial Advisors's iShares TIPS Bond ETF position peaked at $7.08M in Q3 2018.
  • 1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Interactive Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.