IAG
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Investment Advisory Group’s iShares TIPS Bond ETF TIP Stock Holding History

Investment Advisory Group’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 		$254K Hold
2,321
– – 0.06% 180
2026
Q1 		$256K Hold
2,321
– – 0.07% 164
2025
Q4 		$255K Sell
2,321
-200
-8% -$22.2K 0.07% 160
2025
Q3 		$280K Sell
2,521
-95
-4% -$10.5K 0.08% 147
2025
Q2 		$288K Hold
2,616
– – 0.09% 138
2025
Q1 		$291K Hold
2,616
– – 0.1% 131
2024
Q4 		$279K Sell
2,616
-200
-7% -$21.7K 0.09% 130
2024
Q3 		$311K Hold
2,816
– – 0.11% 126
2024
Q2 		$301K Hold
2,816
– – 0.12% 121
2024
Q1 		$302K Sell
2,816
-170
-6% -$18.2K 0.13% 114
2023
Q4 		$321K Sell
2,986
-499
-14% -$52.2K 0.15% 103
2023
Q3 		$362K Sell
3,485
-3,319
-49% -$351K 0.19% 87
2023
Q2 		$732K Buy
6,804
+353
+5% +$38.4K 0.37% 56
2023
Q1 		$711K Sell
6,451
-114
-2% -$12.3K 0.41% 54
2022
Q4 		$699K Sell
6,565
-239
-4% -$25.5K 0.43% 51
2022
Q3 		$714K Sell
6,804
-3
-0% -$340 0.5% 47
2022
Q2 		$774K Buy
6,807
+218
+3% +$25.9K 0.53% 45
2022
Q1 		$818K Buy
6,589
+60
+0.9% +$7.55K 0.5% 47
2021
Q4 		$803K Buy
+6,529
New +$842K 0.51% 43

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

Investment Advisory Group's TIP Position: Q2 2026 in Review

Investment Advisory Group held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 2,321 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #180.

Investment Advisory Group first reported a position in TIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $818K in Q1 2022. 1,021 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Investment Advisory Group held 2,321 shares of iShares TIPS Bond ETF worth $254K as of Q2 2026.
  • Investment Advisory Group left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.06% of Investment Advisory Group's portfolio in Q2 2026, its #180 holding.
  • Investment Advisory Group first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Investment Advisory Group's iShares TIPS Bond ETF position peaked at $818K in Q1 2022.
  • 1,021 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.