Kovack Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.27M | Buy |
20,525
+15,064
| +276% | +$1.67M | 0.12% | 162 |
|
|
2025
Q4 | $600K | Buy |
5,461
+816
| +18% | +$90.5K | 0.03% | 534 |
|
|
2025
Q3 | $517K | Sell |
4,645
-4,815
| -51% | -$532K | 0.05% | 319 |
|
|
2025
Q2 | $1.04M | Buy |
9,460
+5
| +0.1% | +$545 | 0.1% | 194 |
|
|
2025
Q1 | $1.05M | Buy |
9,455
+1,523
| +19% | +$165K | 0.11% | 169 |
|
|
2024
Q4 | $845K | Buy |
7,932
+576
| +8% | +$62.4K | 0.08% | 195 |
|
|
2024
Q3 | $813K | Sell |
7,356
-2,694
| -27% | -$293K | 0.09% | 190 |
|
|
2024
Q2 | $1.07M | Sell |
10,050
-4,484
| -31% | -$477K | 0.12% | 161 |
|
|
2024
Q1 | $1.56M | Sell |
14,534
-554
| -4% | -$59.2K | 0.19% | 109 |
|
|
2023
Q4 | $1.62M | Sell |
15,088
-687
| -4% | -$71.8K | 0.19% | 112 |
|
|
2023
Q3 | $1.64M | Sell |
15,775
-5,001
| -24% | -$529K | 0.23% | 98 |
|
|
2023
Q2 | $2.24M | Sell |
20,776
-10,975
| -35% | -$1.2M | 0.29% | 72 |
|
|
2023
Q1 | $3.5M | Sell |
31,751
-1,080
| -3% | -$117K | 0.48% | 35 |
|
|
2022
Q4 | $3.49M | Sell |
32,831
-2,860
| -8% | -$305K | 0.51% | 34 |
|
|
2022
Q3 | $3.74M | Buy |
35,691
+6,551
| +22% | +$742K | 0.55% | 31 |
|
|
2022
Q2 | $3.32M | Sell |
29,140
-26,912
| -48% | -$3.19M | 0.44% | 42 |
|
|
2022
Q1 | $6.98M | Buy |
56,052
+25,928
| +86% | +$3.26M | 0.72% | 15 |
|
|
2021
Q4 | $3.89M | Buy |
30,124
+7,018
| +30% | +$905K | 0.38% | 50 |
|
|
2021
Q3 | $2.95M | Sell |
23,106
-1,448
| -6% | -$187K | 0.32% | 77 |
|
|
2021
Q2 | $3.14M | Buy |
24,554
+9,930
| +68% | +$1.26M | 0.36% | 68 |
|
|
2021
Q1 | $1.83M | Sell |
14,624
-4,536
| -24% | -$574K | 0.24% | 112 |
|
|
2020
Q4 | $2.45M | Buy |
19,160
+183
| +1% | +$23.1K | 0.35% | 69 |
|
|
2020
Q3 | $2.4M | Buy |
18,977
+2,556
| +16% | +$321K | 0.43% | 52 |
|
|
2020
Q2 | $2.02M | Buy |
16,421
+1,128
| +7% | +$137K | 0.39% | 65 |
|
|
2020
Q1 | $1.8M | Buy |
15,293
+31
| +0.2% | +$3.65K | 0.42% | 61 |
|
|
2019
Q4 | $1.78M | Buy |
15,262
+6,698
| +78% | +$779K | 0.32% | 78 |
|
|
2019
Q3 | $996K | Buy |
8,564
+997
| +13% | +$116K | 0.2% | 127 |
|
|
2019
Q2 | $874K | Buy |
7,567
+5,333
| +239% | +$606K | 0.2% | 126 |
|
|
2019
Q1 | $253K | Buy |
+2,234
| New | +$248K | 0.06% | 328 |
|
|
2018
Q1 | – | Sell |
-4,340
| Closed | -$495K | – | 536 |
|
|
2017
Q4 | $495K | Buy |
4,340
+1,010
| +30% | +$115K | 0.13% | 194 |
|
|
2017
Q3 | $378K | Sell |
3,330
-4,093
| -55% | -$466K | 0.13% | 193 |
|
|
2017
Q2 | $842K | Buy |
7,423
+1,440
| +24% | +$165K | 0.27% | 86 |
|
|
2017
Q1 | $686K | Buy |
5,983
+3,913
| +189% | +$446K | 0.27% | 92 |
|
|
2016
Q4 | $234K | Buy |
+2,070
| New | +$236K | 0.11% | 201 |
|
|
2013
Q3 | – | Sell |
-4,523
| Closed | -$507K | – | 83 |
|
|
2013
Q2 | $507K | Buy |
+4,523
| New | +$535K | 2.99% | 6 |
|
Other funds holding TIP
SLI
Kovack Advisors's TIP Position: Q1 2026 in Review
Kovack Advisors increased its iShares TIPS Bond ETF (TIP) stake by 276% in Q1 2026, buying an estimated $1.67M and bringing the position to 20,525 shares worth $2.27M. The position accounts for 0.12% of the portfolio, ranked #162.
Kovack Advisors first reported a position in TIP in Q2 2013 and has held it in 35 quarters since. The position peaked at $6.98M in Q1 2022. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.
- Kovack Advisors held 20,525 shares of iShares TIPS Bond ETF worth $2.27M as of Q1 2026.
- Kovack Advisors bought 15,064 iShares TIPS Bond ETF shares in Q1 2026, an estimated $1.67M.
- iShares TIPS Bond ETF made up 0.12% of Kovack Advisors's portfolio in Q1 2026, its #162 holding.
- Kovack Advisors first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 35 quarters since.
- Kovack Advisors's iShares TIPS Bond ETF position peaked at $6.98M in Q1 2022.
- 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.
Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.