LSIA
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LaSalle St. Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

LaSalle St. Investment 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 		$508K Buy
4,639
+740
+19% +$81.8K 0.06% 233
2026
Q1 		$430K Buy
3,899
+614
+19% +$68K 0.06% 227
2025
Q4 		$361K Buy
3,285
+102
+3% +$11.3K 0.06% 245
2025
Q3 		$354K Sell
3,183
-303
-9% -$33.5K 0.06% 224
2025
Q2 		$383K Buy
3,486
+1,050
+43% +$115K 0.11% 192
2025
Q1 		$270K Buy
2,436
+10
+0.4% +$1.09K 0.06% 240
2024
Q4 		$258K Buy
2,426
+32
+1% +$3.46K 0.08% 221
2024
Q3 		$264K Sell
2,394
-13
-0.5% -$1.41K 0.1% 161
2024
Q2 		$257K Buy
2,407
+201
+9% +$21.4K 0.13% 123
2024
Q1 		$237K Buy
2,206
+117
+6% +$12.5K 0.13% 120
2023
Q4 		$225K Sell
2,089
-2,138
-51% -$224K 0.15% 109
2023
Q3 		$438K Sell
4,227
-21,287
-83% -$2.25M 0.21% 63
2023
Q2 		$2.75M Sell
25,514
-971
-4% -$106K 1.22% 17
2023
Q1 		$2.92M Sell
26,485
-7,195
-21% -$779K 1.29% 15
2022
Q4 		$3.58M Buy
+33,680
New +$3.6M 1.69% 13

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

LaSalle St. Investment Advisors's TIP Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its iShares TIPS Bond ETF (TIP) stake by 19% in Q2 2026, buying an estimated $81.8K and bringing the position to 4,639 shares worth $508K. The position accounts for 0.06% of the portfolio, ranked #233.

LaSalle St. Investment Advisors first reported a position in TIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.58M in Q4 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • LaSalle St. Investment Advisors held 4,639 shares of iShares TIPS Bond ETF worth $508K as of Q2 2026.
  • LaSalle St. Investment Advisors bought 740 iShares TIPS Bond ETF shares in Q2 2026, an estimated $81.8K.
  • iShares TIPS Bond ETF made up 0.06% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #233 holding.
  • LaSalle St. Investment Advisors first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • LaSalle St. Investment Advisors's iShares TIPS Bond ETF position peaked at $3.58M in Q4 2022.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.