LA
TIP icon

Latitude Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Latitude 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 		$321K Buy
2,936
+12
+0.4% +$1.33K 0.13% 179
2026
Q1 		$323K Sell
2,924
-86
-3% -$9.52K 0.15% 162
2025
Q4 		$331K Buy
3,010
+20
+0.7% +$2.22K 0.15% 151
2025
Q3 		$333K Sell
2,990
-1,397
-32% -$154K 0.15% 138
2025
Q2 		$483K Sell
4,387
-321
-7% -$35K 0.24% 96
2025
Q1 		$523K Sell
4,708
-499
-10% -$54.2K 0.3% 83
2024
Q4 		$555K Sell
5,207
-4,185
-45% -$453K 0.31% 78
2024
Q3 		$1.04M Sell
9,392
-1,647
-15% -$179K 0.59% 42
2024
Q2 		$1.18M Sell
11,039
-554
-5% -$58.9K 0.72% 28
2024
Q1 		$1.25M Buy
11,593
+1,856
+19% +$198K 0.78% 25
2023
Q4 		$1.05M Buy
+9,737
New +$1.02M 0.74% 30
2022
Q2 		– Sell
-4,463
Closed -$556K – 302
2022
Q1 		$556K Sell
4,463
-600
-12% -$75.5K 0.13% 165
2021
Q4 		$654K Buy
5,063
+1,289
+34% +$166K 0.18% 120
2021
Q3 		$482K Buy
+3,774
New +$487K 0.15% 140

Other funds holding TIP

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Latitude Advisors's TIP Position: Q2 2026 in Review

Latitude Advisors increased its iShares TIPS Bond ETF (TIP) stake by 0.41% in Q2 2026, buying an estimated $1.33K and bringing the position to 2,936 shares worth $321K. The position accounts for 0.13% of the portfolio, ranked #179.

Latitude Advisors first reported a position in TIP in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.25M in Q1 2024. 446 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Latitude Advisors held 2,936 shares of iShares TIPS Bond ETF worth $321K as of Q2 2026.
  • Latitude Advisors bought 12 iShares TIPS Bond ETF shares in Q2 2026, an estimated $1.33K.
  • iShares TIPS Bond ETF made up 0.13% of Latitude Advisors's portfolio in Q2 2026, its #179 holding.
  • Latitude Advisors first reported a position in iShares TIPS Bond ETF in Q3 2021 and has held it in 14 quarters since.
  • Latitude Advisors's iShares TIPS Bond ETF position peaked at $1.25M in Q1 2024.
  • 446 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.