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Laurel Wealth Advisors (North Carolina)’s iShares TIPS Bond ETF TIP Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q1 		– Sell
-259
Closed -$28.5K – 597
2025
Q4 		$28.5K Buy
+259
New +$28.7K ﹤0.01% 392
2025
Q2 		– Sell
-259
Closed -$28.8K – 616
2025
Q1 		$28.8K Hold
259
– – ﹤0.01% 369
2024
Q4 		$27.6K Hold
259
– – ﹤0.01% 376
2024
Q3 		$28.6K Hold
259
– – ﹤0.01% 370
2024
Q2 		$27.7K Hold
259
– – ﹤0.01% 348
2024
Q1 		$27.8K Hold
259
– – ﹤0.01% 352
2023
Q4 		$27.8K Hold
259
– – 0.01% 332
2023
Q3 		$26.9K Sell
259
-45
-15% -$4.76K 0.01% 334
2023
Q2 		$32.7K Sell
304
-150
-33% -$16.3K 0.01% 321
2023
Q1 		$50.1K Buy
454
+69
+18% +$7.47K 0.01% 281
2022
Q4 		$41K Sell
385
-1,715
-82% -$183K 0.01% 271
2022
Q3 		$220K Sell
2,100
-4,505
-68% -$510K 0.05% 151
2022
Q2 		$752K Sell
6,605
-927
-12% -$110K 0.18% 96
2022
Q1 		$938K Sell
7,532
-350
-4% -$44K 0.2% 94
2021
Q4 		$1.02M Hold
7,882
– – 0.21% 92
2021
Q3 		$1.01M Sell
7,882
-200
-2% -$25.8K 0.22% 87
2021
Q2 		$1.03M Buy
8,082
+1,375
+21% +$175K 0.22% 90
2021
Q1 		$842K Buy
6,707
+100
+2% +$12.7K 0.2% 93
2020
Q4 		$843K Sell
6,607
-155
-2% -$19.6K 0.22% 86
2020
Q3 		$855K Buy
6,762
+350
+5% +$44K 0.26% 80
2020
Q2 		$789K Buy
6,412
+240
+4% +$29.2K 0.26% 82
2020
Q1 		$728K Buy
6,172
+63
+1% +$7.42K 0.27% 79
2019
Q4 		$712K Sell
6,109
-70
-1% -$8.14K 0.22% 86
2019
Q3 		$719K Sell
6,179
-133
-2% -$15.4K 0.25% 83
2019
Q2 		$729K Sell
6,312
-558
-8% -$63.5K 0.26% 83
2019
Q1 		$777K Buy
6,870
+500
+8% +$55.5K 0.28% 78
2018
Q4 		$698K Buy
+6,370
New +$695K 0.28% 76

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s TIP Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares TIPS Bond ETF (TIP) in Q1 2026, closing a stake of 259 shares — an estimated $28.5K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in TIP in Q4 2018 and held it in 27 quarters. The position peaked at $1.03M in Q2 2021. 1,021 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 259 iShares TIPS Bond ETF shares in Q1 2026, an estimated $28.5K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares TIPS Bond ETF in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares TIPS Bond ETF position peaked at $1.03M in Q2 2021.
  • 1,021 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.