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Leavell Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

Leavell Investment Management’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 		$16.3M Buy
148,537
+63,101
+74% +$6.98M 0.59% 30
2026
Q1 		$9.43M Buy
85,436
+62,752
+277% +$6.95M 0.39% 63
2025
Q4 		$2.49M Buy
22,684
+6,239
+38% +$692K 0.1% 192
2025
Q3 		$1.83M Sell
16,445
-435
-3% -$48.1K 0.08% 230
2025
Q2 		$1.86M Buy
16,880
+14,035
+493% +$1.53M 0.08% 221
2025
Q1 		$316K Buy
2,845
+54
+2% +$5.87K 0.02% 460
2024
Q4 		$297K Buy
2,791
+4
+0.1% +$433 0.01% 461
2024
Q3 		$308K Sell
2,787
-56
-2% -$6.08K 0.02% 458
2024
Q2 		$304K Sell
2,843
-31
-1% -$3.3K 0.02% 434
2024
Q1 		$309K Sell
2,874
-317
-10% -$33.9K 0.02% 421
2023
Q4 		$343K Buy
3,191
+625
+24% +$65.3K 0.02% 383
2023
Q3 		$266K Hold
2,566
– – 0.02% 411
2023
Q2 		$276K Sell
2,566
-112
-4% -$12.2K 0.02% 410
2023
Q1 		$295K Buy
2,678
+460
+21% +$49.8K 0.02% 390
2022
Q4 		$236K Sell
2,218
-716
-24% -$76.5K 0.02% 408
2022
Q3 		$308K Buy
2,934
+5
+0.2% +$566 0.02% 370
2022
Q2 		$334K Hold
2,929
– – 0.03% 361
2022
Q1 		$365K Buy
2,929
+587
+25% +$73.8K 0.03% 345
2021
Q4 		$303K Buy
2,342
+361
+18% +$46.5K 0.02% 379
2021
Q3 		$253K Buy
1,981
+150
+8% +$19.3K 0.02% 371
2021
Q2 		$230K Hold
1,831
– – 0.02% 366
2021
Q1 		$230K Buy
+1,831
New +$232K 0.02% 366
2013
Q3 		– Sell
-2,570
Closed -$288K – 388
2013
Q2 		$288K Buy
+2,570
New +$304K 0.05% 297

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

Leavell Investment Management's TIP Position: Q2 2026 in Review

Leavell Investment Management increased its iShares TIPS Bond ETF (TIP) stake by 74% in Q2 2026, buying an estimated $6.98M and bringing the position to 148,537 shares worth $16.3M. The position accounts for 0.59% of the portfolio, ranked #30.

Leavell Investment Management first reported a position in TIP in Q2 2013 and has held it in 23 quarters since. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Leavell Investment Management held 148,537 shares of iShares TIPS Bond ETF worth $16.3M as of Q2 2026.
  • Leavell Investment Management bought 63,101 iShares TIPS Bond ETF shares in Q2 2026, an estimated $6.98M.
  • iShares TIPS Bond ETF made up 0.59% of Leavell Investment Management's portfolio in Q2 2026, its #30 holding.
  • Leavell Investment Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 23 quarters since.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.