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

LexAurum 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 		$318K Buy
2,910
+412
+16% +$45.5K 0.04% 330
2026
Q1 		$276K Buy
+2,498
New +$276K 0.04% 335
2025
Q3 		$268K Buy
2,414
+117
+5% +$12.9K 0.04% 321
2025
Q2 		$253K Sell
2,297
-616
-21% -$67.2K 0.04% 304
2025
Q1 		$324K Buy
2,913
+351
+14% +$38.1K 0.06% 257
2024
Q4 		$273K Buy
2,562
+28
+1% +$3.03K 0.05% 273
2024
Q3 		$280K Sell
2,534
-1,451
-36% -$158K 0.06% 239
2024
Q2 		$426K Sell
3,985
-680
-15% -$72.3K 0.1% 177
2024
Q1 		$501K Sell
4,665
-1,106
-19% -$118K 0.13% 149
2023
Q4 		$620K Sell
5,771
-158
-3% -$16.5K 0.16% 131
2023
Q3 		$615K Buy
5,929
+1,913
+48% +$202K 0.18% 118
2023
Q2 		$432K Sell
4,016
-903
-18% -$98.3K 0.13% 147
2023
Q1 		$542K Sell
4,919
-443
-8% -$47.9K 0.18% 118
2022
Q4 		$571K Sell
5,362
-307
-5% -$32.8K 0.2% 108
2022
Q3 		$595K Buy
5,669
+19
+0.3% +$2.15K 0.23% 95
2022
Q2 		$644K Sell
5,650
-209
-4% -$24.8K 0.24% 88
2022
Q1 		$730K Buy
5,859
+239
+4% +$30.1K 0.24% 92
2021
Q4 		$726K Buy
5,620
+146
+3% +$18.8K 0.24% 88
2021
Q3 		$699K Buy
5,474
+2,010
+58% +$259K 0.21% 123
2021
Q2 		$443K Buy
3,464
+675
+24% +$85.8K 0.13% 174
2021
Q1 		$350K Buy
2,789
+242
+10% +$30.6K 0.12% 182
2020
Q4 		$325K Hold
2,547
– – 0.12% 179
2020
Q3 		$322K Sell
2,547
-150
-6% -$18.8K 0.13% 157
2020
Q2 		$332K Hold
2,697
– – 0.18% 125
2020
Q1 		$318K Hold
2,697
– – 0.22% 99
2019
Q4 		$314K Hold
2,697
– – 0.16% 149
2019
Q3 		$314K Sell
2,697
-385
-12% -$44.7K 0.19% 134
2019
Q2 		$356K Sell
3,082
-88
-3% -$10K 0.22% 106
2019
Q1 		$358K Buy
3,170
+50
+2% +$5.55K 0.24% 92
2018
Q4 		$342K Sell
3,120
-421
-12% -$46K 0.26% 85
2018
Q3 		$392K Buy
3,541
+274
+8% +$30.6K 0.27% 84
2018
Q2 		$369K Buy
3,267
+450
+16% +$50.5K 0.33% 79
2018
Q1 		$319K Buy
2,817
+722
+34% +$81.3K 0.27% 95
2017
Q4 		$238K Buy
+2,095
New +$238K 0.22% 119

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

LexAurum Advisors's TIP Position: Q2 2026 in Review

LexAurum Advisors increased its iShares TIPS Bond ETF (TIP) stake by 16% in Q2 2026, buying an estimated $45.5K and bringing the position to 2,910 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #330.

LexAurum Advisors first reported a position in TIP in Q4 2017 and has held it in 34 quarters since. The position peaked at $730K in Q1 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • LexAurum Advisors held 2,910 shares of iShares TIPS Bond ETF worth $318K as of Q2 2026.
  • LexAurum Advisors bought 412 iShares TIPS Bond ETF shares in Q2 2026, an estimated $45.5K.
  • iShares TIPS Bond ETF made up 0.04% of LexAurum Advisors's portfolio in Q2 2026, its #330 holding.
  • LexAurum Advisors first reported a position in iShares TIPS Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • LexAurum Advisors's iShares TIPS Bond ETF position peaked at $730K in Q1 2022.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.