Lido Advisors
TIP icon

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

Lido 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 		$20M Buy
183,104
+64,288
+54% +$7.11M 0.05% 231
2026
Q1 		$13.1M Sell
118,816
-66,032
-36% -$7.31M 0.04% 275
2025
Q4 		$20.5M Buy
184,848
+1,617
+0.9% +$179K 0.06% 198
2025
Q3 		$20.4M Buy
183,231
+80,852
+79% +$8.93M 0.06% 192
2025
Q2 		$11.3M Buy
102,379
+70,702
+223% +$7.71M 0.04% 241
2025
Q1 		$3.52M Sell
31,677
-171
-0.5% -$18.6K 0.02% 409
2024
Q4 		$3.39M Buy
31,848
+1,160
+4% +$126K 0.02% 404
2024
Q3 		$3.39M Buy
30,688
+689
+2% +$74.9K 0.02% 365
2024
Q2 		$3.2M Buy
29,999
+727
+2% +$77.3K 0.02% 358
2024
Q1 		$3.14M Buy
29,272
+1,872
+7% +$200K 0.02% 350
2023
Q4 		$2.95M Sell
27,400
-373
-1% -$39K 0.02% 335
2023
Q3 		$2.88M Buy
27,773
+3,180
+13% +$337K 0.02% 317
2023
Q2 		$2.65M Buy
24,593
+19,161
+353% +$2.09M 0.02% 321
2023
Q1 		$599K Buy
5,432
+1,080
+25% +$117K 0.01% 618
2022
Q4 		$464K Buy
4,352
+424
+11% +$45.3K 0.01% 616
2022
Q3 		$412K Buy
3,928
+1,204
+44% +$136K 0.01% 614
2022
Q2 		$310K Sell
2,724
-369
-12% -$43.8K ﹤0.01% 730
2022
Q1 		$385K Sell
3,093
-1,122
-27% -$141K ﹤0.01% 708
2021
Q4 		$544K Buy
4,215
+837
+25% +$108K 0.01% 585
2021
Q3 		$431K Buy
3,378
+326
+11% +$42K 0.01% 642
2021
Q2 		$391K Sell
3,052
-202
-6% -$25.7K 0.01% 616
2021
Q1 		$408K Buy
3,254
+252
+8% +$31.9K 0.01% 559
2020
Q4 		$383K Buy
3,002
+558
+23% +$70.4K 0.01% 552
2020
Q3 		$309K Buy
2,444
+24
+1% +$3.02K 0.01% 477
2020
Q2 		$298K Buy
2,420
+258
+12% +$31.4K 0.01% 449
2020
Q1 		$255K Sell
2,162
-1,158
-35% -$136K 0.01% 453
2019
Q4 		$387K Buy
+3,320
New +$386K 0.02% 441

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

Lido Advisors's TIP Position: Q2 2026 in Review

Lido Advisors increased its iShares TIPS Bond ETF (TIP) stake by 54% in Q2 2026, buying an estimated $7.11M and bringing the position to 183,104 shares worth $20M. The position accounts for 0.05% of the portfolio, ranked #231.

Lido Advisors first reported a position in TIP in Q4 2019 and has held it in 27 quarters since. The position peaked at $20.5M in Q4 2025. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Lido Advisors held 183,104 shares of iShares TIPS Bond ETF worth $20M as of Q2 2026.
  • Lido Advisors bought 64,288 iShares TIPS Bond ETF shares in Q2 2026, an estimated $7.11M.
  • iShares TIPS Bond ETF made up 0.05% of Lido Advisors's portfolio in Q2 2026, its #231 holding.
  • Lido Advisors first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Lido Advisors's iShares TIPS Bond ETF position peaked at $20.5M in Q4 2025.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.