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Lloyd Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History

Lloyd Advisory Services’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 		– Sell
-2
Closed -$221 – 975
2026
Q1 		$221 Buy
+2
New +$221 ﹤0.01% 791
2022
Q2 		– Sell
-84
Closed -$10K – 501
2022
Q1 		$10K Sell
84
-238
-74% -$29.9K ﹤0.01% 398
2021
Q4 		$42K Buy
322
+280
+667% +$36.1K 0.02% 227
2021
Q3 		$5K Buy
+42
New +$5.42K ﹤0.01% 316
2021
Q1 		– Sell
-4
Closed -$1K – 412
2020
Q4 		$1K Hold
4
– – ﹤0.01% 350
2020
Q3 		$1K Buy
+4
New +$502 ﹤0.01% 314
2020
Q1 		– Sell
-7
Closed -$825 – 397
2019
Q4 		$1K Buy
+7
New +$814 ﹤0.01% 350

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 22.9% 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

Lloyd Advisory Services's TIP Position: Q2 2026 in Review

Lloyd Advisory Services sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 2 shares — an estimated $221 sold.

Lloyd Advisory Services first reported a position in TIP in Q4 2019 and held it in 7 quarters. The position peaked at $42K in Q4 2021. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Lloyd Advisory Services reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 2 iShares TIPS Bond ETF shares in Q2 2026, an estimated $221.
  • Lloyd Advisory Services first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 7 quarters.
  • Lloyd Advisory Services's iShares TIPS Bond ETF position peaked at $42K in Q4 2021.
  • 1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.