Lutz Financial Services’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.4M | Sell |
130,532
-2,667
| -2% | -$295K | 0.97% | 29 |
|
|
2025
Q4 | $14.6M | Sell |
133,199
-715
| -0.5% | -$79.3K | 1% | 29 |
|
|
2025
Q3 | $14.9M | Sell |
133,914
-929
| -0.7% | -$103K | 1.08% | 28 |
|
|
2025
Q2 | $14.8M | Sell |
134,843
-1,543
| -1% | -$168K | 1.15% | 26 |
|
|
2025
Q1 | $15.2M | Sell |
136,386
-3,227
| -2% | -$351K | 1.24% | 20 |
|
|
2024
Q4 | $14.9M | Buy |
139,613
+7,936
| +6% | +$859K | 1.2% | 23 |
|
|
2024
Q3 | $14.5M | Sell |
131,677
-769
| -0.6% | -$83.6K | 1.18% | 24 |
|
|
2024
Q2 | $14.1M | Sell |
132,446
-6,568
| -5% | -$698K | 1.23% | 21 |
|
|
2024
Q1 | $14.9M | Sell |
139,014
-2,341
| -2% | -$250K | 1.3% | 19 |
|
|
2023
Q4 | $15.2M | Sell |
141,355
-23,949
| -14% | -$2.5M | 1.43% | 18 |
|
|
2023
Q3 | $17.1M | Sell |
165,304
-25,712
| -13% | -$2.72M | 1.87% | 12 |
|
|
2023
Q2 | $20.6M | Sell |
191,016
-2,623
| -1% | -$286K | 2.21% | 11 |
|
|
2023
Q1 | $21.3M | Buy |
193,639
+4,846
| +3% | +$524K | 2.44% | 11 |
|
|
2022
Q4 | $20.1M | Buy |
188,793
+70,344
| +59% | +$7.51M | 2.47% | 11 |
|
|
2022
Q3 | $12.4M | Buy |
118,449
+3,641
| +3% | +$412K | 1.7% | 15 |
|
|
2022
Q2 | $13.1M | Buy |
114,808
+84,310
| +276% | +$10M | 1.73% | 16 |
|
|
2022
Q1 | $3.8M | Buy |
30,498
+1,497
| +5% | +$188K | 0.47% | 36 |
|
|
2021
Q4 | $3.75M | Sell |
29,001
-45
| -0.2% | -$5.8K | 0.46% | 37 |
|
|
2021
Q3 | $3.71M | Sell |
29,046
-487
| -2% | -$62.8K | 0.48% | 37 |
|
|
2021
Q2 | $3.78M | Sell |
29,533
-290
| -1% | -$36.8K | 0.5% | 37 |
|
|
2021
Q1 | $3.74M | Buy |
29,823
+686
| +2% | +$86.8K | 0.55% | 35 |
|
|
2020
Q4 | $3.72M | Sell |
29,137
-538
| -2% | -$67.9K | 0.61% | 33 |
|
|
2020
Q3 | $3.75M | Sell |
29,675
-810
| -3% | -$102K | 0.72% | 32 |
|
|
2020
Q2 | $3.75M | Sell |
30,485
-1,328
| -4% | -$161K | 0.76% | 30 |
|
|
2020
Q1 | $3.75M | Sell |
31,813
-1,927
| -6% | -$227K | 0.83% | 29 |
|
|
2019
Q4 | $3.93M | Sell |
33,740
-1,263
| -4% | -$147K | 0.7% | 29 |
|
|
2019
Q3 | $4.07M | Buy |
35,003
+2,398
| +7% | +$278K | 0.78% | 26 |
|
|
2019
Q2 | $3.77M | Sell |
32,605
-2,745
| -8% | -$312K | 0.74% | 28 |
|
|
2019
Q1 | $4M | Sell |
35,350
-503
| -1% | -$55.8K | 0.82% | 25 |
|
|
2018
Q4 | $3.93M | Sell |
35,853
-549
| -2% | -$59.9K | 0.88% | 28 |
|
|
2018
Q3 | $4.03M | Buy |
36,402
+5,908
| +19% | +$660K | 0.89% | 22 |
|
|
2018
Q2 | $3.44M | Sell |
30,494
-384
| -1% | -$43.1K | 0.98% | 22 |
|
|
2018
Q1 | $3.49M | Sell |
30,878
-331
| -1% | -$37.3K | 1.03% | 21 |
|
|
2017
Q4 | $3.56M | Buy |
+31,209
| New | +$3.55M | 1.04% | 22 |
|
Other funds holding TIP
SLI
Lutz Financial Services's TIP Position: Q1 2026 in Review
Lutz Financial Services reduced its iShares TIPS Bond ETF (TIP) stake by 2% in Q1 2026, selling an estimated $295K and leaving 130,532 shares worth $14.4M. The position accounts for 0.97% of the portfolio, ranked #29.
Lutz Financial Services first reported a position in TIP in Q4 2017 and has held it in 34 quarters since. The position peaked at $21.3M in Q1 2023. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.
- Lutz Financial Services held 130,532 shares of iShares TIPS Bond ETF worth $14.4M as of Q1 2026.
- Lutz Financial Services sold 2,667 iShares TIPS Bond ETF shares in Q1 2026, an estimated $295K.
- iShares TIPS Bond ETF made up 0.97% of Lutz Financial Services's portfolio in Q1 2026, its #29 holding.
- Lutz Financial Services first reported a position in iShares TIPS Bond ETF in Q4 2017 and has held it in 34 quarters since.
- Lutz Financial Services's iShares TIPS Bond ETF position peaked at $21.3M in Q1 2023.
- 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.
Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.