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

Mason Investment 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 Q1	$360K	Buy	3,266 +10	+0.3%	+$1.11K	0.02%	54
2025 Q4	$358K	Sell	3,256 -16,115	-83%	-$1.79M	0.02%	55
2025 Q3	$2.15M	Buy	19,371 +163	+0.8%	+$18K	0.11%	17
2025 Q2	$2.11M	Buy	19,208 +15,988	+497%	+$1.74M	0.12%	15
2025 Q1	$358K	Sell	3,220 -1,461	-31%	-$159K	0.02%	54
2024 Q4	$499K	Buy	4,681 +1,595	+52%	+$173K	0.03%	47
2024 Q3	$341K	Buy	3,086 +278	+10%	+$30.2K	0.02%	54
2024 Q2	$300K	Buy	+2,808	New	+$299K	0.02%	57
2023 Q1	–	Sell	-9,952	Closed	-$1.06M	–	84
2022 Q4	$1.06M	Buy	9,952 +7,081	+247%	+$756K	0.11%	15
2022 Q3	$301K	Buy	+2,871	New	+$325K	0.03%	65
2020 Q2	–	Sell	-6,867	Closed	-$810K	–	84
2020 Q1	$810K	Sell	6,867 -1,823	-21%	-$215K	0.14%	42
2019 Q4	$1.01M	Hold	8,690	–	–	0.15%	51
2019 Q3	$1.01M	Hold	8,690	–	–	0.16%	50
2019 Q2	$1M	Hold	8,690	–	–	0.17%	49
2019 Q1	$983K	Buy	+8,690	New	+$964K	0.27%	43

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mason Investment Advisory Services's TIP Position: Q1 2026 in Review

Mason Investment Advisory Services increased its iShares TIPS Bond ETF (TIP) stake by 0.31% in Q1 2026, buying an estimated $1.11K and bringing the position to 3,266 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #54.

Mason Investment Advisory Services first reported a position in TIP in Q1 2019 and has held it in 15 quarters since. The position peaked at $2.15M in Q3 2025. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Mason Investment Advisory Services held 3,266 shares of iShares TIPS Bond ETF worth $360K as of Q1 2026.
Mason Investment Advisory Services bought 10 iShares TIPS Bond ETF shares in Q1 2026, an estimated $1.11K.
iShares TIPS Bond ETF made up 0.02% of Mason Investment Advisory Services's portfolio in Q1 2026, its #54 holding.
Mason Investment Advisory Services first reported a position in iShares TIPS Bond ETF in Q1 2019 and has held it in 15 quarters since.
Mason Investment Advisory Services's iShares TIPS Bond ETF position peaked at $2.15M in Q3 2025.
1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.