ML
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McAdam LLC’s iShares TIPS Bond ETF TIP Stock Holding History

McAdam LLC’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 		$290K Sell
2,652
-254
-9% -$28.1K 0.01% 385
2026
Q1 		$321K Sell
2,906
-116
-4% -$12.8K 0.01% 328
2025
Q4 		$332K Sell
3,022
-357
-11% -$39.6K 0.02% 312
2025
Q3 		$376K Buy
3,379
+188
+6% +$20.8K 0.02% 258
2025
Q2 		$351K Sell
3,191
-489
-13% -$53.3K 0.02% 258
2025
Q1 		$409K Sell
3,680
-24
-0.6% -$2.61K 0.03% 214
2024
Q4 		$395K Sell
3,704
-1,188
-24% -$129K 0.02% 232
2024
Q3 		$540K Sell
4,892
-887
-15% -$96.4K 0.03% 191
2024
Q2 		$617K Sell
5,779
-201
-3% -$21.4K 0.04% 151
2024
Q1 		$642K Sell
5,980
-834
-12% -$89.1K 0.04% 150
2023
Q4 		$732K Buy
6,814
+843
+14% +$88.1K 0.05% 131
2023
Q3 		$619K Buy
5,971
+736
+14% +$77.9K 0.05% 137
2023
Q2 		$563K Sell
5,235
-782
-13% -$85.2K 0.05% 145
2023
Q1 		$663K Buy
+6,017
New +$651K 0.06% 134
2022
Q4 		– Sell
-3,038
Closed -$319K – 225
2022
Q3 		$319K Buy
3,038
+29
+1% +$3.28K 0.03% 160
2022
Q2 		$343K Buy
3,009
+1,233
+69% +$146K 0.04% 158
2022
Q1 		$221K Buy
+1,776
New +$223K 0.02% 192
2018
Q4 		– Sell
-946
Closed -$104K – 545
2018
Q3 		$104K Hold
946
– – 0.04% 102
2018
Q2 		$107K Sell
946
-116
-11% -$13K 0.04% 95
2018
Q1 		$120K Buy
+1,062
New +$120K 0.06% 86

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

McAdam LLC's TIP Position: Q2 2026 in Review

McAdam LLC reduced its iShares TIPS Bond ETF (TIP) stake by 8.7% in Q2 2026, selling an estimated $28.1K and leaving 2,652 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #385.

McAdam LLC first reported a position in TIP in Q1 2018 and has held it in 20 quarters since. The position peaked at $732K in Q4 2023. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • McAdam LLC held 2,652 shares of iShares TIPS Bond ETF worth $290K as of Q2 2026.
  • McAdam LLC sold 254 iShares TIPS Bond ETF shares in Q2 2026, an estimated $28.1K.
  • iShares TIPS Bond ETF made up 0.01% of McAdam LLC's portfolio in Q2 2026, its #385 holding.
  • McAdam LLC first reported a position in iShares TIPS Bond ETF in Q1 2018 and has held it in 20 quarters since.
  • McAdam LLC's iShares TIPS Bond ETF position peaked at $732K in Q4 2023.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.