Medallion Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Medallion Wealth 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	$94.8K	Sell	866 -513	-37%	-$56.7K	0.03%	358
2026 Q1	$152K	Buy	1,379 +3	+0.2%	+$332	0.05%	290
2025 Q4	$151K	Sell	1,376 -90	-6%	-$9.98K	0.05%	281
2025 Q3	$163K	Sell	1,466 -42	-3%	-$4.64K	0.06%	259
2025 Q2	$166K	Sell	1,508 -32	-2%	-$3.49K	0.06%	252
2025 Q1	$171K	Buy	1,540 +45	+3%	+$4.89K	0.08%	221
2024 Q4	$163K	Buy	+1,495	New	+$162K	0.08%	211

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Medallion Wealth Advisors's TIP Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 37% in Q2 2026, selling an estimated $56.7K and leaving 866 shares worth $94.8K. The position accounts for 0.03% of the portfolio, ranked #358.

Medallion Wealth Advisors first reported a position in TIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $171K in Q1 2025. 1,022 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Medallion Wealth Advisors held 866 shares of iShares TIPS Bond ETF worth $94.8K as of Q2 2026.
Medallion Wealth Advisors sold 513 iShares TIPS Bond ETF shares in Q2 2026, an estimated $56.7K.
iShares TIPS Bond ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q2 2026, its #358 holding.
Medallion Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's iShares TIPS Bond ETF position peaked at $171K in Q1 2025.
1,022 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.