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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Medallion Wealth Advisors's TIP Position: Q1 2026 in Review

Medallion Wealth Advisors increased its iShares TIPS Bond ETF (TIP) stake by 0.22% in Q1 2026, buying an estimated $332 and bringing the position to 1,379 shares worth $152K. The position accounts for 0.05% of the portfolio, ranked #290.

Medallion Wealth Advisors first reported a position in TIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $171K in Q1 2025. 1,014 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Medallion Wealth Advisors held 1,379 shares of iShares TIPS Bond ETF worth $152K as of Q1 2026.
  • Medallion Wealth Advisors bought 3 iShares TIPS Bond ETF shares in Q1 2026, an estimated $332.
  • iShares TIPS Bond ETF made up 0.05% of Medallion Wealth Advisors's portfolio in Q1 2026, its #290 holding.
  • Medallion Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's iShares TIPS Bond ETF position peaked at $171K in Q1 2025.
  • 1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.