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Milestones Private Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Milestones Private Investment 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 		$1.47M Buy
13,462
+1,690
+14% +$187K 1.17% 21
2026
Q1 		$1.3M Sell
11,772
-437
-4% -$48.4K 1.14% 29
2025
Q4 		$1.34M Buy
12,209
+1,253
+11% +$139K 0.92% 35
2025
Q3 		$1.22M Buy
10,956
+43
+0.4% +$4.75K 0.83% 38
2025
Q2 		$1.2M Buy
+10,913
New +$1.19M 0.89% 37

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

Milestones Private Investment Advisors's TIP Position: Q2 2026 in Review

Milestones Private Investment Advisors increased its iShares TIPS Bond ETF (TIP) stake by 14% in Q2 2026, buying an estimated $187K and bringing the position to 13,462 shares worth $1.47M. The position accounts for 1.17% of the portfolio, ranked #21.

Milestones Private Investment Advisors first reported a position in TIP in Q2 2025 and has held it in 5 quarters since. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Milestones Private Investment Advisors held 13,462 shares of iShares TIPS Bond ETF worth $1.47M as of Q2 2026.
  • Milestones Private Investment Advisors bought 1,690 iShares TIPS Bond ETF shares in Q2 2026, an estimated $187K.
  • iShares TIPS Bond ETF made up 1.17% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #21 holding.
  • Milestones Private Investment Advisors first reported a position in iShares TIPS Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.