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Moneta Group Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Moneta Group 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 		$599K Buy
5,470
+30
+0.6% +$3.32K ﹤0.01% 503
2026
Q1 		$600K Buy
5,440
+348
+7% +$38.5K ﹤0.01% 461
2025
Q4 		$560K Buy
5,092
+828
+19% +$91.9K ﹤0.01% 467
2025
Q3 		$474K Buy
4,264
+1,302
+44% +$144K ﹤0.01% 513
2025
Q2 		$326K Buy
2,962
+60
+2% +$6.54K ﹤0.01% 541
2025
Q1 		$322K Sell
2,902
-272
-9% -$29.5K ﹤0.01% 510
2024
Q4 		$338K Sell
3,174
-928
-23% -$100K ﹤0.01% 508
2024
Q3 		$453K Buy
4,102
+604
+17% +$65.6K 0.01% 429
2024
Q2 		$374K Buy
3,498
+1,610
+85% +$171K 0.01% 441
2024
Q1 		$203K Sell
1,888
-1,903
-50% -$203K ﹤0.01% 571
2023
Q4 		$407K Buy
+3,791
New +$396K 0.01% 371
2023
Q2 		– Sell
-1,817
Closed -$200K – 572
2023
Q1 		$200K Sell
1,817
-4,706
-72% -$509K ﹤0.01% 503
2022
Q4 		$708K Sell
6,523
-2,333
-26% -$249K 0.02% 250
2022
Q3 		$929K Sell
8,856
-107
-1% -$12.1K 0.04% 198
2022
Q2 		$1.02M Buy
8,963
+486
+6% +$57.6K 0.03% 204
2022
Q1 		$1.06M Buy
8,477
+1,488
+21% +$187K 0.04% 196
2021
Q4 		$903K Sell
6,989
-51
-0.7% -$6.58K 0.04% 225
2021
Q3 		$899K Buy
7,040
+2,111
+43% +$272K 0.04% 205
2021
Q2 		$631K Buy
4,929
+523
+12% +$66.4K 0.03% 251
2021
Q1 		$553K Buy
4,406
+912
+26% +$115K 0.03% 246
2020
Q4 		$446K Buy
3,494
+759
+28% +$95.7K 0.03% 210
2020
Q3 		$346K Buy
+2,735
New +$344K 0.03% 209
2019
Q4 		– Sell
-2,055
Closed -$239K – 286
2019
Q3 		$239K Buy
+2,055
New +$239K 0.02% 228
2018
Q2 		– Sell
-150
Closed -$17K – 621
2018
Q1 		$17K Buy
+150
New +$16.9K ﹤0.01% 418

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

Moneta Group Investment Advisors's TIP Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its iShares TIPS Bond ETF (TIP) stake by 0.55% in Q2 2026, buying an estimated $3.32K and bringing the position to 5,470 shares worth $599K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Moneta Group Investment Advisors first reported a position in TIP in Q1 2018 and has held it in 24 quarters since. The position peaked at $1.06M in Q1 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Moneta Group Investment Advisors held 5,470 shares of iShares TIPS Bond ETF worth $599K as of Q2 2026.
  • Moneta Group Investment Advisors bought 30 iShares TIPS Bond ETF shares in Q2 2026, an estimated $3.32K.
  • iShares TIPS Bond ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #503 holding.
  • Moneta Group Investment Advisors first reported a position in iShares TIPS Bond ETF in Q1 2018 and has held it in 24 quarters since.
  • Moneta Group Investment Advisors's iShares TIPS Bond ETF position peaked at $1.06M in Q1 2022.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.