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Money Concepts Capital’s iShares TIPS Bond ETF TIP Stock Holding History

Money Concepts Capital’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 		$2.11M Buy
19,109
+5,445
+40% +$603K 0.12% 179
2025
Q4 		$1.5M Sell
13,664
-23,735
-63% -$2.63M 0.08% 211
2025
Q3 		$4.16M Buy
37,399
+13
+0% +$1.44K 0.26% 83
2025
Q2 		$4.11M Buy
37,386
+1,134
+3% +$124K 0.28% 78
2025
Q1 		$4.03M Sell
36,252
-194
-0.5% -$21.1K 0.3% 74
2024
Q4 		$3.88M Sell
36,446
-1,378
-4% -$149K 0.29% 72
2024
Q3 		$4.18M Sell
37,824
-409
-1% -$44.4K 0.32% 70
2024
Q2 		$4.08M Buy
38,233
+2,602
+7% +$277K 0.34% 68
2024
Q1 		$3.83M Buy
35,631
+92
+0.3% +$9.83K 0.35% 76
2023
Q4 		$3.82M Sell
35,539
-344
-1% -$36K 0.35% 81
2023
Q3 		$4.08M Buy
35,883
+1,097
+3% +$116K 0.43% 79
2023
Q2 		$3.74M Sell
34,786
-582,938
-94% -$63.5M 0.38% 83
2023
Q1 		$10.1M Buy
617,724
+561,771
+1,004% +$60.8M 0.56% 52
2022
Q4 		$5.96M Sell
55,953
-17,114
-23% -$1.83M 0.27% 75
2022
Q3 		$7.67M Sell
73,067
-1,073
-1% -$122K 0.45% 52
2022
Q2 		$8.54M Sell
74,140
-20,543
-22% -$2.44M 0.76% 26
2022
Q1 		$11.8M Buy
94,683
+14,948
+19% +$1.88M 0.67% 26
2021
Q4 		$10.3M Buy
+79,735
New +$10.3M 0.87% 22
2021
Q1 		$17.3M Buy
137,984
+38,377
+39% +$4.86M 1.38% 14
2020
Q4 		$12.7M Buy
+99,607
New +$12.6M 1.17% 23

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 $94.8B AUM 24.11% 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

Money Concepts Capital's TIP Position: Q1 2026 in Review

Money Concepts Capital increased its iShares TIPS Bond ETF (TIP) stake by 40% in Q1 2026, buying an estimated $603K and bringing the position to 19,109 shares worth $2.11M. The position accounts for 0.12% of the portfolio, ranked #179.

Money Concepts Capital first reported a position in TIP in Q4 2020 and has held it in 20 quarters since. The position peaked at $17.3M in Q1 2021. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Money Concepts Capital held 19,109 shares of iShares TIPS Bond ETF worth $2.11M as of Q1 2026.
  • Money Concepts Capital bought 5,445 iShares TIPS Bond ETF shares in Q1 2026, an estimated $603K.
  • iShares TIPS Bond ETF made up 0.12% of Money Concepts Capital's portfolio in Q1 2026, its #179 holding.
  • Money Concepts Capital first reported a position in iShares TIPS Bond ETF in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's iShares TIPS Bond ETF position peaked at $17.3M in Q1 2021.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.