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Mount Yale Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Mount Yale 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 		$2.55M Sell
23,285
-2,657
-10% -$294K 0.05% 361
2026
Q1 		$2.86M Buy
25,942
+11,935
+85% +$1.32M 0.07% 297
2025
Q4 		$1.54M Buy
14,007
+8,319
+146% +$923K 0.07% 235
2025
Q3 		$633K Buy
5,688
+1,489
+35% +$164K 0.04% 367
2025
Q2 		$462K Sell
4,199
-42
-1% -$4.58K 0.04% 359
2025
Q1 		$471K Hold
4,241
– – 0.04% 339
2024
Q4 		$452K Sell
4,241
-49
-1% -$5.3K 0.04% 359
2024
Q3 		$474K Sell
4,290
-2,455
-36% -$267K 0.05% 356
2024
Q2 		$720K Sell
6,745
-208
-3% -$22.1K 0.06% 267
2024
Q1 		$747K Sell
6,953
-9,438
-58% -$1.01M 0.06% 283
2023
Q4 		$1.76M Sell
16,391
-2,768
-14% -$289K 0.17% 135
2023
Q3 		$1.99M Buy
19,159
+1,843
+11% +$195K 0.22% 106
2023
Q2 		$1.86M Sell
17,316
-45
-0.3% -$4.9K 0.2% 116
2023
Q1 		$1.91M Sell
17,361
-5,686
-25% -$615K 0.21% 108
2022
Q4 		$2.45M Buy
23,047
+3,550
+18% +$379K 0.28% 89
2022
Q3 		$2.04M Sell
19,497
-1,564
-7% -$177K 0.27% 89
2022
Q2 		$2.4M Buy
21,061
+3,206
+18% +$380K 0.3% 75
2022
Q1 		$2.22M Sell
17,855
-127
-0.7% -$16K 0.24% 102
2021
Q4 		$2.32M Buy
17,982
+3,778
+27% +$487K 0.24% 99
2021
Q3 		$1.81M Buy
14,204
+12,117
+581% +$1.56M 0.21% 114
2021
Q2 		$267K Sell
2,087
-314
-13% -$39.9K 0.03% 345
2021
Q1 		$301K Buy
+2,401
New +$304K 0.04% 309
2020
Q2 		– Sell
-2,092
Closed -$247K – 363
2020
Q1 		$247K Sell
2,092
-3,891
-65% -$458K 0.06% 252
2019
Q4 		$712K Sell
5,983
-441
-7% -$51.3K 0.12% 146
2019
Q3 		$743K Sell
6,424
-154
-2% -$17.9K 0.13% 133
2019
Q2 		$765K Sell
6,578
-1,840
-22% -$209K 0.14% 126
2019
Q1 		$952K Hold
8,418
– – 0.18% 117
2018
Q4 		$930K Sell
8,418
-775
-8% -$84.6K 0.19% 120
2018
Q3 		$998K Sell
9,193
-1,723
-16% -$192K 0.17% 112
2018
Q2 		$1.23M Hold
10,916
– – 0.23% 101
2018
Q1 		$1.23M Buy
+10,916
New +$1.23M 0.26% 92

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 22.9% 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

Mount Yale Investment Advisors's TIP Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 10% in Q2 2026, selling an estimated $294K and leaving 23,285 shares worth $2.55M. The position accounts for 0.05% of the portfolio, ranked #361.

Mount Yale Investment Advisors first reported a position in TIP in Q1 2018 and has held it in 31 quarters since. The position peaked at $2.86M in Q1 2026. 1,023 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Mount Yale Investment Advisors held 23,285 shares of iShares TIPS Bond ETF worth $2.55M as of Q2 2026.
  • Mount Yale Investment Advisors sold 2,657 iShares TIPS Bond ETF shares in Q2 2026, an estimated $294K.
  • iShares TIPS Bond ETF made up 0.05% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #361 holding.
  • Mount Yale Investment Advisors first reported a position in iShares TIPS Bond ETF in Q1 2018 and has held it in 31 quarters since.
  • Mount Yale Investment Advisors's iShares TIPS Bond ETF position peaked at $2.86M in Q1 2026.
  • 1,023 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.