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Mutual Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Mutual 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 		$1.98M Buy
17,981
+1,765
+11% +$195K 0.04% 383
2025
Q4 		$1.78M Sell
16,216
-1,283
-7% -$142K 0.04% 392
2025
Q3 		$1.96M Sell
17,499
-918
-5% -$101K 0.04% 367
2025
Q2 		$2.02M Sell
18,417
-324
-2% -$35.3K 0.05% 316
2025
Q1 		$2.06M Sell
18,741
-386
-2% -$41.9K 0.06% 278
2024
Q4 		$2.05M Sell
19,127
-4,966
-21% -$538K 0.06% 277
2024
Q3 		$2.62M Sell
24,093
-1,148
-5% -$125K 0.08% 235
2024
Q2 		$2.71M Sell
25,241
-5,114
-17% -$544K 0.08% 218
2024
Q1 		$3.26M Sell
30,355
-1,557
-5% -$166K 0.1% 185
2023
Q4 		$3.43M Sell
31,912
-1,009
-3% -$106K 0.12% 172
2023
Q3 		$3.41M Buy
32,921
+3,717
+13% +$393K 0.13% 156
2023
Q2 		$3.14M Buy
29,204
+2,391
+9% +$260K 0.12% 171
2023
Q1 		$2.96M Sell
26,813
-1,070
-4% -$116K 0.12% 172
2022
Q4 		$2.97M Buy
27,883
+7,616
+38% +$813K 0.13% 165
2022
Q3 		$2.13M Sell
20,267
-2,955
-13% -$335K 0.11% 182
2022
Q2 		$2.65M Buy
23,222
+2,127
+10% +$252K 0.18% 138
2022
Q1 		$2.63M Sell
21,095
-1,342
-6% -$169K 0.15% 166
2021
Q4 		$2.9M Sell
22,437
-1,744
-7% -$225K 0.15% 159
2021
Q3 		$3.09M Buy
24,181
+8,677
+56% +$1.12M 0.18% 135
2021
Q2 		$1.99M Buy
15,504
+342
+2% +$43.4K 0.12% 221
2021
Q1 		$1.9M Sell
15,162
-4,371
-22% -$553K 0.13% 192
2020
Q4 		$2.49M Buy
19,533
+2,236
+13% +$282K 0.19% 122
2020
Q3 		$2.19M Sell
17,297
-292
-2% -$36.7K 0.19% 126
2020
Q2 		$2.16M Buy
17,589
+10,275
+140% +$1.25M 0.21% 116
2020
Q1 		$862K Buy
7,314
+140
+2% +$16.5K 0.12% 196
2019
Q4 		$836K Buy
7,174
+3,644
+103% +$424K 0.09% 254
2019
Q3 		$411K Buy
3,530
+1,225
+53% +$142K 0.05% 348
2019
Q2 		$266K Buy
2,305
+358
+18% +$40.7K 0.03% 468
2019
Q1 		$220K Buy
+1,947
New +$216K 0.03% 430

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

Mutual Advisors's TIP Position: Q1 2026 in Review

Mutual Advisors increased its iShares TIPS Bond ETF (TIP) stake by 11% in Q1 2026, buying an estimated $195K and bringing the position to 17,981 shares worth $1.98M. The position accounts for 0.04% of the portfolio, ranked #383.

Mutual Advisors first reported a position in TIP in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.43M in Q4 2023. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Mutual Advisors held 17,981 shares of iShares TIPS Bond ETF worth $1.98M as of Q1 2026.
  • Mutual Advisors bought 1,765 iShares TIPS Bond ETF shares in Q1 2026, an estimated $195K.
  • iShares TIPS Bond ETF made up 0.04% of Mutual Advisors's portfolio in Q1 2026, its #383 holding.
  • Mutual Advisors first reported a position in iShares TIPS Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • Mutual Advisors's iShares TIPS Bond ETF position peaked at $3.43M in Q4 2023.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.