MA
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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
Q3 		$1.97M Buy
18,961
+2,692
+17% +$288K 0.03% 422
2026
Q2 		$1.78M Sell
16,269
-1,712
-10% -$189K 0.03% 447
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 		$2.64M 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 		$1.98M 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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
DRW Securities
DRW Securities Chicago, Illinois $170B AUM 11.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mutual Advisors's TIP Position: Q3 2026 in Review

Mutual Advisors increased its iShares TIPS Bond ETF (TIP) stake by 17% in Q3 2026, buying an estimated $288K and bringing the position to 18,961 shares worth $1.97M. The position accounts for 0.03% of the portfolio, ranked #422.

Mutual Advisors first reported a position in TIP in Q1 2019 and has held it in 31 quarters since. The position peaked at $3.43M in Q4 2023. 894 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Mutual Advisors held 18,961 shares of iShares TIPS Bond ETF worth $1.97M as of Q3 2026.
  • Mutual Advisors bought 2,692 iShares TIPS Bond ETF shares in Q3 2026, an estimated $288K.
  • iShares TIPS Bond ETF made up 0.03% of Mutual Advisors's portfolio in Q3 2026, its #422 holding.
  • Mutual Advisors first reported a position in iShares TIPS Bond ETF in Q1 2019 and has held it in 31 quarters since.
  • Mutual Advisors's iShares TIPS Bond ETF position peaked at $3.43M in Q4 2023.
  • 894 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Mutual Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.