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N.E.W. Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History

N.E.W. Advisory Services’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 		$287K Sell
2,621
-267
-9% -$29.5K 0.02% 192
2026
Q1 		$319K Sell
2,888
-6
-0.2% -$664 0.02% 167
2025
Q4 		$318K Sell
2,894
-149
-5% -$16.5K 0.02% 167
2025
Q3 		$338K Sell
3,043
-113
-4% -$12.5K 0.03% 143
2025
Q2 		$347K Sell
3,156
-275
-8% -$30K 0.03% 138
2025
Q1 		$381K Sell
3,431
-183
-5% -$19.9K 0.03% 151
2024
Q4 		$385K Sell
3,614
-169
-4% -$18.3K 0.04% 134
2024
Q3 		$418K Sell
3,783
-209
-5% -$22.7K 0.04% 126
2024
Q2 		$426K Sell
3,992
-181
-4% -$19.2K 0.05% 114
2024
Q1 		$448K Sell
4,173
-93
-2% -$9.94K 0.05% 110
2023
Q4 		$459K Sell
4,266
-531
-11% -$55.5K 0.06% 103
2023
Q3 		$498K Sell
4,797
-36
-0.7% -$3.81K 0.07% 93
2023
Q2 		$520K Sell
4,833
-815
-14% -$88.8K 0.07% 82
2023
Q1 		$623K Sell
5,648
-313
-5% -$33.9K 0.09% 78
2022
Q4 		$635K Sell
5,961
-710
-11% -$75.8K 0.1% 72
2022
Q3 		$700K Sell
6,671
-11
-0.2% -$1.25K 0.13% 64
2022
Q2 		$761K Sell
6,682
-5,219
-44% -$619K 0.13% 64
2022
Q1 		$1.5M Buy
11,901
+4,708
+65% +$592K 0.28% 41
2021
Q4 		$929K Sell
7,193
-1,003
-12% -$129K 0.14% 60
2021
Q3 		$1.05M Sell
8,196
-994
-11% -$128K 0.17% 56
2021
Q2 		$1.18M Sell
9,190
-2,627
-22% -$334K 0.2% 51
2021
Q1 		$1.49M Sell
11,817
-1,949
-14% -$247K 0.28% 42
2020
Q4 		$1.76M Buy
13,766
+634
+5% +$80K 0.37% 38
2020
Q3 		$1.66M Sell
13,132
-582
-4% -$73.1K 0.47% 34
2020
Q2 		$1.69M Buy
+13,714
New +$1.67M 0.53% 34
2019
Q4 		$1.72M Buy
+14,716
New +$1.71M 0.56% 30

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

N.E.W. Advisory Services's TIP Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its iShares TIPS Bond ETF (TIP) stake by 9.2% in Q2 2026, selling an estimated $29.5K and leaving 2,621 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #192.

N.E.W. Advisory Services first reported a position in TIP in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.76M in Q4 2020. 736 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • N.E.W. Advisory Services held 2,621 shares of iShares TIPS Bond ETF worth $287K as of Q2 2026.
  • N.E.W. Advisory Services sold 267 iShares TIPS Bond ETF shares in Q2 2026, an estimated $29.5K.
  • iShares TIPS Bond ETF made up 0.02% of N.E.W. Advisory Services's portfolio in Q2 2026, its #192 holding.
  • N.E.W. Advisory Services first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • N.E.W. Advisory Services's iShares TIPS Bond ETF position peaked at $1.76M in Q4 2020.
  • 736 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.