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Naples Global Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Naples Global 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 		$1.24M Buy
11,350
+2,070
+22% +$229K 0.08% 218
2026
Q1 		$1.02M Buy
9,280
+1,095
+13% +$121K 0.07% 225
2025
Q4 		$900K Buy
8,185
+2,106
+35% +$234K 0.07% 244
2025
Q3 		$676K Buy
6,079
+1,639
+37% +$181K 0.05% 284
2025
Q2 		$489K Sell
4,440
-362
-8% -$39.5K 0.04% 307
2025
Q1 		$533K Buy
+4,802
New +$522K 0.05% 285
2024
Q4 		– Sell
-1,900
Closed -$210K – 408
2024
Q3 		$210K Hold
1,900
– – 0.02% 387
2024
Q2 		$203K Hold
1,900
– – 0.02% 384
2024
Q1 		$204K Hold
1,900
– – 0.02% 396
2023
Q4 		$204K Sell
1,900
-100
-5% -$10.5K 0.02% 396
2023
Q3 		$207K Sell
2,000
-150
-7% -$15.9K 0.03% 380
2023
Q2 		$231K Hold
2,150
– – 0.03% 366
2023
Q1 		$237K Buy
+2,150
New +$233K 0.03% 362

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 22.96% 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

Naples Global Advisors's TIP Position: Q2 2026 in Review

Naples Global Advisors increased its iShares TIPS Bond ETF (TIP) stake by 22% in Q2 2026, buying an estimated $229K and bringing the position to 11,350 shares worth $1.24M. The position accounts for 0.08% of the portfolio, ranked #218.

Naples Global Advisors first reported a position in TIP in Q1 2023 and has held it in 13 quarters since. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Naples Global Advisors held 11,350 shares of iShares TIPS Bond ETF worth $1.24M as of Q2 2026.
  • Naples Global Advisors bought 2,070 iShares TIPS Bond ETF shares in Q2 2026, an estimated $229K.
  • iShares TIPS Bond ETF made up 0.08% of Naples Global Advisors's portfolio in Q2 2026, its #218 holding.
  • Naples Global Advisors first reported a position in iShares TIPS Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.