OIA
TIP icon

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

OneDigital 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 		$6.64M Buy
60,711
+5,022
+9% +$555K 0.06% 270
2026
Q1 		$6.15M Sell
55,689
-1,972
-3% -$218K 0.06% 250
2025
Q4 		$6.34M Sell
57,661
-3,986
-6% -$442K 0.06% 233
2025
Q3 		$6.86M Sell
61,647
-62
-0.1% -$6.85K 0.07% 212
2025
Q2 		$6.79M Sell
61,709
-820
-1% -$89.4K 0.08% 204
2025
Q1 		$6.95M Sell
62,529
-8,760
-12% -$952K 0.08% 189
2024
Q4 		$7.6M Sell
71,289
-14,900
-17% -$1.61M 0.09% 178
2024
Q3 		$9.52M Sell
86,189
-238,633
-73% -$25.9M 0.11% 160
2024
Q2 		$34.7M Buy
324,822
+78,553
+32% +$8.35M 0.43% 47
2024
Q1 		$26.5M Buy
246,269
+21,131
+9% +$2.26M 0.42% 55
2023
Q4 		$24.2M Buy
225,138
+22,302
+11% +$2.33M 0.42% 51
2023
Q3 		$21M Buy
202,836
+144,134
+246% +$15.3M 0.46% 52
2023
Q2 		$6.32M Sell
58,702
-3,131
-5% -$341K 0.14% 129
2023
Q1 		$6.82M Sell
61,833
-18,419
-23% -$1.99M 0.16% 119
2022
Q4 		$8.54M Sell
80,252
-17,231
-18% -$1.84M 0.25% 83
2022
Q3 		$10.2M Buy
97,483
+29,772
+44% +$3.37M 0.38% 48
2022
Q2 		$7.71M Sell
67,711
-1,236
-2% -$147K 0.33% 45
2022
Q1 		$8.59M Buy
68,947
+53,205
+338% +$6.69M 0.32% 48
2021
Q4 		$2.03M Buy
15,742
+439
+3% +$56.6K 0.07% 168
2021
Q3 		$1.95M Buy
15,303
+1,178
+8% +$152K 0.08% 164
2021
Q2 		$1.81M Buy
14,125
+2,882
+26% +$366K 0.07% 172
2021
Q1 		$1.41M Buy
11,243
+1,888
+20% +$239K 0.07% 202
2020
Q4 		$1.19M Buy
9,355
+189
+2% +$23.8K 0.06% 206
2020
Q3 		$1.16M Buy
9,166
+1,088
+13% +$137K 0.08% 185
2020
Q2 		$994K Sell
8,078
-300
-4% -$36.5K 0.07% 208
2020
Q1 		$988K Sell
8,378
-417
-5% -$49.1K 0.09% 196
2019
Q4 		$1.02M Sell
8,795
-2,095
-19% -$244K 0.08% 187
2019
Q3 		$1.27M Sell
10,890
-5,856
-35% -$680K 0.11% 156
2019
Q2 		$1.93M Buy
16,746
+9,075
+118% +$1.03M 0.15% 90
2019
Q1 		$867K Sell
7,671
-169
-2% -$18.7K 0.13% 118
2018
Q4 		$859K Sell
7,840
-2,313
-23% -$253K 0.14% 113
2018
Q3 		$1.12M Buy
10,153
+177
+2% +$19.8K 0.26% 58
2018
Q2 		$1.13M Sell
9,976
-8
-0.1% -$898 0.24% 62
2018
Q1 		$1.13M Buy
9,984
+224
+2% +$25.2K 0.25% 69
2017
Q4 		$1.11M Buy
9,760
+446
+5% +$50.7K 0.13% 69
2017
Q3 		$1.06M Buy
9,314
+1,297
+16% +$148K 0.39% 36
2017
Q2 		$910K Buy
+8,017
New +$916K 0.27% 66

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

OneDigital Investment Advisors's TIP Position: Q2 2026 in Review

OneDigital Investment Advisors increased its iShares TIPS Bond ETF (TIP) stake by 9% in Q2 2026, buying an estimated $555K and bringing the position to 60,711 shares worth $6.64M. The position accounts for 0.06% of the portfolio, ranked #270.

OneDigital Investment Advisors first reported a position in TIP in Q2 2017 and has held it in 37 quarters since. The position peaked at $34.7M in Q2 2024. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • OneDigital Investment Advisors held 60,711 shares of iShares TIPS Bond ETF worth $6.64M as of Q2 2026.
  • OneDigital Investment Advisors bought 5,022 iShares TIPS Bond ETF shares in Q2 2026, an estimated $555K.
  • iShares TIPS Bond ETF made up 0.06% of OneDigital Investment Advisors's portfolio in Q2 2026, its #270 holding.
  • OneDigital Investment Advisors first reported a position in iShares TIPS Bond ETF in Q2 2017 and has held it in 37 quarters since.
  • OneDigital Investment Advisors's iShares TIPS Bond ETF position peaked at $34.7M in Q2 2024.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.