Pacific Life Fund Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Pacific Life Fund 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	–	Sell	-120,173	Closed	-$13.3M	–	33
2026 Q1	$13.3M	Sell	120,173 -52,694	-30%	-$5.83M	1.52%	16
2025 Q4	$19M	Buy	172,867 +6,484	+4%	+$719K	1.96%	15
2025 Q3	$18.5M	Buy	166,383 +29,453	+22%	+$3.25M	1.9%	17
2025 Q2	$15.1M	Sell	136,930 -63,512	-32%	-$6.93M	1.62%	17
2025 Q1	$22.3M	Sell	200,442 -20,241	-9%	-$2.2M	2.5%	13
2024 Q4	$23.5M	Buy	220,683 +82,574	+60%	+$8.94M	2.44%	15
2024 Q3	$15.3M	Sell	138,109 -19,057	-12%	-$2.07M	1.51%	15
2024 Q2	$16.8M	Sell	157,166 -95,407	-38%	-$10.1M	1.68%	17
2024 Q1	$27.1M	Sell	252,573 -1,524	-0.6%	-$163K	2.66%	12
2023 Q4	$27.3M	Buy	+254,097	New	+$26.6M	2.73%	12

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pacific Life Fund Advisors's TIP Position: Q2 2026 in Review

Pacific Life Fund Advisors sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 120,173 shares — an estimated $13.3M sold.

Pacific Life Fund Advisors first reported a position in TIP in Q4 2023 and held it in 10 quarters. The position peaked at $27.3M in Q4 2023. 1,013 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Pacific Life Fund Advisors reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
Pacific Life Fund Advisors sold 120,173 iShares TIPS Bond ETF shares in Q2 2026, an estimated $13.3M.
Pacific Life Fund Advisors first reported a position in iShares TIPS Bond ETF in Q4 2023 and held it in 10 quarters.
Pacific Life Fund Advisors's iShares TIPS Bond ETF position peaked at $27.3M in Q4 2023.
1,013 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Pacific Life Fund Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.