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Park Edge Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Park Edge 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 		$375K Buy
3,430
+639
+23% +$70.6K 0.08% 122
2026
Q1 		$308K Sell
2,791
-238
-8% -$26.3K 0.07% 115
2025
Q4 		$333K Buy
3,029
+25
+0.8% +$2.77K 0.08% 117
2025
Q3 		$334K Buy
3,004
+22
+0.7% +$2.43K 0.08% 120
2025
Q2 		$328K Buy
2,982
+31
+1% +$3.38K 0.08% 115
2025
Q1 		$328K Hold
2,951
– – 0.09% 108
2024
Q4 		$314K Buy
2,951
+12
+0.4% +$1.3K 0.09% 111
2024
Q3 		$325K Sell
2,939
-450
-13% -$48.9K 0.09% 113
2024
Q2 		$362K Buy
3,389
+31
+0.9% +$3.3K 0.11% 101
2024
Q1 		$361K Sell
3,358
-1,230
-27% -$131K 0.1% 95
2023
Q4 		$493K Sell
4,588
-122
-3% -$12.8K 0.17% 72
2023
Q3 		$489K Buy
4,710
+32
+0.7% +$3.39K 0.18% 63
2023
Q2 		$503K Buy
4,678
+954
+26% +$104K 0.17% 61
2023
Q1 		$411K Sell
3,724
-366
-9% -$39.6K 0.16% 62
2022
Q4 		$435K Buy
+4,090
New +$437K 0.19% 58

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

Park Edge Advisors's TIP Position: Q2 2026 in Review

Park Edge Advisors increased its iShares TIPS Bond ETF (TIP) stake by 23% in Q2 2026, buying an estimated $70.6K and bringing the position to 3,430 shares worth $375K. The position accounts for 0.08% of the portfolio, ranked #122.

Park Edge Advisors first reported a position in TIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $503K in Q2 2023. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Park Edge Advisors held 3,430 shares of iShares TIPS Bond ETF worth $375K as of Q2 2026.
  • Park Edge Advisors bought 639 iShares TIPS Bond ETF shares in Q2 2026, an estimated $70.6K.
  • iShares TIPS Bond ETF made up 0.08% of Park Edge Advisors's portfolio in Q2 2026, its #122 holding.
  • Park Edge Advisors first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Park Edge Advisors's iShares TIPS Bond ETF position peaked at $503K in Q2 2023.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.