PVI
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Pine Valley Investments’s iShares TIPS Bond ETF TIP Stock Holding History

Pine Valley Investments’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 		$1.09M Buy
9,981
+406
+4% +$44.9K 0.04% 295
2026
Q1 		$1.06M Sell
9,575
-264
-3% -$29.2K 0.05% 288
2025
Q4 		$1.08M Sell
9,839
-175
-2% -$19.4K 0.05% 267
2025
Q3 		$1.11M Sell
10,014
-734
-7% -$81.1K 0.05% 259
2025
Q2 		$1.18M Sell
10,748
-681
-6% -$74.3K 0.07% 250
2025
Q1 		$1.27M Sell
11,429
-1,376
-11% -$149K 0.08% 235
2024
Q4 		$1.36M Sell
12,805
-1,377
-10% -$149K 0.08% 211
2024
Q3 		$1.57M Sell
14,182
-2,894
-17% -$314K 0.09% 198
2024
Q2 		$1.82M Sell
17,076
-1,213
-7% -$129K 0.12% 171
2024
Q1 		$1.96M Sell
18,289
-1,564
-8% -$167K 0.13% 167
2023
Q4 		$2.13M Sell
19,853
-1,309
-6% -$137K 0.15% 146
2023
Q3 		$2.19M Sell
21,162
-946
-4% -$100K 0.2% 123
2023
Q2 		$2.38M Buy
22,108
+931
+4% +$101K 0.23% 102
2023
Q1 		$2.26M Buy
+21,177
New +$2.29M 0.33% 72

Other funds holding TIP

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
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
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Pine Valley Investments's TIP Position: Q2 2026 in Review

Pine Valley Investments increased its iShares TIPS Bond ETF (TIP) stake by 4.2% in Q2 2026, buying an estimated $44.9K and bringing the position to 9,981 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #295.

Pine Valley Investments first reported a position in TIP in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.38M in Q2 2023. 567 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Pine Valley Investments held 9,981 shares of iShares TIPS Bond ETF worth $1.09M as of Q2 2026.
  • Pine Valley Investments bought 406 iShares TIPS Bond ETF shares in Q2 2026, an estimated $44.9K.
  • iShares TIPS Bond ETF made up 0.04% of Pine Valley Investments's portfolio in Q2 2026, its #295 holding.
  • Pine Valley Investments first reported a position in iShares TIPS Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Pine Valley Investments's iShares TIPS Bond ETF position peaked at $2.38M in Q2 2023.
  • 567 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.