PKS Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History

PKS Advisory Services’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 Q1	$2.6M	Buy	25,732 +1,983	+8%	+$219K	0.61%	35
2025 Q4	$2.61M	Sell	23,749 -5,761	-20%	-$639K	0.6%	34
2025 Q3	$3.28M	Sell	29,510 -2,373	-7%	-$262K	0.69%	25
2025 Q2	$3.51M	Buy	31,883 +3,951	+14%	+$431K	0.87%	21
2025 Q1	$3.1M	Sell	27,932 -1,384	-5%	-$150K	0.85%	21
2024 Q4	$3.12M	Buy	+29,316	New	+$3.17M	0.78%	23

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PKS Advisory Services's TIP Position: Q1 2026 in Review

PKS Advisory Services increased its iShares TIPS Bond ETF (TIP) stake by 8.3% in Q1 2026, buying an estimated $219K and bringing the position to 25,732 shares worth $2.6M. The position accounts for 0.61% of the portfolio, ranked #35.

PKS Advisory Services first reported a position in TIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.51M in Q2 2025. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

PKS Advisory Services held 25,732 shares of iShares TIPS Bond ETF worth $2.6M as of Q1 2026.
PKS Advisory Services bought 1,983 iShares TIPS Bond ETF shares in Q1 2026, an estimated $219K.
iShares TIPS Bond ETF made up 0.61% of PKS Advisory Services's portfolio in Q1 2026, its #35 holding.
PKS Advisory Services first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 6 quarters since.
PKS Advisory Services's iShares TIPS Bond ETF position peaked at $3.51M in Q2 2025.
1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.