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

Powell 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 Q1	$170K	Hold	1,540	–	–	0.06%	136
2025 Q4	$169K	Hold	1,540	–	–	0.06%	134
2025 Q3	$171K	Hold	1,540	–	–	0.06%	140
2025 Q2	$169K	Hold	1,540	–	–	0.06%	131
2025 Q1	$171K	Sell	1,540 -350	-19%	-$38K	0.08%	118
2024 Q4	$201K	Hold	1,890	–	–	0.09%	123
2024 Q3	$209K	Hold	1,890	–	–	0.1%	117
2024 Q2	$202K	Hold	1,890	–	–	0.1%	115
2024 Q1	$203K	Hold	1,890	–	–	0.11%	116
2023 Q4	$203K	Sell	1,890 -900	-32%	-$94.1K	0.11%	114
2023 Q3	$289K	Hold	2,790	–	–	0.17%	81
2023 Q2	$300K	Buy	2,790 +930	+50%	+$101K	0.18%	80
2023 Q1	$205K	Hold	1,860	–	–	0.11%	98
2022 Q4	$198K	Hold	1,860	–	–	0.11%	102
2022 Q3	$195K	Buy	+1,860	New	+$211K	0.13%	101

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

Powell Investment Advisors's TIP Position: Q1 2026 in Review

Powell Investment Advisors held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 1,540 shares worth $170K. The position accounts for 0.06% of the portfolio, ranked #136.

Powell Investment Advisors first reported a position in TIP in Q3 2022 and has held it in 15 quarters since. The position peaked at $300K in Q2 2023. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Powell Investment Advisors held 1,540 shares of iShares TIPS Bond ETF worth $170K as of Q1 2026.
Powell Investment Advisors left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
iShares TIPS Bond ETF made up 0.06% of Powell Investment Advisors's portfolio in Q1 2026, its #136 holding.
Powell Investment Advisors first reported a position in iShares TIPS Bond ETF in Q3 2022 and has held it in 15 quarters since.
Powell Investment Advisors's iShares TIPS Bond ETF position peaked at $300K in Q2 2023.
1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.