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

Prime Capital 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
Q2 		$29.8M Buy
272,602
+2,088
+0.8% +$231K 0.29% 77
2026
Q1 		$29.9M Buy
270,514
+14,150
+6% +$1.57M 0.35% 71
2025
Q4 		$28.2M Buy
256,364
+13,961
+6% +$1.55M 0.34% 59
2025
Q3 		$27M Buy
242,403
+20,807
+9% +$2.3M 0.34% 58
2025
Q2 		$24.4M Buy
221,596
+4,247
+2% +$463K 0.32% 62
2025
Q1 		$24.1M Buy
217,349
+79,182
+57% +$8.6M 0.28% 69
2024
Q4 		$14.7M Buy
138,167
+9,176
+7% +$993K 0.21% 86
2024
Q3 		$14.2M Sell
128,991
-1,784
-1% -$194K 0.2% 87
2024
Q2 		$14M Sell
130,775
-10,213
-7% -$1.09M 0.21% 88
2024
Q1 		$15.1M Sell
140,988
-7,509
-5% -$802K 0.21% 94
2023
Q4 		$16M Sell
148,497
-30,897
-17% -$3.23M 0.24% 89
2023
Q3 		$18.6M Sell
179,394
-44,035
-20% -$4.66M 0.38% 58
2023
Q2 		$24M Buy
223,429
+216,400
+3,079% +$23.6M 0.47% 51
2023
Q1 		$775K Sell
7,029
-6,524
-48% -$706K 0.03% 281
2022
Q4 		$1.44M Buy
13,553
+2,359
+21% +$252K 0.05% 202
2022
Q3 		$1.17M Buy
11,194
+5,031
+82% +$570K 0.07% 165
2022
Q2 		$702K Buy
6,163
+2,023
+49% +$240K 0.04% 201
2022
Q1 		$535K Hold
4,140
– – 0.03% 230
2021
Q4 		$535K Buy
4,140
+363
+10% +$46.8K 0.03% 232
2021
Q3 		$482K Sell
3,777
-4,395
-54% -$567K 0.03% 218
2021
Q2 		$1.05M Buy
8,172
+6,797
+494% +$864K 0.06% 181
2021
Q1 		$173K Buy
1,375
+484
+54% +$61.3K 0.01% 254
2020
Q4 		$114K Buy
+891
New +$112K 0.01% 269
2019
Q2 		– Sell
-44
Closed -$5K – 395
2019
Q1 		$5K Buy
+44
New +$4.88K ﹤0.01% 284

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

Prime Capital Investment Advisors's TIP Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its iShares TIPS Bond ETF (TIP) stake by 0.77% in Q2 2026, buying an estimated $231K and bringing the position to 272,602 shares worth $29.8M. The position accounts for 0.29% of the portfolio, ranked #77.

Prime Capital Investment Advisors first reported a position in TIP in Q1 2019 and has held it in 24 quarters since. The position peaked at $29.9M in Q1 2026. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Prime Capital Investment Advisors held 272,602 shares of iShares TIPS Bond ETF worth $29.8M as of Q2 2026.
  • Prime Capital Investment Advisors bought 2,088 iShares TIPS Bond ETF shares in Q2 2026, an estimated $231K.
  • iShares TIPS Bond ETF made up 0.29% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #77 holding.
  • Prime Capital Investment Advisors first reported a position in iShares TIPS Bond ETF in Q1 2019 and has held it in 24 quarters since.
  • Prime Capital Investment Advisors's iShares TIPS Bond ETF position peaked at $29.9M in Q1 2026.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.