Private Advisory Group’s iShares TIPS Bond ETF TIP Stock Holding History

Private Advisory Group’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	$3.32M	Buy	30,100 +2,210	+8%	+$245K	0.22%	97
2025 Q4	$3.07M	Buy	27,890 +2,939	+12%	+$326K	0.24%	81
2025 Q3	$2.78M	Buy	24,951 +3,187	+15%	+$352K	0.23%	85
2025 Q2	$2.39M	Sell	21,764 -777	-3%	-$84.7K	0.22%	78
2025 Q1	$2.5M	Sell	22,541 -1,554	-6%	-$169K	0.28%	74
2024 Q4	$2.57M	Buy	+24,095	New	+$2.61M	0.29%	72
2022 Q4	–	Sell	-12,871	Closed	-$1.35M	–	219
2022 Q3	$1.35M	Buy	+12,871	New	+$1.46M	0.31%	75
2022 Q1	–	Sell	-32,715	Closed	-$4.23M	–	201
2021 Q4	$4.23M	Buy	32,715 +16,213	+98%	+$2.09M	0.8%	33
2021 Q3	$2.11M	Buy	16,502 +6,228	+61%	+$803K	0.51%	49
2021 Q2	$1.31M	Buy	10,274 +483	+5%	+$61.4K	0.33%	55
2021 Q1	$1.23M	Buy	9,791 +3,383	+53%	+$428K	0.35%	57
2020 Q4	$818K	Sell	6,408 -12,516	-66%	-$1.58M	0.27%	62
2020 Q3	$2.39M	Buy	18,924 +5,167	+38%	+$649K	0.96%	31
2020 Q2	$1.69M	Buy	+13,757	New	+$1.67M	0.69%	42

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 $105B AUM 38.07% 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

Private Advisory Group's TIP Position: Q1 2026 in Review

Private Advisory Group increased its iShares TIPS Bond ETF (TIP) stake by 7.9% in Q1 2026, buying an estimated $245K and bringing the position to 30,100 shares worth $3.32M. The position accounts for 0.22% of the portfolio, ranked #97.

Private Advisory Group first reported a position in TIP in Q2 2020 and has held it in 14 quarters since. The position peaked at $4.23M in Q4 2021. 1,014 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Private Advisory Group held 30,100 shares of iShares TIPS Bond ETF worth $3.32M as of Q1 2026.
Private Advisory Group bought 2,210 iShares TIPS Bond ETF shares in Q1 2026, an estimated $245K.
iShares TIPS Bond ETF made up 0.22% of Private Advisory Group's portfolio in Q1 2026, its #97 holding.
Private Advisory Group first reported a position in iShares TIPS Bond ETF in Q2 2020 and has held it in 14 quarters since.
Private Advisory Group's iShares TIPS Bond ETF position peaked at $4.23M in Q4 2021.
1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.