PAG
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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
Q2 		$3.97M Buy
36,242
+6,142
+20% +$679K 0.21% 105
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
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

Private Advisory Group's TIP Position: Q2 2026 in Review

Private Advisory Group increased its iShares TIPS Bond ETF (TIP) stake by 20% in Q2 2026, buying an estimated $679K and bringing the position to 36,242 shares worth $3.97M. The position accounts for 0.21% of the portfolio, ranked #105.

Private Advisory Group first reported a position in TIP in Q2 2020 and has held it in 15 quarters since. The position peaked at $4.23M in Q4 2021. 1,019 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Private Advisory Group held 36,242 shares of iShares TIPS Bond ETF worth $3.97M as of Q2 2026.
  • Private Advisory Group bought 6,142 iShares TIPS Bond ETF shares in Q2 2026, an estimated $679K.
  • iShares TIPS Bond ETF made up 0.21% of Private Advisory Group's portfolio in Q2 2026, its #105 holding.
  • Private Advisory Group first reported a position in iShares TIPS Bond ETF in Q2 2020 and has held it in 15 quarters since.
  • Private Advisory Group's iShares TIPS Bond ETF position peaked at $4.23M in Q4 2021.
  • 1,019 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.