PA
TIP icon

Procyon Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Procyon 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 		$1.93M Buy
17,660
+55
+0.3% +$6.08K 0.08% 194
2026
Q1 		$1.94M Sell
17,605
-659
-4% -$72.9K 0.1% 193
2025
Q4 		$2.01M Buy
18,264
+4,366
+31% +$484K 0.1% 175
2025
Q3 		$1.55M Sell
13,898
-713
-5% -$78.8K 0.09% 177
2025
Q2 		$1.61M Sell
14,611
-1,164
-7% -$127K 0.15% 135
2025
Q1 		$1.75M Buy
15,775
+1,244
+9% +$135K 0.11% 188
2024
Q4 		$1.55M Sell
14,531
-262
-2% -$28.4K 0.1% 196
2024
Q3 		$1.63M Sell
14,793
-528
-3% -$57.4K 0.11% 184
2024
Q2 		$1.64M Buy
15,321
+4
+0% +$425 0.12% 171
2024
Q1 		$1.65M Sell
15,317
-770
-5% -$82.3K 0.13% 172
2023
Q4 		$1.73M Sell
16,087
-858
-5% -$89.7K 0.15% 158
2023
Q3 		$1.76M Sell
16,945
-1,520
-8% -$161K 0.18% 131
2023
Q2 		$1.99M Buy
18,465
+2,773
+18% +$302K 0.25% 100
2023
Q1 		$1.73M Sell
15,692
-2,432
-13% -$263K 0.29% 81
2022
Q4 		$1.93M Sell
18,124
-4,017
-18% -$429K 0.35% 65
2022
Q3 		$2.32M Sell
22,141
-4,808
-18% -$544K 0.57% 41
2022
Q2 		$3.07M Sell
26,949
-3,173
-11% -$376K 0.68% 31
2022
Q1 		$3.75M Buy
30,122
+652
+2% +$82K 0.77% 29
2021
Q4 		$3.81M Buy
29,470
+1,671
+6% +$215K 0.81% 28
2021
Q3 		$3.55M Buy
27,799
+2,938
+12% +$379K 0.9% 26
2021
Q2 		$3.18M Buy
24,861
+2,072
+9% +$263K 0.87% 28
2021
Q1 		$2.86M Buy
22,789
+4,990
+28% +$632K 1.28% 16
2020
Q4 		$2.27M Buy
17,799
+2,254
+14% +$284K 1.11% 18
2020
Q3 		$1.97M Buy
15,545
+1,200
+8% +$151K 1.09% 20
2020
Q2 		$1.76M Buy
14,345
+1,556
+12% +$189K 0.94% 24
2020
Q1 		$1.51M Buy
+12,789
New +$1.51M 1% 22

Other funds holding TIP

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Procyon Advisors's TIP Position: Q2 2026 in Review

Procyon Advisors increased its iShares TIPS Bond ETF (TIP) stake by 0.31% in Q2 2026, buying an estimated $6.08K and bringing the position to 17,660 shares worth $1.93M. The position accounts for 0.08% of the portfolio, ranked #194.

Procyon Advisors first reported a position in TIP in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.81M in Q4 2021. 418 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Procyon Advisors held 17,660 shares of iShares TIPS Bond ETF worth $1.93M as of Q2 2026.
  • Procyon Advisors bought 55 iShares TIPS Bond ETF shares in Q2 2026, an estimated $6.08K.
  • iShares TIPS Bond ETF made up 0.08% of Procyon Advisors's portfolio in Q2 2026, its #194 holding.
  • Procyon Advisors first reported a position in iShares TIPS Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Procyon Advisors's iShares TIPS Bond ETF position peaked at $3.81M in Q4 2021.
  • 418 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.