Proficio Capital Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Proficio Capital Partners’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	$255K	Hold	2,310	–	–	0.01%	222
2025 Q4	$254K	Hold	2,310	–	–	0.02%	212
2025 Q3	$257K	Hold	2,310	–	–	0.02%	193
2025 Q2	$254K	Hold	2,310	–	–	0.02%	359
2025 Q1	$257K	Buy	2,310 +340	+17%	+$36.9K	0.02%	323
2024 Q4	$210K	Hold	1,970	–	–	0.02%	340
2024 Q3	$218K	Hold	1,970	–	–	0.02%	266
2024 Q2	$210K	Hold	1,970	–	–	0.02%	308
2024 Q1	$212K	Hold	1,970	–	–	0.02%	306
2023 Q4	$212K	Buy	+1,970	New	+$206K	0.03%	289
2021 Q3	–	Sell	-15,190	Closed	-$1.94M	–	325
2021 Q2	$1.94M	Sell	15,190 -650	-4%	-$82.6K	0.24%	63
2021 Q1	$1.99M	Sell	15,840 -128,535	-89%	-$16.3M	0.26%	61
2020 Q4	$18.5M	Buy	144,375 +9,399	+7%	+$1.19M	2.9%	7
2020 Q3	$17M	Sell	134,976 -86,619	-39%	-$10.9M	3%	6
2020 Q2	$27.3M	Buy	221,595 +83,900	+61%	+$10.2M	5.57%	3
2020 Q1	$16.3M	Buy	+137,695	New	+$16.2M	4.1%	4
2019 Q3	–	Sell	-97	Closed	-$11K	–	1389
2019 Q2	$11K	Hold	97	–	–	﹤0.01%	917
2019 Q1	$11K	Hold	97	–	–	﹤0.01%	854
2018 Q4	$11K	Hold	97	–	–	﹤0.01%	727
2018 Q3	$11K	Hold	97	–	–	﹤0.01%	786
2018 Q2	$11K	Buy	+97	New	+$10.9K	﹤0.01%	805

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

Proficio Capital Partners's TIP Position: Q1 2026 in Review

Proficio Capital Partners held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 2,310 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #222.

Proficio Capital Partners first reported a position in TIP in Q2 2018 and has held it in 21 quarters since. The position peaked at $27.3M in Q2 2020. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Proficio Capital Partners held 2,310 shares of iShares TIPS Bond ETF worth $255K as of Q1 2026.
Proficio Capital Partners left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
iShares TIPS Bond ETF made up 0.01% of Proficio Capital Partners's portfolio in Q1 2026, its #222 holding.
Proficio Capital Partners first reported a position in iShares TIPS Bond ETF in Q2 2018 and has held it in 21 quarters since.
Proficio Capital Partners's iShares TIPS Bond ETF position peaked at $27.3M in Q2 2020.
1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.