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Prudent Man Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Prudent Man 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
Q1 		– Sell
-4,197
Closed -$461K – 142
2025
Q4 		$461K Hold
4,197
– – 0.17% 96
2025
Q3 		$467K Hold
4,197
– – 0.17% 95
2025
Q2 		$462K Hold
4,197
– – 0.15% 123
2025
Q1 		$466K Buy
4,197
+251
+6% +$27.3K 0.17% 123
2024
Q4 		$420K Buy
3,946
+221
+6% +$23.9K 0.15% 124
2024
Q3 		$412K Hold
3,725
– – 0.14% 128
2024
Q2 		$398K Hold
3,725
– – 0.14% 124
2024
Q1 		$400K Sell
3,725
-7
-0.2% -$748 0.15% 122
2023
Q4 		$401K Hold
3,732
– – 0.15% 130
2023
Q3 		$387K Hold
3,732
– – 0.15% 124
2023
Q2 		$402K Hold
3,732
– – 0.15% 125
2023
Q1 		$411K Buy
3,732
+12
+0.3% +$1.3K 0.16% 123
2022
Q4 		$396K Hold
3,720
– – 0.16% 126
2022
Q3 		$390K Hold
3,720
– – 0.18% 113
2022
Q2 		$423K Buy
3,720
+944
+34% +$112K 0.2% 104
2022
Q1 		$345K Sell
2,776
-5
-0.2% -$629 0.14% 119
2021
Q4 		$359K Hold
2,781
– – 0.14% 117
2021
Q3 		$355K Hold
2,781
– – 0.13% 122
2021
Q2 		$356K Sell
2,781
-1
-0% -$127 0.14% 120
2021
Q1 		$349K Hold
2,782
– – 0.15% 120
2020
Q4 		$355K Hold
2,782
– – 0.15% 115
2020
Q3 		$352K Hold
2,782
– – 0.19% 100
2020
Q2 		$342K Buy
+2,782
New +$338K 0.3% 90

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prudent Man Advisors's TIP Position: Q1 2026 in Review

Prudent Man Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2026, closing a stake of 4,197 shares — an estimated $461K sold.

Prudent Man Advisors first reported a position in TIP in Q2 2020 and held it in 23 quarters. The position peaked at $467K in Q3 2025. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Prudent Man Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Prudent Man Advisors sold 4,197 iShares TIPS Bond ETF shares in Q1 2026, an estimated $461K.
  • Prudent Man Advisors first reported a position in iShares TIPS Bond ETF in Q2 2020 and held it in 23 quarters.
  • Prudent Man Advisors's iShares TIPS Bond ETF position peaked at $467K in Q3 2025.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.