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Realta Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Realta Investment 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 		$3.39K Sell
31
-490
-94% -$54.2K ﹤0.01% 355
2026
Q1 		$57.5K Buy
521
+320
+159% +$35.4K 0.02% 248
2025
Q4 		$22K Buy
201
+5
+3% +$555 0.01% 274
2025
Q3 		$21.9K Buy
196
+90
+85% +$9.94K 0.01% 259
2025
Q2 		$11.7K Sell
106
-28
-21% -$3.05K ﹤0.01% 266
2025
Q1 		$14.9K Sell
134
-69
-34% -$7.5K 0.01% 269
2024
Q4 		$21.7K Sell
203
-268
-57% -$29K 0.01% 277
2024
Q3 		$51.5K Sell
471
-4,543
-91% -$494K 0.02% 241
2024
Q2 		$535K Sell
5,014
-330
-6% -$35.1K 0.1% 213
2024
Q1 		$574K Sell
5,344
-896
-14% -$95.7K 0.12% 208
2023
Q4 		$671K Sell
6,240
-1,395
-18% -$146K 0.15% 169
2023
Q3 		$822K Sell
7,635
-458
-6% -$48.5K 0.19% 123
2023
Q2 		$871K Sell
8,093
-1,583
-16% -$172K 0.19% 124
2023
Q1 		$1.07M Sell
9,676
-285
-3% -$30.8K 0.26% 96
2022
Q4 		$1.06M Sell
9,961
-21
-0.2% -$2.24K 0.26% 95
2022
Q3 		$1.05M Sell
9,982
-1,624
-14% -$184K 0.27% 86
2022
Q2 		$1.34M Sell
11,606
-260
-2% -$30.8K 0.33% 68
2022
Q1 		$1.48M Buy
11,866
+210
+2% +$26.4K 0.29% 72
2021
Q4 		$1.51M Sell
11,656
-111
-0.9% -$14.3K 0.33% 65
2021
Q3 		$1.5M Buy
11,767
+1,252
+12% +$161K 0.35% 57
2021
Q2 		$1.35M Buy
10,515
+1,743
+20% +$221K 0.32% 69
2021
Q1 		$1.1M Buy
8,772
+1,219
+16% +$154K 0.29% 88
2020
Q4 		$964K Sell
7,553
-112
-1% -$14.1K 0.27% 84
2020
Q3 		$970K Buy
7,665
+400
+6% +$50.2K 0.32% 71
2020
Q2 		$894K Sell
7,265
-462
-6% -$56.2K 0.29% 80
2020
Q1 		$911K Buy
7,727
+1,622
+27% +$191K 0.39% 56
2019
Q4 		$709K Sell
6,105
-1,294
-17% -$150K 0.19% 131
2019
Q3 		$857K Sell
7,399
-5
-0.1% -$580 0.23% 87
2019
Q2 		$853K Sell
7,404
-166
-2% -$18.9K 0.24% 93
2019
Q1 		$856K Buy
+7,570
New +$840K 0.39% 64

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

Realta Investment Advisors's TIP Position: Q2 2026 in Review

Realta Investment Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 94% in Q2 2026, selling an estimated $54.2K and leaving 31 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Realta Investment Advisors first reported a position in TIP in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.51M in Q4 2021. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Realta Investment Advisors held 31 shares of iShares TIPS Bond ETF worth $3.39K as of Q2 2026.
  • Realta Investment Advisors sold 490 iShares TIPS Bond ETF shares in Q2 2026, an estimated $54.2K.
  • iShares TIPS Bond ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #355 holding.
  • Realta Investment Advisors first reported a position in iShares TIPS Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's iShares TIPS Bond ETF position peaked at $1.51M in Q4 2021.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.