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

Regal 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 		$759K Buy
6,940
+381
+6% +$42.1K 0.04% 370
2026
Q1 		$724K Buy
6,559
+55
+0.8% +$6.09K 0.04% 363
2025
Q4 		$715K Buy
6,504
+1,003
+18% +$111K 0.04% 349
2025
Q3 		$612K Buy
5,501
+52
+1% +$5.75K 0.04% 344
2025
Q2 		$600K Buy
5,449
+483
+10% +$52.7K 0.04% 319
2025
Q1 		$552K Buy
4,966
+2,038
+70% +$221K 0.04% 306
2024
Q4 		$312K Sell
2,928
-173
-6% -$18.7K 0.02% 400
2024
Q3 		$342K Sell
3,101
-2,408
-44% -$262K 0.02% 421
2024
Q2 		$588K Buy
5,509
+108
+2% +$11.5K 0.04% 324
2024
Q1 		$580K Sell
5,401
-191
-3% -$20.4K 0.04% 331
2023
Q4 		$601K Sell
5,592
-3,933
-41% -$411K 0.05% 296
2023
Q3 		$988K Buy
+9,525
New +$1.01M 0.08% 209
2023
Q2 		– Sell
-3,418
Closed -$377K – 544
2023
Q1 		$377K Sell
3,418
-3,155
-48% -$341K 0.03% 343
2022
Q4 		$700K Sell
6,573
-12,571
-66% -$1.34M 0.07% 225
2022
Q3 		$2.01M Sell
19,144
-5,255
-22% -$595K 0.21% 118
2022
Q2 		$2.78M Sell
24,399
-868
-3% -$103K 0.29% 87
2022
Q1 		$3.15M Sell
25,267
-13,922
-36% -$1.75M 0.29% 89
2021
Q4 		$5.06M Buy
39,189
+7,332
+23% +$945K 0.45% 57
2021
Q3 		$4.07M Buy
31,857
+11,127
+54% +$1.43M 0.39% 67
2021
Q2 		$2.65M Buy
+20,730
New +$2.63M 0.27% 91
2021
Q1 		– Sell
-14,819
Closed -$1.89M – 385
2020
Q4 		$1.89M Buy
+14,819
New +$1.87M 0.21% 120
2020
Q3 		– Sell
-7,465
Closed -$918K – 258
2020
Q2 		$918K Buy
+7,465
New +$908K 0.17% 125
2020
Q1 		– Sell
-6,160
Closed -$718K – 280
2019
Q4 		$718K Buy
6,160
+1,774
+40% +$206K 0.13% 161
2019
Q3 		$510K Buy
4,386
+151
+4% +$17.5K 0.1% 189
2019
Q2 		$489K Buy
4,235
+2
+0% +$227 0.1% 194
2019
Q1 		$479K Buy
4,233
+72
+2% +$7.99K 0.1% 189
2018
Q4 		$456K Sell
4,161
-46
-1% -$5.02K 0.1% 193
2018
Q3 		$465K Buy
4,207
+367
+10% +$41K 0.1% 196
2018
Q2 		$433K Sell
3,840
-4,951
-56% -$556K 0.13% 178
2018
Q1 		$994K Buy
8,791
+1,248
+17% +$140K 0.22% 123
2017
Q4 		$860K Buy
7,543
+2,643
+54% +$301K 0.19% 134
2017
Q3 		$557K Sell
4,900
-2,961
-38% -$337K 0.13% 166
2017
Q2 		$892K Buy
7,861
+2,222
+39% +$254K 0.22% 121
2017
Q1 		$647K Sell
5,639
-1,305
-19% -$149K 0.17% 146
2016
Q4 		$786K Buy
6,944
+3,091
+80% +$353K 0.22% 124
2016
Q3 		$449K Sell
3,853
-14,628
-79% -$1.7M 0.13% 166
2016
Q2 		$2.16M Sell
18,481
-5,131
-22% -$589K 0.59% 70
2016
Q1 		$2.71M Buy
23,612
+1,797
+8% +$201K 0.73% 54
2015
Q4 		$2.39M Sell
21,815
-917
-4% -$101K 0.62% 62
2015
Q3 		$2.52M Sell
22,732
-364
-2% -$40.6K 0.65% 56
2015
Q2 		$2.59M Buy
23,096
+369
+2% +$41.7K 0.7% 53
2015
Q1 		$2.58M Sell
22,727
-3,848
-14% -$436K 0.64% 58
2014
Q4 		$2.98M Sell
26,575
-2,936
-10% -$332K 0.8% 28
2014
Q3 		$3.31M Buy
29,511
+5,429
+23% +$621K 1% 17
2014
Q2 		$2.78M Buy
24,082
+22,906
+1,948% +$2.61M 0.99% 14
2014
Q1 		$132K Buy
1,176
+342
+41% +$38.3K 0.06% 237
2013
Q4 		$92K Sell
834
-300
-26% -$33.5K 0.05% 222
2013
Q3 		$128K Sell
1,134
-3,911
-78% -$436K 0.07% 209
2013
Q2 		$565K Buy
+5,045
New +$597K 0.31% 103

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

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

Regal Investment Advisors increased its iShares TIPS Bond ETF (TIP) stake by 5.8% in Q2 2026, buying an estimated $42.1K and bringing the position to 6,940 shares worth $759K. The position accounts for 0.04% of the portfolio, ranked #370.

Regal Investment Advisors first reported a position in TIP in Q2 2013 and has held it in 49 quarters since. The position peaked at $5.06M in Q4 2021. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Regal Investment Advisors held 6,940 shares of iShares TIPS Bond ETF worth $759K as of Q2 2026.
  • Regal Investment Advisors bought 381 iShares TIPS Bond ETF shares in Q2 2026, an estimated $42.1K.
  • iShares TIPS Bond ETF made up 0.04% of Regal Investment Advisors's portfolio in Q2 2026, its #370 holding.
  • Regal Investment Advisors first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 49 quarters since.
  • Regal Investment Advisors's iShares TIPS Bond ETF position peaked at $5.06M in Q4 2021.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.