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Sequoia Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Sequoia Financial 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 		$419K Buy
3,833
+15
+0.4% +$1.66K ﹤0.01% 1449
2026
Q1 		$421K Buy
3,818
+21
+0.6% +$2.32K ﹤0.01% 1373
2025
Q4 		$417K Sell
3,797
-574
-13% -$63.7K ﹤0.01% 1378
2025
Q3 		$486K Sell
4,371
-3,142
-42% -$347K ﹤0.01% 1151
2025
Q2 		$827K Sell
7,513
-425
-5% -$46.4K 0.01% 770
2025
Q1 		$882K Sell
7,938
-746
-9% -$81K 0.01% 665
2024
Q4 		$925K Buy
8,684
+4,422
+104% +$479K 0.01% 598
2024
Q3 		$471K Sell
4,262
-18
-0.4% -$1.96K 0.01% 773
2024
Q2 		$457K Sell
4,280
-229
-5% -$24.3K 0.01% 723
2024
Q1 		$484K Buy
4,509
+1,354
+43% +$145K 0.01% 698
2023
Q4 		$339K Sell
3,155
-1,885
-37% -$197K ﹤0.01% 875
2023
Q3 		$523K Sell
5,040
-383
-7% -$40.5K 0.01% 512
2023
Q2 		$584K Sell
5,423
-2,365
-30% -$258K 0.01% 481
2023
Q1 		$859K Sell
7,788
-1,132
-13% -$122K 0.02% 342
2022
Q4 		$949K Buy
8,920
+1,269
+17% +$136K 0.02% 299
2022
Q3 		$803K Sell
7,651
-2,119
-22% -$240K 0.03% 231
2022
Q2 		$1.11M Buy
9,770
+316
+3% +$37.5K 0.03% 218
2022
Q1 		$1.18M Buy
9,454
+1,542
+19% +$194K 0.03% 236
2021
Q4 		$1.02M Buy
7,912
+6,085
+333% +$785K 0.03% 237
2021
Q3 		$233K Sell
1,827
-910
-33% -$117K 0.02% 231
2021
Q2 		$350K Sell
2,737
-21
-0.8% -$2.67K 0.01% 342
2021
Q1 		$346K Buy
2,758
+285
+12% +$36.1K 0.01% 311
2020
Q4 		$316K Sell
2,473
-339
-12% -$42.8K 0.01% 314
2020
Q3 		$356K Buy
2,812
+440
+19% +$55.3K 0.02% 271
2020
Q2 		$292K Sell
2,372
-445
-16% -$54.1K 0.02% 296
2020
Q1 		$332K Sell
2,817
-307
-10% -$36.2K 0.02% 250
2019
Q4 		$364K Buy
3,124
+751
+32% +$87.3K 0.02% 272
2019
Q3 		$276K Hold
2,373
– – 0.02% 289
2019
Q2 		$274K Buy
2,373
+470
+25% +$53.4K 0.02% 292
2019
Q1 		$215K Buy
1,903
+40
+2% +$4.44K 0.02% 338
2018
Q4 		$204K Sell
1,863
-128
-6% -$14K 0.02% 272
2018
Q3 		$220K Sell
1,991
-153
-7% -$17.1K 0.02% 288
2018
Q2 		$242K Buy
2,144
+280
+15% +$31.4K 0.03% 265
2018
Q1 		$211K Buy
1,864
+44
+2% +$4.95K 0.02% 277
2017
Q4 		$208K Hold
1,820
– – 0.02% 282
2017
Q3 		$207K Hold
1,820
– – 0.02% 264
2017
Q2 		$206K Buy
1,820
+27
+2% +$3.08K 0.03% 265
2017
Q1 		$206K Hold
1,793
– – 0.03% 260
2016
Q4 		$203K Buy
+1,793
New +$205K 0.03% 256
2014
Q4 		– Sell
-2,175
Closed -$244K – 170
2014
Q3 		$244K Sell
2,175
-156
-7% -$17.8K 0.17% 132
2014
Q2 		$269K Sell
2,331
-624
-21% -$71.1K 0.2% 116
2014
Q1 		$331K Sell
2,955
-3,295
-53% -$369K 0.28% 94
2013
Q4 		$687K Buy
+6,250
New +$698K 0.57% 44

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

Sequoia Financial Advisors's TIP Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares TIPS Bond ETF (TIP) stake by 0.39% in Q2 2026, buying an estimated $1.66K and bringing the position to 3,833 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Sequoia Financial Advisors first reported a position in TIP in Q4 2013 and has held it in 43 quarters since. The position peaked at $1.18M in Q1 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Sequoia Financial Advisors held 3,833 shares of iShares TIPS Bond ETF worth $419K as of Q2 2026.
  • Sequoia Financial Advisors bought 15 iShares TIPS Bond ETF shares in Q2 2026, an estimated $1.66K.
  • iShares TIPS Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1449 holding.
  • Sequoia Financial Advisors first reported a position in iShares TIPS Bond ETF in Q4 2013 and has held it in 43 quarters since.
  • Sequoia Financial Advisors's iShares TIPS Bond ETF position peaked at $1.18M in Q1 2022.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.