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Signature Estate & Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Signature Estate & 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 		$769K Buy
7,029
+1,074
+18% +$119K 0.01% 344
2026
Q1 		$657K Sell
5,955
-258
-4% -$28.6K 0.01% 366
2025
Q4 		$683K Sell
6,213
-1,226
-16% -$136K 0.01% 330
2025
Q3 		$827K Buy
7,439
+27
+0.4% +$2.98K 0.02% 281
2025
Q2 		$816K Buy
7,412
+22
+0.3% +$2.4K 0.02% 263
2025
Q1 		$821K Sell
7,390
-499
-6% -$54.2K 0.02% 250
2024
Q4 		$841K Sell
7,889
-1,907
-19% -$206K 0.02% 248
2024
Q3 		$1.08M Sell
9,796
-643
-6% -$69.9K 0.03% 192
2024
Q2 		$1.11M Buy
+10,439
New +$1.11M 0.03% 182
2022
Q1 		– Sell
-17,718
Closed -$2.29M – 173
2021
Q4 		$2.29M Buy
+17,718
New +$2.28M 0.1% 68
2020
Q3 		– Sell
-4,112
Closed -$506K – 156
2020
Q2 		$506K Buy
+4,112
New +$500K 0.04% 98
2017
Q3 		– Sell
-2,883
Closed -$327K – 156
2017
Q2 		$327K Buy
2,883
+327
+13% +$37.4K 0.04% 111
2017
Q1 		$293K Buy
2,556
+1,236
+94% +$141K 0.04% 122
2016
Q4 		$149K Buy
+1,320
New +$151K 0.02% 132

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

Signature Estate & Investment Advisors's TIP Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares TIPS Bond ETF (TIP) stake by 18% in Q2 2026, buying an estimated $119K and bringing the position to 7,029 shares worth $769K. The position accounts for 0.01% of the portfolio, ranked #344.

Signature Estate & Investment Advisors first reported a position in TIP in Q4 2016 and has held it in 14 quarters since. The position peaked at $2.29M in Q4 2021. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Signature Estate & Investment Advisors held 7,029 shares of iShares TIPS Bond ETF worth $769K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 1,074 iShares TIPS Bond ETF shares in Q2 2026, an estimated $119K.
  • iShares TIPS Bond ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #344 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares TIPS Bond ETF in Q4 2016 and has held it in 14 quarters since.
  • Signature Estate & Investment Advisors's iShares TIPS Bond ETF position peaked at $2.29M in Q4 2021.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.