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Simon Quick Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Simon Quick 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 		$1.96M Buy
17,868
+85
+0.5% +$9.4K 0.08% 145
2026
Q1 		$1.96M Buy
17,783
+339
+2% +$37.5K 0.09% 139
2025
Q4 		$1.92M Buy
17,444
+267
+2% +$29.6K 0.08% 138
2025
Q3 		$1.91M Buy
17,177
+325
+2% +$35.9K 0.09% 140
2025
Q2 		$1.85M Buy
16,852
+6,174
+58% +$673K 0.09% 130
2025
Q1 		$1.19M Sell
10,678
-105
-1% -$11.4K 0.07% 150
2024
Q4 		$1.15M Sell
10,783
-178
-2% -$19.3K 0.07% 135
2024
Q3 		$1.21M Buy
10,961
+59
+0.5% +$6.41K 0.08% 119
2024
Q2 		$1.16M Buy
10,902
+138
+1% +$14.7K 0.08% 114
2024
Q1 		$1.16M Hold
10,764
– – 0.09% 118
2023
Q4 		$1.16M Buy
10,764
+82
+0.8% +$8.57K 0.1% 100
2023
Q3 		$1.11M Buy
10,682
+95
+0.9% +$10.1K 0.1% 99
2023
Q2 		$1.14M Buy
10,587
+188
+2% +$20.5K 0.11% 90
2023
Q1 		$1.15M Hold
10,399
– – 0.12% 89
2022
Q4 		$1.11M Buy
10,399
+942
+10% +$101K 0.13% 81
2022
Q3 		$992K Buy
9,457
+212
+2% +$24K 0.14% 82
2022
Q2 		$1.06M Buy
9,245
+9,170
+12,227% +$1.09M 0.14% 81
2022
Q1 		$9K Hold
75
– – ﹤0.01% 306
2021
Q4 		$10K Sell
75
-272
-78% -$35.1K ﹤0.01% 315
2021
Q3 		$44K Buy
347
+7
+2% +$903 0.01% 267
2021
Q2 		$43K Buy
340
+72
+27% +$9.15K 0.01% 273
2021
Q1 		$33K Hold
268
– – 0.01% 312
2020
Q4 		$34K Buy
+268
New +$33.8K 0.01% 285
2019
Q3 		– Sell
-183
Closed -$21.1K – 517
2019
Q2 		$21.1K Buy
183
+153
+510% +$17.4K 0.01% 175
2019
Q1 		$3K Buy
+30
New +$3.33K ﹤0.01% 372
2017
Q4 		– Sell
-56
Closed -$6K – 579
2017
Q3 		$6K Buy
+56
New +$6.38K ﹤0.01% 456
2017
Q2 		– Sell
-56
Closed -$6K – 372
2017
Q1 		$6K Buy
+56
New +$6.38K ﹤0.01% 282

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

Simon Quick Advisors's TIP Position: Q2 2026 in Review

Simon Quick Advisors increased its iShares TIPS Bond ETF (TIP) stake by 0.48% in Q2 2026, buying an estimated $9.4K and bringing the position to 17,868 shares worth $1.96M. The position accounts for 0.08% of the portfolio, ranked #145.

Simon Quick Advisors first reported a position in TIP in Q1 2017 and has held it in 27 quarters since. The position peaked at $1.96M in Q1 2026. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Simon Quick Advisors held 17,868 shares of iShares TIPS Bond ETF worth $1.96M as of Q2 2026.
  • Simon Quick Advisors bought 85 iShares TIPS Bond ETF shares in Q2 2026, an estimated $9.4K.
  • iShares TIPS Bond ETF made up 0.08% of Simon Quick Advisors's portfolio in Q2 2026, its #145 holding.
  • Simon Quick Advisors first reported a position in iShares TIPS Bond ETF in Q1 2017 and has held it in 27 quarters since.
  • Simon Quick Advisors's iShares TIPS Bond ETF position peaked at $1.96M in Q1 2026.
  • 1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.