Smith Thornton Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Smith Thornton 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	$435K	Hold	4,035	–	–	0.19%	96
2026 Q1	$445K	Hold	4,035	–	–	0.22%	89
2025 Q4	$443K	Sell	4,035 -20	-0.5%	-$2.22K	0.23%	92
2025 Q3	$451K	Hold	4,055	–	–	0.24%	87
2025 Q2	$446K	Sell	4,055 -770	-16%	-$84K	0.26%	85
2025 Q1	$536K	Hold	4,825	–	–	0.33%	69
2024 Q4	$514K	Sell	4,825 -2,044	-30%	-$221K	0.32%	77
2024 Q3	$759K	Sell	6,869 -60	-0.9%	-$6.52K	0.5%	62
2024 Q2	$740K	Buy	+6,929	New	+$737K	0.54%	57

Other funds holding TIP

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

VIS

Vertex Investment Solutions Chiyoda-Ku $148M AUM

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

WFA

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Smith Thornton Advisors's TIP Position: Q2 2026 in Review

Smith Thornton Advisors held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 4,035 shares worth $435K. The position accounts for 0.19% of the portfolio, ranked #96.

Smith Thornton Advisors first reported a position in TIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $759K in Q3 2024. 313 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Smith Thornton Advisors held 4,035 shares of iShares TIPS Bond ETF worth $435K as of Q2 2026.
Smith Thornton Advisors left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
iShares TIPS Bond ETF made up 0.19% of Smith Thornton Advisors's portfolio in Q2 2026, its #96 holding.
Smith Thornton Advisors first reported a position in iShares TIPS Bond ETF in Q2 2024 and has held it in 9 quarters since.
Smith Thornton Advisors's iShares TIPS Bond ETF position peaked at $759K in Q3 2024.
313 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.