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SOA Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

SOA Wealth 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
Q1 		$199K Hold
1,803
– – 0.04% 197
2025
Q4 		$198K Sell
1,803
-27
-1% -$3K 0.03% 205
2025
Q3 		$204K Buy
1,830
+15
+0.8% +$1.66K 0.03% 203
2025
Q2 		$200K Buy
1,815
+24
+1% +$2.62K 0.04% 195
2025
Q1 		$199K Buy
1,791
+3
+0.2% +$326 0.04% 189
2024
Q4 		$190K Sell
1,788
-149
-8% -$16.1K 0.04% 186
2024
Q3 		$214K Buy
1,937
+12
+0.6% +$1.3K 0.04% 180
2024
Q2 		$206K Sell
1,925
-17
-0.9% -$1.81K 0.04% 180
2024
Q1 		$209K Buy
1,942
+3
+0.2% +$321 0.04% 177
2023
Q4 		$208K Sell
1,939
-4
-0.2% -$418 0.05% 169
2023
Q3 		$202K Buy
1,943
+16
+0.8% +$1.69K 0.05% 162
2023
Q2 		$207K Sell
1,927
-42
-2% -$4.57K 0.05% 157
2023
Q1 		$217K Sell
1,969
-43
-2% -$4.65K 0.05% 147
2022
Q4 		$214K Sell
2,012
-179
-8% -$19.1K 0.06% 143
2022
Q3 		$229K Buy
2,191
+54
+3% +$6.12K 0.07% 135
2022
Q2 		$243K Buy
2,137
+130
+6% +$15.4K 0.07% 129
2022
Q1 		$250K Buy
2,007
+9
+0.5% +$1.13K 0.06% 141
2021
Q4 		$258K Buy
1,998
+21
+1% +$2.71K 0.06% 137
2021
Q3 		$252K Buy
1,977
+216
+12% +$27.9K 0.06% 136
2021
Q2 		$225K Sell
1,761
-164
-9% -$20.8K 0.06% 145
2021
Q1 		$241K Sell
1,925
-8
-0.4% -$1.01K 0.07% 131
2020
Q4 		$247K Buy
+1,933
New +$244K 0.07% 124

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SOA Wealth Advisors's TIP Position: Q1 2026 in Review

SOA Wealth Advisors held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 1,803 shares worth $199K. The position accounts for 0.04% of the portfolio, ranked #197.

SOA Wealth Advisors first reported a position in TIP in Q4 2020 and has held it in 22 quarters since. The position peaked at $258K in Q4 2021. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • SOA Wealth Advisors held 1,803 shares of iShares TIPS Bond ETF worth $199K as of Q1 2026.
  • SOA Wealth Advisors left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
  • iShares TIPS Bond ETF made up 0.04% of SOA Wealth Advisors's portfolio in Q1 2026, its #197 holding.
  • SOA Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • SOA Wealth Advisors's iShares TIPS Bond ETF position peaked at $258K in Q4 2021.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.