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Soltis Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Soltis 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
Q1 		$913K Sell
8,276
-4,481
-35% -$496K 0.06% 234
2025
Q4 		$1.4M Buy
12,757
+5,064
+66% +$562K 0.09% 177
2025
Q3 		$856K Sell
7,693
-766
-9% -$84.6K 0.06% 221
2025
Q2 		$931K Sell
8,459
-494
-6% -$53.9K 0.07% 181
2025
Q1 		$995K Sell
8,953
-2,406
-21% -$261K 0.09% 170
2024
Q4 		$1.21M Sell
11,359
-682
-6% -$73.8K 0.11% 155
2024
Q3 		$1.33M Sell
12,041
-13,801
-53% -$1.5M 0.13% 140
2024
Q2 		$2.76M Sell
25,842
-1,430
-5% -$152K 0.29% 93
2024
Q1 		$2.93M Buy
27,272
+1,962
+8% +$210K 0.33% 97
2023
Q4 		$2.72M Buy
25,310
+2,663
+12% +$278K 0.31% 92
2023
Q3 		$2.35M Sell
22,647
-11,047
-33% -$1.17M 0.3% 96
2023
Q2 		$3.63M Sell
33,694
-1,648
-5% -$179K 0.42% 72
2023
Q1 		$3.9M Sell
35,342
-3,541
-9% -$383K 0.5% 55
2022
Q4 		$4.14M Sell
38,883
-153,687
-80% -$16.4M 0.54% 53
2022
Q3 		$20.2M Sell
192,570
-13,724
-7% -$1.55M 3.04% 4
2022
Q2 		$23.5M Sell
206,294
-16,879
-8% -$2M 3.41% 6
2022
Q1 		$27.8M Sell
223,173
-23,346
-9% -$2.94M 3.86% 5
2021
Q4 		$31.9M Buy
246,519
+19,024
+8% +$2.45M 4.49% 4
2021
Q3 		$29M Buy
227,495
+13,938
+7% +$1.8M 4.5% 4
2021
Q2 		$27.3M Buy
213,557
+6,877
+3% +$874K 4.33% 4
2021
Q1 		$25.9M Buy
206,680
+21,801
+12% +$2.76M 4.73% 4
2020
Q4 		$23.6M Buy
184,879
+9,414
+5% +$1.19M 4.37% 5
2020
Q3 		$22.2M Buy
175,465
+49,508
+39% +$6.22M 5.21% 4
2020
Q2 		$15.5M Buy
125,957
+28,222
+29% +$3.43M 4.02% 3
2020
Q1 		$11.5M Sell
97,735
-15,897
-14% -$1.87M 3.58% 3
2019
Q4 		$13.2M Buy
+113,632
New +$13.2M 2.55% 8

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 $105B AUM 38.07% 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

Soltis Investment Advisors's TIP Position: Q1 2026 in Review

Soltis Investment Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 35% in Q1 2026, selling an estimated $496K and leaving 8,276 shares worth $913K. The position accounts for 0.06% of the portfolio, ranked #234.

Soltis Investment Advisors first reported a position in TIP in Q4 2019 and has held it in 26 quarters since. The position peaked at $31.9M in Q4 2021. 1,014 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Soltis Investment Advisors held 8,276 shares of iShares TIPS Bond ETF worth $913K as of Q1 2026.
  • Soltis Investment Advisors sold 4,481 iShares TIPS Bond ETF shares in Q1 2026, an estimated $496K.
  • iShares TIPS Bond ETF made up 0.06% of Soltis Investment Advisors's portfolio in Q1 2026, its #234 holding.
  • Soltis Investment Advisors first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Soltis Investment Advisors's iShares TIPS Bond ETF position peaked at $31.9M in Q4 2021.
  • 1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.