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Stegent Equity Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Stegent Equity 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 		$250K Buy
+2,286
New +$253K 0.18% 97
2023
Q2 		– Sell
-2,446
Closed -$270K – 72
2023
Q1 		$270K Sell
2,446
-2,244
-48% -$243K 0.27% 56
2022
Q4 		$499K Buy
+4,690
New +$501K 0.6% 48
2022
Q1 		– Sell
-6,739
Closed -$870K – 112
2021
Q4 		$870K Buy
+6,739
New +$869K 0.71% 48

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

Stegent Equity Advisors's TIP Position: Q2 2026 in Review

Stegent Equity Advisors opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 2,286 shares worth $250K. The stake represents 0.18% of the portfolio and ranks #97 among its holdings. This is a return to the name: Stegent Equity Advisors previously reported a position in TIP as recently as Q1 2023.

Stegent Equity Advisors first reported a position in TIP in Q4 2021 and has held it in 4 quarters since. The position peaked at $870K in Q4 2021. 1,021 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Stegent Equity Advisors held 2,286 shares of iShares TIPS Bond ETF worth $250K as of Q2 2026.
  • iShares TIPS Bond ETF was a new Stegent Equity Advisors position in Q2 2026.
  • iShares TIPS Bond ETF made up 0.18% of Stegent Equity Advisors's portfolio in Q2 2026, its #97 holding.
  • Stegent Equity Advisors first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 4 quarters since.
  • Stegent Equity Advisors's iShares TIPS Bond ETF position peaked at $870K in Q4 2021.
  • 1,021 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.