SAS
TIP icon

Stelac Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History

Stelac Advisory Services’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 		$6.9M Buy
62,539
+6,103
+11% +$675K 1.4% 22
2025
Q4 		$6.2M Sell
56,436
-2,270
-4% -$252K 2.19% 16
2025
Q3 		$6.53M Buy
58,706
+4,472
+8% +$494K 2.26% 16
2025
Q2 		$5.97M Sell
54,234
-1,709
-3% -$186K 2.27% 14
2025
Q1 		$6.21M Buy
55,943
+5,166
+10% +$561K 2.56% 12
2024
Q4 		$5.41M Buy
50,777
+3,004
+6% +$325K 2.11% 16
2024
Q3 		$5.28M Buy
47,773
+8,061
+20% +$876K 2.14% 15
2024
Q2 		$4.24M Buy
39,712
+6,135
+18% +$652K 1.78% 17
2024
Q1 		$3.61M Buy
33,577
+13,241
+65% +$1.41M 1.69% 16
2023
Q4 		$2.19M Buy
20,336
+6,458
+47% +$675K 1.18% 22
2023
Q3 		$1.44M Buy
13,878
+2,770
+25% +$293K 0.79% 33
2023
Q2 		$1.2M Sell
11,108
-1,888
-15% -$206K 0.53% 38
2023
Q1 		$1.43M Buy
12,996
+1,371
+12% +$148K 0.62% 37
2022
Q4 		$1.24M Buy
11,625
+4,529
+64% +$484K 0.56% 41
2022
Q3 		$744K Buy
7,096
+3,979
+128% +$451K 0.34% 50
2022
Q2 		$355K Hold
3,117
– – 0.14% 111
2022
Q1 		$388K Sell
3,117
-984
-24% -$124K 0.14% 64
2021
Q4 		$530K Sell
4,101
-94
-2% -$12.1K 0.14% 88
2021
Q3 		$536K Sell
4,195
-411
-9% -$53K 0.14% 102
2021
Q2 		$590K Buy
4,606
+335
+8% +$42.6K 0.13% 118
2021
Q1 		$536K Sell
4,271
-2,940
-41% -$372K 0.2% 94
2020
Q4 		$640K Buy
7,211
+4,270
+145% +$539K 0.17% 96
2020
Q3 		$372K Sell
2,941
-502
-15% -$63.1K 0.13% 98
2020
Q2 		$276K Sell
3,443
-5,351
-61% -$651K 0.11% 92
2020
Q1 		$919K Sell
8,794
-13,238
-60% -$1.56M 0.44% 40
2019
Q4 		$2.56M Sell
22,032
-305
-1% -$35.5K 1.85% 16
2019
Q3 		$2.6M Buy
22,337
+1,278
+6% +$148K 1.84% 15
2019
Q2 		$2.43M Sell
21,059
-2,779
-12% -$316K 1.86% 16
2019
Q1 		$2.61M Hold
23,838
– – 1.26% 17
2018
Q4 		$2.61M Buy
23,838
+970
+4% +$106K 1.27% 16
2018
Q3 		$2.64M Sell
22,868
-2,132
-9% -$238K 0.77% 25
2018
Q2 		$2.82M Buy
25,000
+5,112
+26% +$574K 0.78% 20
2018
Q1 		$2.25M Buy
19,888
+10,911
+122% +$1.23M 0.68% 19
2017
Q4 		$1.02M Sell
8,977
-91
-1% -$10.3K 0.44% 19
2017
Q3 		$1.03M Sell
9,068
-1,408
-13% -$160K 0.31% 27
2017
Q2 		$1.19M Buy
10,476
+570
+6% +$65.1K 0.39% 21
2017
Q1 		$1.52M Hold
9,906
– – 0.48% 21
2016
Q4 		$1.12M Hold
9,906
– – 0.37% 23
2016
Q3 		$1.15M Sell
9,906
-3,836
-28% -$445K 0.37% 23
2016
Q2 		$1.6M Hold
13,742
– – 0.49% 20
2016
Q1 		$1.58M Buy
13,742
+2,503
+22% +$280K 0.51% 20
2015
Q4 		$1.51M Sell
11,239
-2,992
-21% -$331K 0.47% 21
2015
Q3 		$1.57M Hold
14,231
– – 0.44% 22
2015
Q2 		$1.59M Buy
14,231
+3,268
+30% +$369K 0.42% 21
2015
Q1 		$1.25M Buy
10,963
+5,016
+84% +$569K 0.34% 22
2014
Q4 		$666K Buy
5,947
+4,807
+422% +$543K 0.2% 23
2014
Q3 		$131K Hold
1,140
– – 0.04% 32
2014
Q2 		$132K Buy
+1,140
New +$130K 0.05% 33

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

Stelac Advisory Services's TIP Position: Q1 2026 in Review

Stelac Advisory Services increased its iShares TIPS Bond ETF (TIP) stake by 11% in Q1 2026, buying an estimated $675K and bringing the position to 62,539 shares worth $6.9M. The position accounts for 1.4% of the portfolio, ranked #22.

Stelac Advisory Services first reported a position in TIP in Q2 2014 and has held it in 48 quarters since. 1,014 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Stelac Advisory Services held 62,539 shares of iShares TIPS Bond ETF worth $6.9M as of Q1 2026.
  • Stelac Advisory Services bought 6,103 iShares TIPS Bond ETF shares in Q1 2026, an estimated $675K.
  • iShares TIPS Bond ETF made up 1.4% of Stelac Advisory Services's portfolio in Q1 2026, its #22 holding.
  • Stelac Advisory Services first reported a position in iShares TIPS Bond ETF in Q2 2014 and has held it in 48 quarters since.
  • 1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Stelac Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.