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Sterling Investment Advisors (Missouri)’s iShares TIPS Bond ETF TIP Stock Holding History

Sterling Investment Advisors (Missouri)’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 		$7.21M Buy
65,888
+2,700
+4% +$298K 3.24% 10
2026
Q1 		$6.97M Buy
63,188
+2,127
+3% +$235K 3.35% 10
2025
Q4 		$6.71M Buy
61,061
+2,613
+4% +$290K 3.25% 11
2025
Q3 		$6.5M Buy
58,448
+6,691
+13% +$739K 3.22% 12
2025
Q2 		$5.7M Buy
51,757
+1,221
+2% +$133K 2.97% 12
2025
Q1 		$5.61M Buy
50,536
+2,105
+4% +$229K 3.16% 12
2024
Q4 		$5.16M Buy
48,431
+1,235
+3% +$134K 3.02% 13
2024
Q3 		$5.21M Buy
47,196
+1,777
+4% +$193K 2.93% 13
2024
Q2 		$4.85M Buy
45,419
+43
+0.1% +$4.57K 2.96% 13
2024
Q1 		$4.87M Buy
45,376
+1,489
+3% +$159K 2.86% 13
2023
Q4 		$4.72M Sell
43,887
-4,514
-9% -$472K 2.92% 13
2023
Q3 		$5.02M Sell
48,401
-555
-1% -$58.7K 3.2% 13
2023
Q2 		$5.27M Sell
48,956
-3,399
-6% -$370K 3.35% 11
2023
Q1 		$5.77M Sell
52,355
-357
-0.7% -$38.6K 3.74% 10
2022
Q4 		$5.61M Sell
52,712
-33,455
-39% -$3.57M 3.84% 10
2022
Q3 		$9.04M Sell
86,167
-2,873
-3% -$325K 6.78% 5
2022
Q2 		$10.1M Buy
89,040
+4,566
+5% +$542K 6.96% 5
2022
Q1 		$10.5M Buy
84,474
+34,886
+70% +$4.39M 6.23% 6
2021
Q4 		$6.41M Buy
49,588
+2,707
+6% +$349K 3.65% 9
2021
Q3 		$5.99M Buy
46,881
+574
+1% +$74K 3.59% 9
2021
Q2 		$5.93M Buy
46,307
+1,698
+4% +$216K 3.59% 9
2021
Q1 		$5.6M Buy
44,609
+2,952
+7% +$374K 3.55% 9
2020
Q4 		$5.32M Buy
41,657
+1,071
+3% +$135K 3.52% 9
2020
Q3 		$5.13M Buy
40,586
+2,578
+7% +$324K 3.92% 9
2020
Q2 		$4.67M Sell
38,008
-630
-2% -$76.6K 3.75% 10
2020
Q1 		$4.56M Sell
38,638
-1,636
-4% -$193K 4.22% 8
2019
Q4 		$4.7M Sell
40,274
-751
-2% -$87.3K 3.61% 8
2019
Q3 		$4.77M Buy
41,025
+111
+0.3% +$12.9K 3.79% 9
2019
Q2 		$4.72M Buy
40,914
+394
+1% +$44.8K 3.77% 9
2019
Q1 		$4.58M Sell
40,520
-32
-0.1% -$3.55K 3.74% 9
2018
Q4 		$4.44M Sell
40,552
-1,048
-3% -$114K 3.95% 8
2018
Q3 		$4.6M Buy
41,600
+1,739
+4% +$194K 3.76% 9
2018
Q2 		$4.5M Buy
39,861
+2,726
+7% +$306K 3.8% 9
2018
Q1 		$4.2M Buy
37,135
+1,489
+4% +$168K 3.46% 8
2017
Q4 		$4.07M Buy
35,646
+1,124
+3% +$128K 3.36% 10
2017
Q3 		$3.92M Buy
34,522
+2,495
+8% +$284K 3.34% 10
2017
Q2 		$3.63M Buy
32,027
+2,050
+7% +$234K 3.32% 10
2017
Q1 		$3.44M Buy
29,977
+1,389
+5% +$158K 3.29% 8
2016
Q4 		$3.23M Buy
28,588
+710
+3% +$81.1K 3.33% 9
2016
Q3 		$3.25M Buy
27,878
+6,832
+32% +$793K 3.32% 9
2016
Q2 		$2.46M Sell
21,046
-425
-2% -$48.8K 2.51% 16
2016
Q1 		$2.46M Sell
21,471
-810
-4% -$90.5K 2.6% 16
2015
Q4 		$2.44M Buy
22,281
+1,060
+5% +$117K 2.64% 16
2015
Q3 		$2.35M Sell
21,221
-252
-1% -$28.1K 2.68% 16
2015
Q2 		$2.41M Sell
21,473
-1,137
-5% -$129K 2.55% 16
2015
Q1 		$2.57M Sell
22,610
-97
-0.4% -$11K 2.59% 16
2014
Q4 		$2.54M Buy
+22,707
New +$2.56M 2.62% 16

Other funds holding TIP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sterling Investment Advisors (Missouri)'s TIP Position: Q2 2026 in Review

Sterling Investment Advisors (Missouri) increased its iShares TIPS Bond ETF (TIP) stake by 4.3% in Q2 2026, buying an estimated $298K and bringing the position to 65,888 shares worth $7.21M. The position accounts for 3.24% of the portfolio, ranked #10.

Sterling Investment Advisors (Missouri) first reported a position in TIP in Q4 2014 and has held it in 47 quarters since. The position peaked at $10.5M in Q1 2022. 624 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Sterling Investment Advisors (Missouri) held 65,888 shares of iShares TIPS Bond ETF worth $7.21M as of Q2 2026.
  • Sterling Investment Advisors (Missouri) bought 2,700 iShares TIPS Bond ETF shares in Q2 2026, an estimated $298K.
  • iShares TIPS Bond ETF made up 3.24% of Sterling Investment Advisors (Missouri)'s portfolio in Q2 2026, its #10 holding.
  • Sterling Investment Advisors (Missouri) first reported a position in iShares TIPS Bond ETF in Q4 2014 and has held it in 47 quarters since.
  • Sterling Investment Advisors (Missouri)'s iShares TIPS Bond ETF position peaked at $10.5M in Q1 2022.
  • 624 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q2 2026, filed 9 Jul 2026.