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Steward Partners Investment Advisory’s iShares TIPS Bond ETF TIP Stock Holding History

Steward Partners Investment Advisory’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 		$7.08M Buy
64,660
+27,628
+75% +$3.05M 0.04% 441
2026
Q1 		$4.09M Buy
37,032
+4,472
+14% +$495K 0.02% 580
2025
Q4 		$3.58M Sell
32,560
-453
-1% -$50.3K 0.02% 577
2025
Q3 		$3.67M Sell
33,013
-625
-2% -$69K 0.02% 564
2025
Q2 		$3.7M Sell
33,638
-2,295
-6% -$250K 0.03% 503
2025
Q1 		$3.99M Sell
35,933
-1,212
-3% -$132K 0.04% 460
2024
Q4 		$3.96M Buy
37,145
+11,849
+47% +$1.28M 0.04% 438
2024
Q3 		$2.79M Sell
25,296
-1,288
-5% -$140K 0.03% 522
2024
Q2 		$2.84M Sell
26,584
-4,071
-13% -$433K 0.03% 486
2024
Q1 		$3.29M Sell
30,655
-17,086
-36% -$1.83M 0.04% 432
2023
Q4 		$5.13M Sell
47,741
-18,448
-28% -$1.93M 0.07% 284
2023
Q3 		$6.87M Sell
66,189
-3,252
-5% -$344K 0.11% 202
2023
Q2 		$7.47M Sell
69,441
-39,252
-36% -$4.27M 0.11% 194
2023
Q1 		$12M Sell
108,693
-16,847
-13% -$1.82M 0.19% 121
2022
Q4 		$13.4M Sell
125,540
-44,593
-26% -$4.76M 0.23% 107
2022
Q3 		$17.8M Sell
170,133
-192
-0.1% -$21.7K 0.33% 63
2022
Q2 		$19.4M Sell
170,325
-157,511
-48% -$18.7M 0.36% 62
2022
Q1 		$40.8M Buy
327,836
+109,289
+50% +$13.7M 0.63% 22
2021
Q4 		$28.2M Buy
218,547
+26,946
+14% +$3.47M 0.43% 42
2021
Q3 		$24.5M Buy
191,601
+40,873
+27% +$5.27M 0.42% 44
2021
Q2 		$19.3M Sell
150,728
-4,833
-3% -$614K 0.33% 61
2021
Q1 		$19.5M Buy
155,561
+45,052
+41% +$5.7M 0.34% 60
2020
Q4 		$14.1M Buy
110,509
+14,707
+15% +$1.86M 0.31% 77
2020
Q3 		$12.1M Buy
95,802
+27,686
+41% +$3.48M 0.31% 81
2020
Q2 		$8.38M Buy
68,116
+38,989
+134% +$4.74M 0.24% 112
2020
Q1 		$3.43M Buy
29,127
+264
+0.9% +$31.1K 0.13% 181
2019
Q4 		$3.36M Buy
28,863
+2,191
+8% +$255K 0.1% 214
2019
Q3 		$3.1M Buy
26,672
+539
+2% +$62.6K 0.1% 203
2019
Q2 		$3.02M Buy
26,133
+7,781
+42% +$885K 0.11% 192
2019
Q1 		$2.08M Sell
18,352
-474
-3% -$52.6K 0.09% 228
2018
Q4 		$2.06M Buy
18,826
+7,934
+73% +$866K 0.1% 217
2018
Q3 		$1.21M Sell
10,892
-4,634
-30% -$518K 0.06% 305
2018
Q2 		$1.75M Sell
15,526
-2,286
-13% -$257K 0.1% 214
2018
Q1 		$2.01M Sell
17,812
-472
-3% -$53.1K 0.14% 168
2017
Q4 		$2.08M Sell
18,284
-1,583
-8% -$180K 0.16% 145
2017
Q3 		$2.26M Buy
19,867
+989
+5% +$113K 0.23% 104
2017
Q2 		$2.14M Buy
18,878
+8,912
+89% +$1.02M 0.24% 105
2017
Q1 		$1.14M Buy
+9,966
New +$1.14M 0.17% 120

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

Steward Partners Investment Advisory's TIP Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares TIPS Bond ETF (TIP) stake by 75% in Q2 2026, buying an estimated $3.05M and bringing the position to 64,660 shares worth $7.08M. The position accounts for 0.04% of the portfolio, ranked #441.

Steward Partners Investment Advisory first reported a position in TIP in Q1 2017 and has held it in 38 quarters since. The position peaked at $40.8M in Q1 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Steward Partners Investment Advisory held 64,660 shares of iShares TIPS Bond ETF worth $7.08M as of Q2 2026.
  • Steward Partners Investment Advisory bought 27,628 iShares TIPS Bond ETF shares in Q2 2026, an estimated $3.05M.
  • iShares TIPS Bond ETF made up 0.04% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #441 holding.
  • Steward Partners Investment Advisory first reported a position in iShares TIPS Bond ETF in Q1 2017 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's iShares TIPS Bond ETF position peaked at $40.8M in Q1 2022.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.