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

Strategic 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
Q2 		$11.8M Sell
107,949
-1,698
-2% -$188K 0.71% 29
2026
Q1 		$12.1M Buy
109,647
+4,394
+4% +$486K 0.84% 28
2025
Q4 		$11.6M Buy
105,253
+103,349
+5,428% +$11.5M 1% 25
2025
Q3 		$15.7M Sell
1,904
-139,364
-99% -$15.4M 1.41% 19
2025
Q2 		$15.5M Sell
141,268
-17,254
-11% -$1.88M 1.51% 18
2025
Q1 		$17.6M Buy
158,522
+972
+0.6% +$106K 1.87% 14
2024
Q4 		$16.8M Buy
+157,550
New +$17.1M 1.78% 12
2024
Q3 		– Sell
-126,022
Closed -$13.5M – 243
2024
Q2 		$13.5M Buy
+126,022
New +$13.4M 1.64% 15
2023
Q4 		– Sell
-161,237
Closed -$16.7M – 251
2023
Q3 		$16.7M Buy
+161,237
New +$17.1M 2.75% 9
2022
Q3 		– Sell
-167,683
Closed -$19.1M – 211
2022
Q2 		$19.1M Buy
167,683
+15,091
+10% +$1.79M 3.82% 4
2022
Q1 		$19M Buy
+152,592
New +$19.2M 3.59% 5
2021
Q2 		– Sell
-60,662
Closed -$7.61M – 210
2021
Q1 		$7.61M Buy
60,662
+29,197
+93% +$3.7M 1.98% 14
2020
Q4 		$4.02M Buy
31,465
+25,022
+388% +$3.16M 1.16% 23
2020
Q3 		$815K Buy
+6,443
New +$809K 0.28% 70

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

Strategic Investment Advisors's TIP Position: Q2 2026 in Review

Strategic Investment Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 1.5% in Q2 2026, selling an estimated $188K and leaving 107,949 shares worth $11.8M. The position accounts for 0.71% of the portfolio, ranked #29.

Strategic Investment Advisors first reported a position in TIP in Q3 2020 and has held it in 14 quarters since. The position peaked at $19.1M in Q2 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Strategic Investment Advisors held 107,949 shares of iShares TIPS Bond ETF worth $11.8M as of Q2 2026.
  • Strategic Investment Advisors sold 1,698 iShares TIPS Bond ETF shares in Q2 2026, an estimated $188K.
  • iShares TIPS Bond ETF made up 0.71% of Strategic Investment Advisors's portfolio in Q2 2026, its #29 holding.
  • Strategic Investment Advisors first reported a position in iShares TIPS Bond ETF in Q3 2020 and has held it in 14 quarters since.
  • Strategic Investment Advisors's iShares TIPS Bond ETF position peaked at $19.1M in Q2 2022.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.