SIS
TIP icon

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

Strategic Investment Solutions’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 		$56.9K Buy
520
+5
+1% +$553 0.01% 252
2026
Q1 		$56.8K Hold
515
– – 0.01% 244
2025
Q4 		$56.6K Buy
515
+3
+0.6% +$333 0.01% 233
2025
Q3 		$56.9K Buy
512
+3
+0.6% +$331 0.02% 204
2025
Q2 		$56K Buy
509
+104
+26% +$11.3K 0.02% 199
2025
Q1 		$45K Hold
405
– – 0.01% 209
2024
Q4 		$43.1K Buy
405
+1
+0.2% +$108 0.01% 224
2024
Q3 		$44.6K Buy
404
+204
+102% +$22.2K 0.01% 203
2024
Q2 		$25.1K Buy
+200
New +$21.3K 0.01% 241
2023
Q4 		$21.5K Sell
200
-12,400
-98% -$1.3M ﹤0.01% 642
2023
Q3 		$1.33M Buy
12,600
+12,400
+6,200% +$1.31M 0.02% 273
2023
Q2 		$21.6K Hold
200
– – ﹤0.01% 446
2023
Q1 		$22.1K Buy
+200
New +$21.6K ﹤0.01% 526

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 Solutions's TIP Position: Q2 2026 in Review

Strategic Investment Solutions increased its iShares TIPS Bond ETF (TIP) stake by 0.97% in Q2 2026, buying an estimated $553 and bringing the position to 520 shares worth $56.9K. The position accounts for 0.01% of the portfolio, ranked #252.

Strategic Investment Solutions first reported a position in TIP in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.33M in Q3 2023. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Strategic Investment Solutions held 520 shares of iShares TIPS Bond ETF worth $56.9K as of Q2 2026.
  • Strategic Investment Solutions bought 5 iShares TIPS Bond ETF shares in Q2 2026, an estimated $553.
  • iShares TIPS Bond ETF made up 0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #252 holding.
  • Strategic Investment Solutions first reported a position in iShares TIPS Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Strategic Investment Solutions's iShares TIPS Bond ETF position peaked at $1.33M in Q3 2023.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.