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

Strategic Point 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	$254K	Hold	2,320	–	–	0.03%	35
2026 Q1	$256K	Hold	2,320	–	–	0.04%	32
2025 Q4	$255K	Hold	2,320	–	–	0.04%	33
2025 Q3	$258K	Hold	2,320	–	–	0.04%	32
2025 Q2	$255K	Hold	2,320	–	–	0.04%	32
2025 Q1	$258K	Hold	2,320	–	–	0.04%	31
2024 Q4	$247K	Hold	2,320	–	–	0.04%	32
2024 Q3	$256K	Hold	2,320	–	–	0.04%	31
2024 Q2	$248K	Hold	2,320	–	–	0.04%	31
2024 Q1	$249K	Hold	2,320	–	–	0.05%	31
2023 Q4	$249K	Hold	2,320	–	–	0.05%	31
2023 Q3	$241K	Hold	2,320	–	–	0.05%	34
2023 Q2	$250K	Hold	2,320	–	–	0.05%	32
2023 Q1	$256K	Sell	2,320 -950	-29%	-$103K	0.06%	29
2022 Q4	$348K	Hold	3,270	–	–	0.08%	28
2022 Q3	$343K	Hold	3,270	–	–	0.1%	27
2022 Q2	$372K	Buy	+3,270	New	+$388K	0.1%	25
2020 Q4	–	Sell	-3,270	Closed	-$414K	–	27
2020 Q3	$414K	Hold	3,270	–	–	0.13%	20
2020 Q2	$407K	Hold	3,270	–	–	0.13%	20
2020 Q1	$386K	Hold	3,270	–	–	0.17%	23
2019 Q4	$381K	Sell	3,270 -500	-13%	-$58.1K	0.14%	23
2019 Q3	$438K	Hold	3,770	–	–	0.17%	22
2019 Q2	$435K	Hold	3,770	–	–	0.18%	17
2019 Q1	$426K	Hold	3,770	–	–	0.19%	17
2018 Q4	$412K	Hold	3,770	–	–	0.2%	17
2018 Q3	$417	Hold	3,770	–	–	0.01%	18
2018 Q2	$425K	Hold	3,770	–	–	0.17%	18
2018 Q1	$426K	Hold	3,770	–	–	0.17%	19
2017 Q4	$430K	Hold	3,770	–	–	0.17%	19
2017 Q3	$428K	Hold	3,770	–	–	0.16%	18
2017 Q2	$427K	Sell	3,770 -315	-8%	-$36K	0.17%	18
2017 Q1	$468	Buy	4,085 +315	+8%	+$35.9K	﹤0.01%	15
2016 Q4	$426K	Hold	3,770	–	–	0.17%	14
2016 Q3	$439K	Hold	3,770	–	–	0.19%	12
2016 Q2	$439K	Buy	3,770 +300	+9%	+$34.5K	0.2%	12
2016 Q1	$397K	Buy	3,470 +200	+6%	+$22.3K	0.18%	11
2015 Q4	$358K	Hold	3,270	–	–	0.15%	11
2015 Q3	$361K	Hold	3,270	–	–	0.17%	10
2015 Q2	$366K	Hold	3,270	–	–	0.07%	11
2015 Q1	$371K	Hold	3,270	–	–	0.14%	11
2014 Q4	$366K	Hold	3,270	–	–	0.16%	9
2014 Q3	$366K	Hold	3,270	–	–	0.16%	10
2014 Q2	$377K	Hold	3,270	–	–	0.17%	10
2014 Q1	$366K	Hold	3,270	–	–	0.18%	9
2013 Q4	$359K	Hold	3,270	–	–	0.17%	9
2013 Q3	$368K	Sell	3,270 -1,620	-33%	-$181K	0.19%	9
2013 Q2	$547K	Buy	+4,890	New	+$579K	0.32%	9

Other funds holding TIP

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

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

Strategic Point Investment Advisors held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 2,320 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #35.

Strategic Point Investment Advisors first reported a position in TIP in Q2 2013 and has held it in 47 quarters since. The position peaked at $547K in Q2 2013. 475 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Strategic Point Investment Advisors held 2,320 shares of iShares TIPS Bond ETF worth $254K as of Q2 2026.
Strategic Point Investment Advisors left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
iShares TIPS Bond ETF made up 0.03% of Strategic Point Investment Advisors's portfolio in Q2 2026, its #35 holding.
Strategic Point Investment Advisors first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 47 quarters since.
Strategic Point Investment Advisors's iShares TIPS Bond ETF position peaked at $547K in Q2 2013.
475 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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