SWA
TIP icon

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

Strategic Wealth 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 		$44K Buy
405
+58
+17% +$6.41K 0.04% 108
2026
Q1 		$38K Sell
347
-58
-14% -$6.42K 0.03% 120
2025
Q4 		$44K Buy
+405
New +$44.9K 0.04% 108

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 Wealth Advisors's TIP Position: Q2 2026 in Review

Strategic Wealth Advisors increased its iShares TIPS Bond ETF (TIP) stake by 17% in Q2 2026, buying an estimated $6.41K and bringing the position to 405 shares worth $44K. The position accounts for 0.04% of the portfolio, ranked #108.

Strategic Wealth Advisors first reported a position in TIP in Q4 2025 and has held it in 3 quarters since. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Strategic Wealth Advisors held 405 shares of iShares TIPS Bond ETF worth $44K as of Q2 2026.
  • Strategic Wealth Advisors bought 58 iShares TIPS Bond ETF shares in Q2 2026, an estimated $6.41K.
  • iShares TIPS Bond ETF made up 0.04% of Strategic Wealth Advisors's portfolio in Q2 2026, its #108 holding.
  • Strategic Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.