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

Stratos 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
Q1 		$272K Buy
2,463
+19
+0.8% +$2.1K 0.02% 504
2025
Q4 		$269K Sell
2,444
-502
-17% -$55.7K 0.01% 551
2025
Q3 		$328K Buy
2,946
+26
+0.9% +$2.87K 0.02% 532
2025
Q2 		$321K Sell
2,920
-1,208
-29% -$132K 0.02% 530
2025
Q1 		$459K Sell
4,128
-5,220
-56% -$567K 0.03% 455
2024
Q4 		$996K Sell
9,348
-352
-4% -$38.1K 0.05% 334
2024
Q3 		$1.07M Sell
9,700
-3,161
-25% -$343K 0.05% 339
2024
Q2 		$1.37M Buy
12,861
+4,889
+61% +$520K 0.07% 283
2024
Q1 		$856K Buy
7,972
+1,362
+21% +$146K 0.05% 356
2023
Q4 		$711K Sell
6,610
-2,042
-24% -$214K 0.04% 393
2023
Q3 		$897K Buy
8,652
+4,406
+104% +$466K 0.06% 324
2023
Q2 		$457K Buy
4,246
+9
+0.2% +$980 0.03% 442
2023
Q1 		$467K Sell
4,237
-916
-18% -$99.1K 0.04% 429
2022
Q4 		$549K Sell
5,153
-3,036
-37% -$324K 0.05% 382
2022
Q3 		$859K Sell
8,189
-13,920
-63% -$1.58M 0.09% 263
2022
Q2 		$2.52M Buy
22,109
+6,869
+45% +$815K 0.23% 117
2022
Q1 		$1.9M Sell
15,240
-8,882
-37% -$1.12M 0.15% 168
2021
Q4 		$3.12M Sell
24,122
-17,421
-42% -$2.25M 0.22% 135
2021
Q3 		$5.3M Buy
41,543
+36,570
+735% +$4.72M 0.45% 48
2021
Q2 		$637K Buy
4,973
+398
+9% +$50.6K 0.06% 315
2021
Q1 		$574K Sell
4,575
-295
-6% -$37.3K 0.06% 296
2020
Q4 		$622K Buy
4,870
+1,579
+48% +$199K 0.09% 219
2020
Q3 		$416K Buy
3,291
+391
+13% +$49.1K 0.1% 208
2020
Q2 		$357K Buy
2,900
+27
+0.9% +$3.28K 0.11% 180
2020
Q1 		$339K Sell
2,873
-154
-5% -$18.1K 0.24% 98
2019
Q4 		$353K Sell
3,027
-726
-19% -$84.4K 0.2% 117
2019
Q3 		$436K Buy
3,753
+168
+5% +$19.5K 0.17% 136
2019
Q2 		$414K Buy
3,585
+6
+0.2% +$682 0.17% 139
2019
Q1 		$405K Sell
3,579
-332
-8% -$36.8K 0.22% 122
2018
Q4 		$428K Buy
+3,911
New +$427K 0.29% 104

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stratos Wealth Advisors's TIP Position: Q1 2026 in Review

Stratos Wealth Advisors increased its iShares TIPS Bond ETF (TIP) stake by 0.78% in Q1 2026, buying an estimated $2.1K and bringing the position to 2,463 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #504.

Stratos Wealth Advisors first reported a position in TIP in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.3M in Q3 2021. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Stratos Wealth Advisors held 2,463 shares of iShares TIPS Bond ETF worth $272K as of Q1 2026.
  • Stratos Wealth Advisors bought 19 iShares TIPS Bond ETF shares in Q1 2026, an estimated $2.1K.
  • iShares TIPS Bond ETF made up 0.02% of Stratos Wealth Advisors's portfolio in Q1 2026, its #504 holding.
  • Stratos Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Stratos Wealth Advisors's iShares TIPS Bond ETF position peaked at $5.3M in Q3 2021.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.