TFB Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

TFB 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	$808K	Buy	7,385 +63	+0.9%	+$6.96K	0.36%	67
2026 Q1	$808K	Sell	7,322 -1,758	-19%	-$195K	0.42%	56
2025 Q4	$998K	Sell	9,080 -9	-0.1%	-$998	0.28%	84
2025 Q3	$1.01M	Buy	9,089 +55	+0.6%	+$6.08K	0.3%	81
2025 Q2	$994K	Sell	9,034 -494	-5%	-$53.9K	0.26%	90
2025 Q1	$1.06M	Sell	9,528 -521	-5%	-$56.6K	0.31%	81
2024 Q4	$1.07M	Buy	+10,049	New	+$1.09M	0.31%	74
2024 Q3	–	Sell	-11,105	Closed	-$1.19M	–	324
2024 Q2	$1.19M	Sell	11,105 -2,760	-20%	-$293K	0.39%	60
2024 Q1	$1.46M	Buy	+13,865	New	+$1.48M	0.53%	47
2023 Q3	–	Sell	-3,244	Closed	-$349K	–	213
2023 Q2	$349K	Buy	+3,244	New	+$353K	0.15%	159

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TFB Advisors's TIP Position: Q2 2026 in Review

TFB Advisors increased its iShares TIPS Bond ETF (TIP) stake by 0.86% in Q2 2026, buying an estimated $6.96K and bringing the position to 7,385 shares worth $808K. The position accounts for 0.36% of the portfolio, ranked #67.

TFB Advisors first reported a position in TIP in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.46M in Q1 2024. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

TFB Advisors held 7,385 shares of iShares TIPS Bond ETF worth $808K as of Q2 2026.
TFB Advisors bought 63 iShares TIPS Bond ETF shares in Q2 2026, an estimated $6.96K.
iShares TIPS Bond ETF made up 0.36% of TFB Advisors's portfolio in Q2 2026, its #67 holding.
TFB Advisors first reported a position in iShares TIPS Bond ETF in Q2 2023 and has held it in 10 quarters since.
TFB Advisors's iShares TIPS Bond ETF position peaked at $1.46M in Q1 2024.
1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on TFB Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.