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Tranquilli Financial Advisor’s iShares TIPS Bond ETF TIP Stock Holding History

Tranquilli Financial Advisor’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 		$722K Buy
6,598
+561
+9% +$62K 0.39% 65
2026
Q1 		$666K Sell
6,037
-62
-1% -$6.86K 0.39% 63
2025
Q4 		$670K Sell
6,099
-194
-3% -$21.5K 0.39% 61
2025
Q3 		$700K Buy
6,293
+64
+1% +$7.07K 0.41% 59
2025
Q2 		$685K Buy
6,229
+131
+2% +$14.3K 0.42% 58
2025
Q1 		$677K Buy
6,098
+1,166
+24% +$127K 0.43% 53
2024
Q4 		$526K Buy
4,932
+269
+6% +$29.1K 0.33% 64
2024
Q3 		$515K Buy
4,663
+2
+0% +$217 0.32% 65
2024
Q2 		$494K Buy
4,661
+1,306
+39% +$139K 0.33% 66
2024
Q1 		$360K Buy
3,355
+19
+0.6% +$2.03K 0.24% 80
2023
Q4 		$359K Sell
3,336
-935
-22% -$97.8K 0.25% 73
2023
Q3 		$443K Buy
+4,271
New +$452K 0.32% 61

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

Tranquilli Financial Advisor's TIP Position: Q2 2026 in Review

Tranquilli Financial Advisor increased its iShares TIPS Bond ETF (TIP) stake by 9.3% in Q2 2026, buying an estimated $62K and bringing the position to 6,598 shares worth $722K. The position accounts for 0.39% of the portfolio, ranked #65.

Tranquilli Financial Advisor first reported a position in TIP in Q3 2023 and has held it in 12 quarters since. 1,019 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Tranquilli Financial Advisor held 6,598 shares of iShares TIPS Bond ETF worth $722K as of Q2 2026.
  • Tranquilli Financial Advisor bought 561 iShares TIPS Bond ETF shares in Q2 2026, an estimated $62K.
  • iShares TIPS Bond ETF made up 0.39% of Tranquilli Financial Advisor's portfolio in Q2 2026, its #65 holding.
  • Tranquilli Financial Advisor first reported a position in iShares TIPS Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q2 2026, filed 7 Aug 2026.