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Transamerica Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Transamerica Financial 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 		$3.4M Sell
31,052
-495
-2% -$54.7K 0.29% 85
2026
Q1 		$3.48M Sell
31,547
-780
-2% -$86.3K 0.3% 89
2025
Q4 		$3.55M Sell
32,327
-961
-3% -$107K 0.3% 93
2025
Q3 		$3.7M Sell
33,288
-1,204
-3% -$133K 0.31% 75
2025
Q2 		$3.8M Buy
34,492
+545
+2% +$59.4K 0.36% 70
2025
Q1 		$3.77M Sell
33,947
-2,068
-6% -$225K 0.38% 67
2024
Q4 		$3.84M Buy
36,015
+35,861
+23,286% +$3.88M 0.38% 71
2024
Q3 		$17K Sell
154
-1,182
-88% -$128K ﹤0.01% 327
2024
Q2 		$143K Hold
1,336
– – 0.02% 213
2024
Q1 		$144K Sell
1,336
-70,496
-98% -$7.53M 0.01% 234
2023
Q4 		$7.72M Sell
71,832
-58,233
-45% -$6.09M 1.07% 20
2023
Q3 		$13.5M Buy
130,065
+58,631
+82% +$6.2M 1.83% 9
2023
Q2 		$7.69M Sell
71,434
-98,517
-58% -$10.7M 1% 18
2023
Q1 		$18.7M Buy
169,951
+67,522
+66% +$7.31M 2.48% 6
2022
Q4 		$10.9M Sell
102,429
-18,697
-15% -$2M 1.55% 15
2022
Q3 		$12.7M Sell
121,126
-56,879
-32% -$6.44M 1.87% 10
2022
Q2 		$20.3M Buy
178,005
+177,458
+32,442% +$21M 2.87% 5
2022
Q1 		$69K Sell
547
-140
-20% -$17.6K 2.46% 9
2021
Q4 		$89K Sell
687
-17
-2% -$2.19K 2.41% 10
2021
Q3 		$90K Sell
704
-24
-3% -$3.09K 2.52% 10
2021
Q2 		$94K Buy
728
+13
+2% +$1.65K 2.3% 14
2021
Q1 		$90K Sell
715
-306
-30% -$38.7K 2.19% 13
2020
Q4 		$131K Sell
1,021
-251
-20% -$31.7K 2.71% 10
2020
Q3 		$161K Sell
1,272
-63,583
-98% -$7.99M 2.92% 8
2020
Q2 		$7.98M Buy
64,855
+63,082
+3,558% +$7.67M 1.75% 12
2020
Q1 		$210K Sell
1,773
-93
-5% -$11K 3.74% 5
2019
Q4 		$218K Sell
1,866
-375
-17% -$43.6K 3.02% 8
2019
Q3 		$261K Sell
2,241
-54,025
-96% -$6.27M 3.32% 8
2019
Q2 		$6.5M Buy
56,266
+52,474
+1,384% +$5.97M 1.4% 14
2019
Q1 		$429K Sell
3,792
-76,202
-95% -$8.45M 2.53% 9
2018
Q4 		$8.76M Buy
79,994
+5,438
+7% +$594K 2.25% 10
2018
Q3 		$8.25M Buy
74,556
+6,205
+9% +$693K 1.75% 13
2018
Q2 		$7.71M Sell
68,351
-2,464
-3% -$277K 1.71% 12
2018
Q1 		$8.01M Sell
70,815
-4,714
-6% -$531K 1.18% 18
2017
Q4 		$8.62M Sell
75,529
-25,276
-25% -$2.87M 1.14% 16
2017
Q3 		$11.4M Sell
100,805
-7,872
-7% -$896K 1.42% 8
2017
Q2 		$12.3M Sell
108,677
-10,148
-9% -$1.16M 1.67% 6
2017
Q1 		$13.6M Sell
118,825
-2,703
-2% -$308K 1.63% 7
2016
Q4 		$13.8M Sell
121,528
-8,202
-6% -$937K 1.64% 9
2016
Q3 		$15.1M Sell
129,730
-17,163
-12% -$1.99M 1.64% 11
2016
Q2 		$17.1M Sell
146,893
-36,914
-20% -$4.24M 1.73% 12
2016
Q1 		$21.1M Sell
183,807
-15,094
-8% -$1.69M 1.78% 13
2015
Q4 		$21.8M Sell
198,901
-17,957
-8% -$1.98M 1.6% 18
2015
Q3 		$24M Buy
216,858
+12,143
+6% +$1.35M 1.93% 13
2015
Q2 		$22.9M Buy
204,715
+31,258
+18% +$3.53M 1.64% 11
2015
Q1 		$19.7M Buy
173,457
+12,494
+8% +$1.42M 1.37% 12
2014
Q4 		$18M Buy
160,963
+3,366
+2% +$380K 1.42% 16
2014
Q3 		$17.7M Sell
157,597
-15,191
-9% -$1.74M 1.6% 16
2014
Q2 		$19.9M Buy
172,788
+4,611
+3% +$525K 1.74% 17
2014
Q1 		$18.9M Buy
168,177
+1,698
+1% +$190K 1.87% 13
2013
Q4 		$18.3M Buy
166,479
+5,925
+4% +$661K 1.99% 17
2013
Q3 		$18.1M Buy
160,554
+20,553
+15% +$2.29M 2.35% 16
2013
Q2 		$15.7M Buy
+140,001
New +$16.6M 2.56% 14

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

Transamerica Financial Advisors's TIP Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 1.6% in Q2 2026, selling an estimated $54.7K and leaving 31,052 shares worth $3.4M. The position accounts for 0.29% of the portfolio, ranked #85.

Transamerica Financial Advisors first reported a position in TIP in Q2 2013 and has held it in 53 quarters since. The position peaked at $24M in Q3 2015. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Transamerica Financial Advisors held 31,052 shares of iShares TIPS Bond ETF worth $3.4M as of Q2 2026.
  • Transamerica Financial Advisors sold 495 iShares TIPS Bond ETF shares in Q2 2026, an estimated $54.7K.
  • iShares TIPS Bond ETF made up 0.29% of Transamerica Financial Advisors's portfolio in Q2 2026, its #85 holding.
  • Transamerica Financial Advisors first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • Transamerica Financial Advisors's iShares TIPS Bond ETF position peaked at $24M in Q3 2015.
  • 1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.