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

True Link 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 		– Sell
-400
Closed -$44.1K – 368
2026
Q1 		$44.1K Buy
+400
New +$44.3K ﹤0.01% 222
2023
Q4 		– Sell
-14,033
Closed -$1.46M – 101
2023
Q3 		$1.46M Hold
14,033
– – 0.17% 38
2023
Q2 		$1.51M Sell
14,033
-655
-4% -$71.3K 0.18% 37
2023
Q1 		$1.62M Hold
14,688
– – 0.2% 36
2022
Q4 		$1.56M Sell
14,688
-1
-0% -$107 0.21% 36
2022
Q3 		$1.54M Sell
14,689
-92
-0.6% -$10.4K 0.22% 36
2022
Q2 		$1.68M Sell
14,781
-238,254
-94% -$28.3M 0.25% 40
2022
Q1 		$31.5M Buy
253,035
+36,525
+17% +$4.59M 4.56% 7
2021
Q4 		$28M Buy
216,510
+40,504
+23% +$5.22M 3.73% 8
2021
Q3 		$22.5M Buy
176,006
+3,084
+2% +$398K 3.08% 8
2021
Q2 		$22.1M Buy
172,922
+23,729
+16% +$3.01M 3.25% 8
2021
Q1 		$18.7M Buy
149,193
+41,700
+39% +$5.28M 2.71% 9
2020
Q4 		$13.7M Buy
+107,493
New +$13.6M 2.15% 11

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

True Link Financial Advisors's TIP Position: Q2 2026 in Review

True Link Financial Advisors sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 400 shares — an estimated $44.1K sold.

True Link Financial Advisors first reported a position in TIP in Q4 2020 and held it in 13 quarters. The position peaked at $31.5M in Q1 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • True Link Financial Advisors reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 400 iShares TIPS Bond ETF shares in Q2 2026, an estimated $44.1K.
  • True Link Financial Advisors first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 13 quarters.
  • True Link Financial Advisors's iShares TIPS Bond ETF position peaked at $31.5M in Q1 2022.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.