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Truvestments Capital’s iShares TIPS Bond ETF TIP Stock Holding History

Truvestments Capital’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 		$31.2K Buy
+285
New +$31.5K ﹤0.01% 619
2025
Q4 		– Sell
-40
Closed -$4.45K – 1101
2025
Q3 		$4.45K Hold
40
– – ﹤0.01% 840
2025
Q2 		$4.4K Hold
40
– – ﹤0.01% 746
2025
Q1 		$4.44K Hold
40
– – ﹤0.01% 764
2024
Q4 		$4.26K Hold
40
– – ﹤0.01% 720
2024
Q3 		$4.42K Buy
+40
New +$4.35K ﹤0.01% 699
2020
Q3 		– Sell
-84
Closed -$10K – 531
2020
Q2 		$10K Buy
+84
New +$10.2K 0.01% 378
2018
Q3 		$127K Buy
+1,150
New +$128K 0.06% 222

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

Truvestments Capital's TIP Position: Q2 2026 in Review

Truvestments Capital opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 285 shares worth $31.2K. The stake represents ﹤0.01% of the portfolio and ranks #619 among its holdings. This is a return to the name: Truvestments Capital previously reported a position in TIP as recently as Q3 2025.

Truvestments Capital first reported a position in TIP in Q3 2018 and has held it in 8 quarters since. The position peaked at $127K in Q3 2018. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Truvestments Capital held 285 shares of iShares TIPS Bond ETF worth $31.2K as of Q2 2026.
  • iShares TIPS Bond ETF was a new Truvestments Capital position in Q2 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #619 holding.
  • Truvestments Capital first reported a position in iShares TIPS Bond ETF in Q3 2018 and has held it in 8 quarters since.
  • Truvestments Capital's iShares TIPS Bond ETF position peaked at $127K in Q3 2018.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.