UAS
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United Asset Strategies’s iShares TIPS Bond ETF TIP Stock Holding History

United Asset Strategies’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
-3,185
Closed -$352K – 272
2026
Q1 		$352K Buy
3,185
+65
+2% +$7.19K 0.03% 214
2025
Q4 		$343K Buy
3,120
+75
+2% +$8.32K 0.03% 213
2025
Q3 		$339K Buy
3,045
+293
+11% +$32.4K 0.03% 213
2025
Q2 		$303K Sell
2,752
-245
-8% -$26.7K 0.03% 215
2025
Q1 		$333K Buy
+2,997
New +$326K 0.03% 206
2022
Q3 		– Sell
-6,871
Closed -$783K – 229
2022
Q2 		$783K Buy
+6,871
New +$815K 0.11% 137

Other funds holding TIP

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

United Asset Strategies's TIP Position: Q2 2026 in Review

United Asset Strategies sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 3,185 shares — an estimated $352K sold.

United Asset Strategies first reported a position in TIP in Q2 2022 and held it in 6 quarters. The position peaked at $783K in Q2 2022. 313 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • United Asset Strategies reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • United Asset Strategies sold 3,185 iShares TIPS Bond ETF shares in Q2 2026, an estimated $352K.
  • United Asset Strategies first reported a position in iShares TIPS Bond ETF in Q2 2022 and held it in 6 quarters.
  • United Asset Strategies's iShares TIPS Bond ETF position peaked at $783K in Q2 2022.
  • 313 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.