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

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 22.9% 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

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. 1,024 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.
  • 1,024 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.