Valmark Advisers’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $446K | Buy |
4,075
+534
| +15% | +$59K | ﹤0.01% | 525 |
|
|
2026
Q1 | $391K | Buy |
3,541
+152
| +4% | +$16.8K | ﹤0.01% | 525 |
|
|
2025
Q4 | $372K | Buy |
3,389
+28
| +0.8% | +$3.11K | ﹤0.01% | 506 |
|
|
2025
Q3 | $374K | Sell |
3,361
-107
| -3% | -$11.8K | ﹤0.01% | 496 |
|
|
2025
Q2 | $382K | Sell |
3,468
-25
| -0.7% | -$2.73K | 0.01% | 489 |
|
|
2025
Q1 | $388K | Sell |
3,493
-150
| -4% | -$16.3K | 0.01% | 466 |
|
|
2024
Q4 | $388K | Sell |
3,643
-439
| -11% | -$47.5K | 0.01% | 464 |
|
|
2024
Q3 | $451K | Buy |
4,082
+547
| +15% | +$59.4K | 0.01% | 433 |
|
|
2024
Q2 | $377K | Buy |
3,535
+319
| +10% | +$33.9K | 0.01% | 434 |
|
|
2024
Q1 | $345K | Sell |
3,216
-973
| -23% | -$104K | 0.01% | 433 |
|
|
2023
Q4 | $450K | Buy |
4,189
+805
| +24% | +$84.2K | 0.01% | 363 |
|
|
2023
Q3 | $351K | Sell |
3,384
-21
| -0.6% | -$2.22K | 0.01% | 377 |
|
|
2023
Q2 | $366K | Sell |
3,405
-460
| -12% | -$50.1K | 0.01% | 372 |
|
|
2023
Q1 | $426K | Sell |
3,865
-258
| -6% | -$27.9K | 0.01% | 344 |
|
|
2022
Q4 | $439K | Sell |
4,123
-558
| -12% | -$59.6K | 0.01% | 327 |
|
|
2022
Q3 | $491K | Sell |
4,681
-32
| -0.7% | -$3.62K | 0.01% | 283 |
|
|
2022
Q2 | $537K | Sell |
4,713
-57
| -1% | -$6.76K | 0.01% | 284 |
|
|
2022
Q1 | $594K | Sell |
4,770
-8,213
| -63% | -$1.03M | 0.01% | 280 |
|
|
2021
Q4 | $1.68M | Sell |
12,983
-1,880
| -13% | -$242K | 0.03% | 139 |
|
|
2021
Q3 | $1.9M | Buy |
14,863
+11,341
| +322% | +$1.46M | 0.03% | 119 |
|
|
2021
Q2 | $451K | Sell |
3,522
-10,467
| -75% | -$1.33M | 0.01% | 294 |
|
|
2021
Q1 | $1.76M | Sell |
13,989
-11,114
| -44% | -$1.41M | 0.03% | 122 |
|
|
2020
Q4 | $3.2M | Buy |
25,103
+9,489
| +61% | +$1.2M | 0.07% | 74 |
|
|
2020
Q3 | $1.98M | Buy |
+15,614
| New | +$1.96M | 0.04% | 88 |
|
|
2019
Q4 | – | Sell |
-2,070
| Closed | -$241K | – | 252 |
|
|
2019
Q3 | $241K | Buy |
2,070
+282
| +16% | +$32.7K | 0.01% | 218 |
|
|
2019
Q2 | $206K | Buy |
+1,788
| New | +$203K | ﹤0.01% | 220 |
|
|
2019
Q1 | – | Sell |
-1,861
| Closed | -$204K | – | 220 |
|
|
2018
Q4 | $204K | Buy |
+1,861
| New | +$203K | ﹤0.01% | 196 |
|
|
2014
Q1 | – | Sell |
-3,207
| Closed | -$352K | – | 59 |
|
|
2013
Q4 | $352K | Sell |
3,207
-2,522
| -44% | -$282K | 0.01% | 47 |
|
|
2013
Q3 | $645K | Sell |
5,729
-3,369
| -37% | -$376K | 0.02% | 36 |
|
|
2013
Q2 | $1.02M | Buy |
+9,098
| New | +$1.08M | 0.04% | 33 |
|
Other funds holding TIP
SLI
MG
Valmark Advisers's TIP Position: Q2 2026 in Review
Valmark Advisers increased its iShares TIPS Bond ETF (TIP) stake by 15% in Q2 2026, buying an estimated $59K and bringing the position to 4,075 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #525.
Valmark Advisers first reported a position in TIP in Q2 2013 and has held it in 30 quarters since. The position peaked at $3.2M in Q4 2020. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.
- Valmark Advisers held 4,075 shares of iShares TIPS Bond ETF worth $446K as of Q2 2026.
- Valmark Advisers bought 534 iShares TIPS Bond ETF shares in Q2 2026, an estimated $59K.
- iShares TIPS Bond ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #525 holding.
- Valmark Advisers first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 30 quarters since.
- Valmark Advisers's iShares TIPS Bond ETF position peaked at $3.2M in Q4 2020.
- 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.