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Visionary Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Visionary Wealth 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 		$333K Sell
3,042
-763
-20% -$84.3K 0.01% 519
2026
Q1 		$420K Sell
3,805
-427
-10% -$47.3K 0.02% 443
2025
Q4 		$465K Sell
4,232
-2,897
-41% -$321K 0.02% 400
2025
Q3 		$793K Sell
7,129
-9,771
-58% -$1.08M 0.04% 313
2025
Q2 		$1.86M Sell
16,900
-1,403
-8% -$153K 0.1% 199
2025
Q1 		$2.03M Sell
18,303
-363
-2% -$39.4K 0.12% 169
2024
Q4 		$1.99M Sell
18,666
-1,620
-8% -$175K 0.12% 167
2024
Q3 		$2.24M Buy
20,286
+235
+1% +$25.5K 0.14% 164
2024
Q2 		$2.14M Sell
20,051
-282
-1% -$30K 0.14% 160
2024
Q1 		$2.18M Buy
20,333
+48
+0.2% +$5.13K 0.15% 159
2023
Q4 		$2.18M Buy
20,285
+1,472
+8% +$154K 0.16% 147
2023
Q3 		$1.95M Sell
18,813
-339
-2% -$35.9K 0.16% 144
2023
Q2 		$2.06M Sell
19,152
-436
-2% -$47.5K 0.17% 141
2023
Q1 		$2.16M Sell
19,588
-613
-3% -$66.3K 0.18% 121
2022
Q4 		$2.15M Sell
20,201
-31,971
-61% -$3.41M 0.2% 113
2022
Q3 		$5.47M Sell
52,172
-6,202
-11% -$702K 0.57% 46
2022
Q2 		$6.65M Sell
58,374
-1,260
-2% -$149K 0.6% 43
2022
Q1 		$7.43M Sell
59,634
-5,876
-9% -$739K 0.6% 40
2021
Q4 		$8.46M Buy
65,510
+11,740
+22% +$1.51M 0.69% 35
2021
Q3 		$6.87M Buy
53,770
+27,882
+108% +$3.6M 0.71% 36
2021
Q2 		$3.31M Buy
25,888
+2,284
+10% +$290K 0.33% 76
2021
Q1 		$2.96M Buy
23,604
+7,700
+48% +$975K 0.31% 86
2020
Q4 		$2.03M Buy
15,904
+2,933
+23% +$370K 0.23% 99
2020
Q3 		$1.64M Buy
+12,971
New +$1.63M 0.23% 93

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

Visionary Wealth Advisors's TIP Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 20% in Q2 2026, selling an estimated $84.3K and leaving 3,042 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #519.

Visionary Wealth Advisors first reported a position in TIP in Q3 2020 and has held it in 24 quarters since. The position peaked at $8.46M in Q4 2021. 1,019 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Visionary Wealth Advisors held 3,042 shares of iShares TIPS Bond ETF worth $333K as of Q2 2026.
  • Visionary Wealth Advisors sold 763 iShares TIPS Bond ETF shares in Q2 2026, an estimated $84.3K.
  • iShares TIPS Bond ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #519 holding.
  • Visionary Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Visionary Wealth Advisors's iShares TIPS Bond ETF position peaked at $8.46M in Q4 2021.
  • 1,019 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.