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Waverly Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Waverly 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 		$6.93M Buy
63,334
+1,478
+2% +$163K 0.04% 366
2026
Q1 		$6.83M Buy
61,856
+16,632
+37% +$1.84M 0.05% 336
2025
Q4 		$4.97M Buy
45,224
+13,063
+41% +$1.45M 0.04% 377
2025
Q3 		$3.58M Sell
32,161
-129
-0.4% -$14.3K 0.04% 386
2025
Q2 		$3.55M Buy
32,290
+207
+0.6% +$22.6K 0.04% 375
2025
Q1 		$3.56M Sell
32,083
-623
-2% -$67.7K 0.04% 353
2024
Q4 		$3.48M Sell
32,706
-3,369
-9% -$365K 0.05% 273
2024
Q3 		$3.99M Sell
36,075
-2,733
-7% -$297K 0.07% 220
2024
Q2 		$4.14M Buy
+38,808
New +$4.13M 0.08% 212
2015
Q4 		– Sell
-462
Closed -$51K – 366
2015
Q3 		$51K Hold
462
– – 0.04% 134
2015
Q2 		$52K Sell
462
-4,781
-91% -$540K 0.03% 134
2015
Q1 		$596K Buy
5,243
+759
+17% +$86.1K 0.3% 28
2014
Q4 		$502K Sell
4,484
-1,940
-30% -$219K 0.25% 31
2014
Q3 		$720K Sell
6,424
-2,601
-29% -$297K 0.39% 26
2014
Q2 		$1.04M Sell
9,025
-1,291
-13% -$147K 0.43% 25
2014
Q1 		$1.16M Sell
10,316
-60,301
-85% -$6.75M 0.52% 22
2013
Q4 		$7.76M Buy
70,617
+70,577
+176,443% +$7.88M 2.73% 8
2013
Q3 		$5K Buy
+40
New +$4.46K ﹤0.01% 494

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

Waverly Advisors's TIP Position: Q2 2026 in Review

Waverly Advisors increased its iShares TIPS Bond ETF (TIP) stake by 2.4% in Q2 2026, buying an estimated $163K and bringing the position to 63,334 shares worth $6.93M. The position accounts for 0.04% of the portfolio, ranked #366.

Waverly Advisors first reported a position in TIP in Q3 2013 and has held it in 18 quarters since. The position peaked at $7.76M in Q4 2013. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Waverly Advisors held 63,334 shares of iShares TIPS Bond ETF worth $6.93M as of Q2 2026.
  • Waverly Advisors bought 1,478 iShares TIPS Bond ETF shares in Q2 2026, an estimated $163K.
  • iShares TIPS Bond ETF made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #366 holding.
  • Waverly Advisors first reported a position in iShares TIPS Bond ETF in Q3 2013 and has held it in 18 quarters since.
  • Waverly Advisors's iShares TIPS Bond ETF position peaked at $7.76M in Q4 2013.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.