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West Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

West Financial 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 		$20.9M Buy
191,290
+9,545
+5% +$1.06M 3.18% 10
2026
Q1 		$20.1M Buy
181,745
+5,460
+3% +$604K 3.4% 11
2025
Q4 		$19.4M Buy
176,285
+42,410
+32% +$4.7M 3.27% 10
2025
Q3 		$14.9M Buy
133,875
+133,855
+669,275% +$14.8M 2.46% 11
2025
Q2 		$2.2K Buy
+20
New +$2.18K ﹤0.01% 181
2024
Q4 		– Sell
-453
Closed -$50K – 221
2024
Q3 		$50K Sell
453
-87,538
-99% -$9.51M 0.01% 87
2024
Q2 		$9.4M Buy
87,991
+834
+1% +$88.7K 1.95% 13
2024
Q1 		$9.36M Buy
87,157
+1,884
+2% +$201K 2.01% 12
2023
Q4 		$9.17M Sell
85,273
-17,493
-17% -$1.83M 2.09% 13
2023
Q3 		$10.7M Buy
102,766
+672
+0.7% +$71.1K 2.67% 9
2023
Q2 		$11M Buy
102,094
+2,769
+3% +$302K 2.7% 10
2023
Q1 		$11M Buy
99,325
+667
+0.7% +$72.2K 2.87% 10
2022
Q4 		$10.5M Sell
98,658
-5,655
-5% -$604K 2.93% 9
2022
Q3 		$10.9M Sell
104,313
-2,532
-2% -$287K 3.28% 9
2022
Q2 		$12.2M Buy
106,845
+13,257
+14% +$1.57M 3.54% 9
2022
Q1 		$11.7M Sell
93,588
-2,043
-2% -$257K 3.07% 11
2021
Q4 		$12.4M Buy
95,631
+32,932
+53% +$4.25M 3.32% 11
2021
Q3 		$8.01M Buy
62,699
+2,467
+4% +$318K 2.34% 13
2021
Q2 		$7.71M Buy
60,232
+14,364
+31% +$1.82M 2.36% 13
2021
Q1 		$5.76M Buy
45,868
+545
+1% +$69K 1.93% 15
2020
Q4 		$5.79M Buy
+45,323
New +$5.72M 2.05% 14

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

West Financial Advisors's TIP Position: Q2 2026 in Review

West Financial Advisors increased its iShares TIPS Bond ETF (TIP) stake by 5.3% in Q2 2026, buying an estimated $1.06M and bringing the position to 191,290 shares worth $20.9M. The position accounts for 3.18% of the portfolio, ranked #10.

West Financial Advisors first reported a position in TIP in Q4 2020 and has held it in 21 quarters since. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • West Financial Advisors held 191,290 shares of iShares TIPS Bond ETF worth $20.9M as of Q2 2026.
  • West Financial Advisors bought 9,545 iShares TIPS Bond ETF shares in Q2 2026, an estimated $1.06M.
  • iShares TIPS Bond ETF made up 3.18% of West Financial Advisors's portfolio in Q2 2026, its #10 holding.
  • West Financial Advisors first reported a position in iShares TIPS Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.