William Howard & Co Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

William Howard & Co 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	$1.48M	Buy	13,542 +132	+1%	+$14.6K	1.15%	17
2026 Q1	$1.48M	Hold	13,410	–	–	1.28%	16
2025 Q4	$1.47M	Buy	13,410 +87	+0.7%	+$9.65K	1.24%	16
2025 Q3	$1.48M	Buy	13,323 +72	+0.5%	+$7.95K	1.26%	16
2025 Q2	$1.46M	Sell	13,251 -1,312	-9%	-$143K	1.27%	15
2025 Q1	$1.62M	Hold	14,563	–	–	1.52%	15
2024 Q4	$1.55M	Sell	14,563 -2,351	-14%	-$255K	1.4%	15
2024 Q3	$1.87M	Buy	16,914 +43	+0.3%	+$4.67K	1.59%	14
2024 Q2	$1.8M	Sell	16,871 -370	-2%	-$39.3K	1.66%	13
2024 Q1	$1.85M	Buy	+17,241	New	+$1.84M	1.74%	12

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

William Howard & Co Financial Advisors's TIP Position: Q2 2026 in Review

William Howard & Co Financial Advisors increased its iShares TIPS Bond ETF (TIP) stake by 0.98% in Q2 2026, buying an estimated $14.6K and bringing the position to 13,542 shares worth $1.48M. The position accounts for 1.15% of the portfolio, ranked #17.

William Howard & Co Financial Advisors first reported a position in TIP in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.87M in Q3 2024. 1,013 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

William Howard & Co Financial Advisors held 13,542 shares of iShares TIPS Bond ETF worth $1.48M as of Q2 2026.
William Howard & Co Financial Advisors bought 132 iShares TIPS Bond ETF shares in Q2 2026, an estimated $14.6K.
iShares TIPS Bond ETF made up 1.15% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #17 holding.
William Howard & Co Financial Advisors first reported a position in iShares TIPS Bond ETF in Q1 2024 and has held it in 10 quarters since.
William Howard & Co Financial Advisors's iShares TIPS Bond ETF position peaked at $1.87M in Q3 2024.
1,013 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.