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World Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

World Investment 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 		$359K Sell
3,255
-289
-8% -$31.9K 0.01% 1124
2026
Q1 		$391K Buy
3,544
+46
+1% +$5.09K 0.01% 1112
2025
Q4 		$384K Buy
3,498
+1,173
+50% +$130K 0.01% 1065
2025
Q3 		$259K Sell
2,325
-123
-5% -$13.6K 0.01% 1064
2025
Q2 		$269K Sell
2,448
-875
-26% -$95.4K 0.01% 966
2025
Q1 		$369K Buy
3,323
+958
+41% +$104K 0.01% 791
2024
Q4 		$252K Sell
2,365
-3,429
-59% -$371K 0.01% 886
2024
Q3 		$640K Sell
5,794
-1,707
-23% -$185K 0.02% 524
2024
Q2 		$801K Buy
+7,501
New +$798K 0.05% 316
2024
Q1 		– Sell
-6,527
Closed -$702K – 471
2023
Q4 		$702K Sell
6,527
-1,806
-22% -$189K 0.09% 183
2023
Q3 		$864K Sell
8,333
-1,078
-11% -$114K 0.17% 105
2023
Q2 		$1.01M Sell
9,411
-417
-4% -$45.4K 0.2% 88
2023
Q1 		$1.08M Sell
9,828
-6,864
-41% -$743K 0.23% 76
2022
Q4 		$1.78M Sell
16,692
-1,313
-7% -$140K 0.41% 48
2022
Q3 		$1.89M Sell
18,005
-950
-5% -$108K 0.45% 41
2022
Q2 		$2.23M Buy
18,955
+1,189
+7% +$141K 0.47% 40
2022
Q1 		$2.21M Buy
17,766
+523
+3% +$65.8K 0.46% 43
2021
Q4 		$2.12M Buy
17,243
+9,389
+120% +$1.21M 0.44% 46
2021
Q3 		$1M Buy
7,854
+3,443
+78% +$444K 0.23% 77
2021
Q2 		$565K Buy
4,411
+875
+25% +$111K 0.13% 114
2021
Q1 		$450K Buy
3,536
+1,365
+63% +$173K 0.11% 126
2020
Q4 		$277K Buy
2,171
+169
+8% +$21.3K 0.07% 173
2020
Q3 		$253K Buy
2,002
+131
+7% +$16.5K 0.09% 137
2020
Q2 		$235K Sell
1,871
-106
-5% -$12.9K 0.08% 140
2020
Q1 		$233K Sell
1,977
-532
-21% -$62.7K 0.11% 112
2019
Q4 		$292K Sell
2,509
-644
-20% -$74.9K 0.11% 109
2019
Q3 		$367K Hold
3,153
– – 0.16% 80
2019
Q2 		$365K Buy
3,153
+846
+37% +$96.2K 0.16% 73
2019
Q1 		$261K Buy
2,307
+134
+6% +$14.9K 0.12% 98
2018
Q4 		$240K Buy
+2,173
New +$237K 0.11% 125

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

World Investment Advisors's TIP Position: Q2 2026 in Review

World Investment Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 8.2% in Q2 2026, selling an estimated $31.9K and leaving 3,255 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #1124.

World Investment Advisors first reported a position in TIP in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.23M in Q2 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • World Investment Advisors held 3,255 shares of iShares TIPS Bond ETF worth $359K as of Q2 2026.
  • World Investment Advisors sold 289 iShares TIPS Bond ETF shares in Q2 2026, an estimated $31.9K.
  • iShares TIPS Bond ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1124 holding.
  • World Investment Advisors first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • World Investment Advisors's iShares TIPS Bond ETF position peaked at $2.23M in Q2 2022.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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