YDMI
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Y.D. More Investments’s iShares TIPS Bond ETF TIP Stock Holding History

Y.D. More Investments’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 		$66.8K Hold
610
– – ﹤0.01% 306
2026
Q1 		$67.3K Buy
610
+180
+42% +$19.9K ﹤0.01% 290
2025
Q4 		$47.3K Hold
430
– – ﹤0.01% 294
2025
Q3 		$47.8K Hold
430
– – ﹤0.01% 298
2025
Q2 		$47.3K Hold
430
– – ﹤0.01% 308
2025
Q1 		$47.8K Buy
430
+60
+16% +$6.52K ﹤0.01% 309
2024
Q4 		$39.4K Hold
370
– – ﹤0.01% 308
2024
Q3 		$40.9K Hold
370
– – ﹤0.01% 296
2024
Q2 		$39.5K Hold
370
– – ﹤0.01% 307
2024
Q1 		$39.7K Hold
370
– – 0.01% 253
2023
Q4 		$39.8K Hold
370
– – 0.01% 260
2023
Q3 		$38.4K Hold
370
– – 0.01% 252
2023
Q2 		$39.8K Hold
370
– – 0.01% 233
2023
Q1 		$40.8K Hold
370
– – 0.01% 225
2022
Q4 		$39.5K Buy
+370
New +$39.5K 0.01% 264

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

Y.D. More Investments's TIP Position: Q2 2026 in Review

Y.D. More Investments held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 610 shares worth $66.8K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Y.D. More Investments first reported a position in TIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $67.3K in Q1 2026. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Y.D. More Investments held 610 shares of iShares TIPS Bond ETF worth $66.8K as of Q2 2026.
  • Y.D. More Investments left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #306 holding.
  • Y.D. More Investments first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Y.D. More Investments's iShares TIPS Bond ETF position peaked at $67.3K in Q1 2026.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.