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Yanni & Associates Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Yanni & Associates 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
Q1 		– Sell
-16,899
Closed -$1.86M – 36
2025
Q4 		$1.86M Buy
+16,899
New +$1.87M 1.86% 13

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Yanni & Associates Investment Advisors's TIP Position: Q1 2026 in Review

Yanni & Associates Investment Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2026, closing a stake of 16,899 shares — an estimated $1.86M sold.

Yanni & Associates Investment Advisors first reported a position in TIP in Q4 2025 and held it in 1 quarter. The position peaked at $1.86M in Q4 2025. 1,023 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Yanni & Associates Investment Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Yanni & Associates Investment Advisors sold 16,899 iShares TIPS Bond ETF shares in Q1 2026, an estimated $1.86M.
  • Yanni & Associates Investment Advisors first reported a position in iShares TIPS Bond ETF in Q4 2025 and held it in 1 quarter.
  • Yanni & Associates Investment Advisors's iShares TIPS Bond ETF position peaked at $1.86M in Q4 2025.
  • 1,023 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Yanni & Associates Investment Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.