1 North Wealth Services’s iShares TIPS Bond ETF TIP Stock Holding History

1 North Wealth Services’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	$191	Sell	2 -1	-33%	-$111	﹤0.01%	305
2026 Q1	$288	Hold	3	–	–	﹤0.01%	265
2025 Q4	$287	Sell	3 -1	-25%	-$111	﹤0.01%	274
2025 Q3	$403	Sell	4 -2	-33%	-$221	﹤0.01%	252
2025 Q2	$680	Hold	6	–	–	﹤0.01%	253
2025 Q1	$683	Buy	+6	New	+$652	﹤0.01%	252
2019 Q4	$8.79M	Buy	75,446 +1,034	+1%	+$120K	5.44%	4
2019 Q3	$8.65M	Buy	+74,412	New	+$8.64M	5.79%	2
2019 Q1	$8.27M	Buy	73,151 +3,795	+5%	+$421K	5.83%	2
2018 Q4	$7.59M	Buy	+69,356	New	+$7.57M	6.34%	1

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

1 North Wealth Services's TIP Position: Q2 2026 in Review

1 North Wealth Services reduced its iShares TIPS Bond ETF (TIP) stake by 33% in Q2 2026, selling an estimated $111 and leaving 2 shares worth $191. The position accounts for ﹤0.01% of the portfolio, ranked #305.

1 North Wealth Services first reported a position in TIP in Q4 2018 and has held it in 10 quarters since. The position peaked at $8.79M in Q4 2019. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

1 North Wealth Services held 2 shares of iShares TIPS Bond ETF worth $191 as of Q2 2026.
1 North Wealth Services sold 1 iShares TIPS Bond ETF share in Q2 2026, an estimated $111.
iShares TIPS Bond ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #305 holding.
1 North Wealth Services first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 10 quarters since.
1 North Wealth Services's iShares TIPS Bond ETF position peaked at $8.79M in Q4 2019.
1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.