Abound Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Abound Wealth Management’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	$8.1K	Hold	74	–	–	﹤0.01%	515
2026 Q1	$8.17K	Buy	+74	New	+$8.19K	﹤0.01%	605
2025 Q4	–	Sell	-367	Closed	-$40.8K	–	1491
2025 Q3	$40.8K	Buy	+367	New	+$40.5K	0.01%	238
2023 Q4	–	Sell	-16	Closed	-$1.66K	–	1399
2023 Q3	$1.66K	Buy	+16	New	+$1.69K	﹤0.01%	637
2023 Q1	–	Sell	-9	Closed	-$958	–	749
2022 Q4	$958	Buy	+9	New	+$961	﹤0.01%	619
2022 Q1	–	Sell	-253	Closed	-$32.6K	–	122
2021 Q4	$32.6K	Buy	+253	New	+$32.6K	0.03%	72

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

Abound Wealth Management's TIP Position: Q2 2026 in Review

Abound Wealth Management held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 74 shares worth $8.1K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Abound Wealth Management first reported a position in TIP in Q4 2021 and has held it in 6 quarters since. The position peaked at $40.8K in Q3 2025. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Abound Wealth Management held 74 shares of iShares TIPS Bond ETF worth $8.1K as of Q2 2026.
Abound Wealth Management left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
iShares TIPS Bond ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #515 holding.
Abound Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 6 quarters since.
Abound Wealth Management's iShares TIPS Bond ETF position peaked at $40.8K in Q3 2025.
1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.