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

AE 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
Q1 		$1.34M Buy
12,153
+3,704
+44% +$410K 0.01% 767
2025
Q4 		$929K Buy
8,449
+366
+5% +$40.6K 0.01% 823
2025
Q3 		$899K Sell
8,083
-8,381
-51% -$926K 0.01% 781
2025
Q2 		$1.81M Sell
16,464
-4,090
-20% -$446K 0.01% 555
2025
Q1 		$2.28M Sell
20,554
-11,147
-35% -$1.21M 0.02% 497
2024
Q4 		$3.38M Sell
31,701
-32,389
-51% -$3.51M 0.03% 421
2024
Q3 		$7.08M Sell
64,090
-16,742
-21% -$1.82M 0.06% 279
2024
Q2 		$8.63M Buy
80,832
+41,393
+105% +$4.4M 0.09% 243
2024
Q1 		$4.24M Sell
39,439
-161,187
-80% -$17.2M 0.05% 330
2023
Q4 		$21.4M Sell
200,626
-27,638
-12% -$2.89M 0.11% 211
2023
Q3 		$23.7M Sell
228,264
-14,461
-6% -$1.53M 0.14% 166
2023
Q2 		$26.1M Buy
242,725
+30,587
+14% +$3.33M 0.16% 146
2023
Q1 		$23.4M Sell
212,138
-144,813
-41% -$15.7M 0.15% 153
2022
Q4 		$38M Sell
356,951
-103,189
-22% -$11M 0.27% 69
2022
Q3 		$48.3M Sell
460,140
-131,064
-22% -$14.8M 0.38% 46
2022
Q2 		$67.3M Buy
591,204
+62,841
+12% +$7.45M 0.54% 35
2022
Q1 		$65.8M Buy
528,363
+38,560
+8% +$4.85M 0.45% 41
2021
Q4 		$63.3M Buy
489,803
+5,556
+1% +$716K 0.44% 45
2021
Q3 		$61.8M Buy
484,247
+141,578
+41% +$18.3M 0.51% 35
2021
Q2 		$43.9M Buy
342,669
+43,432
+15% +$5.52M 0.38% 56
2021
Q1 		$37.6M Buy
299,237
+171,436
+134% +$21.7M 0.38% 56
2020
Q4 		$16.3M Buy
127,801
+70,180
+122% +$8.85M 0.19% 128
2020
Q3 		$7.29M Buy
57,621
+22,949
+66% +$2.88M 0.1% 177
2020
Q2 		$4.26M Buy
34,672
+9,154
+36% +$1.11M 0.07% 247
2020
Q1 		$3.01M Buy
25,518
+4,266
+20% +$503K 0.07% 235
2019
Q4 		$2.48M Buy
21,252
+6,615
+45% +$769K 0.05% 297
2019
Q3 		$1.7M Buy
14,637
+1,836
+14% +$213K 0.05% 304
2019
Q2 		$1.48M Buy
12,801
+2,116
+20% +$241K 0.04% 306
2019
Q1 		$1.21M Sell
10,685
-4,538
-30% -$503K 0.08% 193
2018
Q4 		$1.67M Sell
15,223
-30,924
-67% -$3.38M 0.29% 94
2018
Q3 		$5.11M Buy
46,147
+12,290
+36% +$1.37M 0.28% 63
2018
Q2 		$3.82M Buy
33,857
+2,130
+7% +$239K 0.26% 59
2018
Q1 		$3.59M Buy
31,727
+7,139
+29% +$804K 0.28% 58
2017
Q4 		$2.81M Buy
24,588
+17,208
+233% +$1.96M 0.25% 72
2017
Q3 		$838K Sell
7,380
-7,439
-50% -$847K 0.08% 176
2017
Q2 		$1.68M Sell
14,819
-4,753
-24% -$543K 0.2% 86
2017
Q1 		$2.24M Buy
19,572
+12,027
+159% +$1.37M 0.42% 48
2016
Q4 		$854K Buy
+7,545
New +$862K 0.35% 71

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AE Wealth Management's TIP Position: Q1 2026 in Review

AE Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 44% in Q1 2026, buying an estimated $410K and bringing the position to 12,153 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #767.

AE Wealth Management first reported a position in TIP in Q4 2016 and has held it in 38 quarters since. The position peaked at $67.3M in Q2 2022. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • AE Wealth Management held 12,153 shares of iShares TIPS Bond ETF worth $1.34M as of Q1 2026.
  • AE Wealth Management bought 3,704 iShares TIPS Bond ETF shares in Q1 2026, an estimated $410K.
  • iShares TIPS Bond ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #767 holding.
  • AE Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's iShares TIPS Bond ETF position peaked at $67.3M in Q2 2022.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.