AWA
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Aletheian Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Aletheian Wealth 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
Q2 		$339K Hold
3,098
– – 0.14% 79
2026
Q1 		$342K Buy
+3,098
New +$343K 0.17% 67
2025
Q3 		$335K Buy
3,011
+26
+0.9% +$2.87K 0.16% 71
2025
Q2 		$329K Hold
2,985
– – 0.16% 71
2025
Q1 		$332K Buy
2,985
+644
+28% +$70K 0.19% 68
2024
Q4 		$249K Buy
2,341
+64
+3% +$6.93K 0.15% 68
2024
Q3 		$251K Sell
2,277
-313
-12% -$34K 0.15% 69
2024
Q2 		$277K Buy
2,590
+259
+11% +$27.5K 0.15% 75
2024
Q1 		$250K Buy
2,331
+39
+2% +$4.17K 0.14% 75
2023
Q4 		$246K Sell
2,292
-568
-20% -$59.4K 0.16% 71
2023
Q3 		$297K Sell
2,860
-351
-11% -$37.1K 0.23% 67
2023
Q2 		$346K Buy
3,211
+177
+6% +$19.3K 0.24% 69
2023
Q1 		$334K Sell
3,034
-2,683
-47% -$290K 0.3% 48
2022
Q4 		$608K Sell
5,717
-4,337
-43% -$463K 0.53% 41
2022
Q3 		$1.05M Buy
10,054
+788
+9% +$89.2K 1.2% 25
2022
Q2 		$1.06M Buy
+9,266
New +$1.1M 1.07% 28

Other funds holding TIP

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Aletheian Wealth Advisors's TIP Position: Q2 2026 in Review

Aletheian Wealth Advisors held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 3,098 shares worth $339K. The position accounts for 0.14% of the portfolio, ranked #79.

Aletheian Wealth Advisors first reported a position in TIP in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.06M in Q2 2022. 475 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Aletheian Wealth Advisors held 3,098 shares of iShares TIPS Bond ETF worth $339K as of Q2 2026.
  • Aletheian Wealth Advisors left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.14% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • Aletheian Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Aletheian Wealth Advisors's iShares TIPS Bond ETF position peaked at $1.06M in Q2 2022.
  • 475 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.