AF
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Allworth Financial’s iShares TIPS Bond ETF TIP Stock Holding History

Allworth Financial’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 		$1.1M Buy
9,951
+80
+0.8% +$8.85K ﹤0.01% 682
2025
Q4 		$1.08M Sell
9,871
-5,941
-38% -$659K ﹤0.01% 676
2025
Q3 		$1.76M Buy
15,812
+138
+0.9% +$15.2K 0.01% 533
2025
Q2 		$1.72M Sell
15,674
-1,819
-10% -$198K 0.01% 521
2025
Q1 		$1.92M Sell
17,493
-4,599
-21% -$500K 0.01% 412
2024
Q4 		$2.37M Sell
22,092
-14,329
-39% -$1.55M 0.01% 374
2024
Q3 		$4.02M Sell
36,421
-30,610
-46% -$3.33M 0.02% 235
2024
Q2 		$7.19M Sell
67,031
-20,688
-24% -$2.2M 0.05% 172
2024
Q1 		$9.42M Sell
87,719
-4,931
-5% -$527K 0.07% 120
2023
Q4 		$9.96M Sell
92,650
-4,323
-4% -$452K 0.08% 110
2023
Q3 		$10.1M Sell
96,973
-15,062
-13% -$1.59M 0.09% 103
2023
Q2 		$12.1M Buy
112,035
+85,013
+315% +$9.26M 0.1% 83
2023
Q1 		$2.98M Sell
27,022
-3,048
-10% -$330K 0.03% 215
2022
Q4 		$3.2M Sell
30,070
-2,208
-7% -$236K 0.04% 187
2022
Q3 		$3.39M Buy
32,278
+1,377
+4% +$156K 0.04% 173
2022
Q2 		$3.52M Buy
30,901
+1,293
+4% +$153K 0.05% 168
2022
Q1 		$3.69M Buy
29,608
+3,375
+13% +$425K 0.05% 163
2021
Q4 		$3.39M Sell
26,233
-1,814
-6% -$234K 0.05% 153
2021
Q3 		$3.58M Buy
28,047
+2,115
+8% +$273K 0.06% 127
2021
Q2 		$3.32M Sell
25,932
-1,334
-5% -$169K 0.06% 107
2021
Q1 		$3.42M Buy
27,266
+13,774
+102% +$1.74M 0.07% 89
2020
Q4 		$1.72M Buy
13,492
+8,631
+178% +$1.09M 0.05% 86
2020
Q3 		$615K Sell
4,861
-85
-2% -$10.7K 0.02% 130
2020
Q2 		$608K Sell
4,946
-37,166
-88% -$4.52M 0.02% 129
2020
Q1 		$4.97M Buy
42,112
+37,959
+914% +$4.47M 0.17% 46
2019
Q4 		$484K Sell
4,153
-222
-5% -$25.8K 0.02% 113
2019
Q3 		$509K Sell
4,375
-178
-4% -$20.7K 0.02% 93
2019
Q2 		$526K Sell
4,553
-140
-3% -$15.9K 0.02% 90
2019
Q1 		$531K Buy
4,693
+443
+10% +$49.1K 0.02% 88
2018
Q4 		$465K Sell
4,250
-1,081
-20% -$118K 0.02% 91
2018
Q3 		$590K Sell
5,331
-374
-7% -$41.8K 0.03% 86
2018
Q2 		$644K Sell
5,705
-640
-10% -$71.8K 0.03% 78
2018
Q1 		$717K Sell
6,345
-242
-4% -$27.2K 0.06% 45
2017
Q4 		$751K Sell
6,587
-488
-7% -$55.5K 0.06% 41
2017
Q3 		$804K Buy
7,075
+3
+0% +$342 0.07% 39
2017
Q2 		$802K Sell
7,072
-660
-9% -$75.4K 0.07% 41
2017
Q1 		$887K Sell
7,732
-1,238
-14% -$141K 0.08% 34
2016
Q4 		$1.01M Sell
8,970
-1,306
-13% -$149K 0.1% 32
2016
Q3 		$1.2M Sell
10,276
-13,835
-57% -$1.61M 0.13% 28
2016
Q2 		$2.81M Sell
24,111
-109,037
-82% -$12.5M 0.32% 19
2016
Q1 		$15.3M Sell
133,148
-23,001
-15% -$2.57M 1.91% 8
2015
Q4 		$17.1M Buy
156,149
+134,099
+608% +$14.8M 3.09% 7
2015
Q3 		$2.44M Buy
22,050
+7,453
+51% +$831K 0.87% 16
2015
Q2 		$1.64M Buy
14,597
+2,666
+22% +$301K 0.58% 18
2015
Q1 		$1.35M Buy
11,931
+4,558
+62% +$517K 0.5% 20
2014
Q4 		$826K Buy
7,373
+3,173
+76% +$358K 0.31% 29
2014
Q3 		$472K Buy
4,200
+2,515
+149% +$288K 0.18% 45
2014
Q2 		$194K Buy
+1,685
New +$192K 0.09% 79

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

Allworth Financial's TIP Position: Q1 2026 in Review

Allworth Financial increased its iShares TIPS Bond ETF (TIP) stake by 0.81% in Q1 2026, buying an estimated $8.85K and bringing the position to 9,951 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Allworth Financial first reported a position in TIP in Q2 2014 and has held it in 48 quarters since. The position peaked at $17.1M in Q4 2015. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Allworth Financial held 9,951 shares of iShares TIPS Bond ETF worth $1.1M as of Q1 2026.
  • Allworth Financial bought 80 iShares TIPS Bond ETF shares in Q1 2026, an estimated $8.85K.
  • iShares TIPS Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #682 holding.
  • Allworth Financial first reported a position in iShares TIPS Bond ETF in Q2 2014 and has held it in 48 quarters since.
  • Allworth Financial's iShares TIPS Bond ETF position peaked at $17.1M in Q4 2015.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.