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Alteri Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Alteri Wealth’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 		– Sell
-3,308
Closed -$364K – 306
2025
Q4 		$364K Buy
3,308
+120
+4% +$13.3K 0.12% 198
2025
Q3 		$355K Buy
3,188
+410
+15% +$45.3K 0.12% 191
2025
Q2 		$306K Buy
2,778
+275
+11% +$30K 0.12% 197
2025
Q1 		$278K Buy
+2,503
New +$272K 0.12% 192

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 $105B AUM 38.07% 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

Alteri Wealth's TIP Position: Q1 2026 in Review

Alteri Wealth sold out of iShares TIPS Bond ETF (TIP) in Q1 2026, closing a stake of 3,308 shares — an estimated $364K sold.

Alteri Wealth first reported a position in TIP in Q1 2025 and held it in 4 quarters. The position peaked at $364K in Q4 2025. 1,014 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Alteri Wealth reported no remaining iShares TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Alteri Wealth sold 3,308 iShares TIPS Bond ETF shares in Q1 2026, an estimated $364K.
  • Alteri Wealth first reported a position in iShares TIPS Bond ETF in Q1 2025 and held it in 4 quarters.
  • Alteri Wealth's iShares TIPS Bond ETF position peaked at $364K in Q4 2025.
  • 1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.