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

Angeles 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	$278K	Hold	2,516	–	–	0.02%	338
2025 Q4	$277K	Hold	2,516	–	–	0.02%	306
2025 Q3	$280K	Hold	2,516	–	–	0.02%	272
2025 Q2	$277K	Buy	2,516 +64	+3%	+$6.98K	0.02%	276
2025 Q1	$272K	Buy	2,452 +303	+14%	+$32.9K	0.02%	234
2024 Q4	$229K	Sell	2,149 -34	-2%	-$3.68K	0.02%	263
2024 Q3	$241K	Hold	2,183	–	–	0.02%	240
2024 Q2	$233K	Hold	2,183	–	–	0.02%	213
2024 Q1	$234K	Sell	2,183 -2,560	-54%	-$274K	0.02%	197
2023 Q4	$510K	Buy	4,743 +4,709	+13,850%	+$492K	0.06%	110
2023 Q3	$3.53K	Hold	34	–	–	﹤0.01%	222
2023 Q2	$3.66K	Buy	+34	New	+$3.7K	﹤0.01%	215
2023 Q1	–	Sell	-50	Closed	-$5.32K	–	225
2022 Q4	$5.32K	Hold	50	–	–	﹤0.01%	210
2022 Q3	$5K	Buy	+50	New	+$5.66K	﹤0.01%	210

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Angeles Wealth Management held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 2,516 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #338.

Angeles Wealth Management first reported a position in TIP in Q3 2022 and has held it in 14 quarters since. The position peaked at $510K in Q4 2023. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Angeles Wealth Management held 2,516 shares of iShares TIPS Bond ETF worth $278K as of Q1 2026.
Angeles Wealth Management left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
iShares TIPS Bond ETF made up 0.02% of Angeles Wealth Management's portfolio in Q1 2026, its #338 holding.
Angeles Wealth Management first reported a position in iShares TIPS Bond ETF in Q3 2022 and has held it in 14 quarters since.
Angeles Wealth Management's iShares TIPS Bond ETF position peaked at $510K in Q4 2023.
1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

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