AWM
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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
Q2 		$285K Buy
2,603
+87
+3% +$9.62K 0.01% 396
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Angeles Wealth Management's TIP Position: Q2 2026 in Review

Angeles Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 3.5% in Q2 2026, buying an estimated $9.62K and bringing the position to 2,603 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #396.

Angeles Wealth Management first reported a position in TIP in Q3 2022 and has held it in 15 quarters since. The position peaked at $510K in Q4 2023. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Angeles Wealth Management held 2,603 shares of iShares TIPS Bond ETF worth $285K as of Q2 2026.
  • Angeles Wealth Management bought 87 iShares TIPS Bond ETF shares in Q2 2026, an estimated $9.62K.
  • iShares TIPS Bond ETF made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #396 holding.
  • Angeles Wealth Management first reported a position in iShares TIPS Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Angeles Wealth Management's iShares TIPS Bond ETF position peaked at $510K in Q4 2023.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.