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

Archvest 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 		$2.17M Buy
19,845
+2,860
+17% +$316K 1.26% 15
2026
Q1 		$1.87M Sell
16,985
-72
-0.4% -$7.97K 1.21% 14
2025
Q4 		$1.87M Buy
17,057
+1,718
+11% +$191K 1.2% 17
2025
Q3 		$1.71M Buy
15,339
+442
+3% +$48.8K 1.51% 14
2025
Q2 		$1.64M Buy
14,897
+400
+3% +$43.6K 1.43% 18
2025
Q1 		$1.61M Buy
14,497
+40
+0.3% +$4.34K 1.33% 20
2024
Q4 		$1.54M Buy
14,457
+358
+3% +$38.8K 1.12% 20
2024
Q3 		$1.56M Buy
14,099
+2,587
+22% +$281K 0.99% 18
2024
Q2 		$1.22M Buy
11,512
+5,596
+95% +$595K 0.81% 24
2024
Q1 		$631K Buy
5,916
+731
+14% +$78.1K 0.45% 33
2023
Q4 		$557K Buy
+5,185
New +$542K 0.42% 34

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

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

Archvest Wealth Advisors increased its iShares TIPS Bond ETF (TIP) stake by 17% in Q2 2026, buying an estimated $316K and bringing the position to 19,845 shares worth $2.17M. The position accounts for 1.26% of the portfolio, ranked #15.

Archvest Wealth Advisors first reported a position in TIP in Q4 2023 and has held it in 11 quarters since. 1,019 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Archvest Wealth Advisors held 19,845 shares of iShares TIPS Bond ETF worth $2.17M as of Q2 2026.
  • Archvest Wealth Advisors bought 2,860 iShares TIPS Bond ETF shares in Q2 2026, an estimated $316K.
  • iShares TIPS Bond ETF made up 1.26% of Archvest Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Archvest Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Archvest Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.