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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
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 $1.37T 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

Archvest Wealth Advisors's TIP Position: Q1 2026 in Review

Archvest Wealth Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 0.42% in Q1 2026, selling an estimated $7.97K and leaving 16,985 shares worth $1.87M. The position accounts for 1.21% of the portfolio, ranked #14.

Archvest Wealth Advisors first reported a position in TIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.87M in Q4 2025. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Archvest Wealth Advisors held 16,985 shares of iShares TIPS Bond ETF worth $1.87M as of Q1 2026.
  • Archvest Wealth Advisors sold 72 iShares TIPS Bond ETF shares in Q1 2026, an estimated $7.97K.
  • iShares TIPS Bond ETF made up 1.21% of Archvest Wealth Advisors's portfolio in Q1 2026, its #14 holding.
  • Archvest Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Archvest Wealth Advisors's iShares TIPS Bond ETF position peaked at $1.87M in Q4 2025.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Archvest Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.