Ascent Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Ascent Wealth Partners’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	$2.03M	Sell	18,377 -2,152	-10%	-$238K	0.24%	88
2025 Q4	$2.26M	Sell	20,529 -770	-4%	-$85.4K	0.26%	77
2025 Q3	$2.37M	Sell	21,299 -547	-3%	-$60.4K	0.27%	72
2025 Q2	$2.4M	Sell	21,846 -2,073	-9%	-$226K	0.3%	71
2025 Q1	$2.66M	Sell	23,919 -2,733	-10%	-$297K	0.36%	62
2024 Q4	$2.84M	Sell	26,652 -106	-0.4%	-$11.5K	0.38%	57
2024 Q3	$2.96M	Sell	26,758 -6,508	-20%	-$707K	0.41%	57
2024 Q2	$3.55M	Sell	33,266 -6,783	-17%	-$721K	0.52%	48
2024 Q1	$4.3M	Sell	40,049 -9,593	-19%	-$1.02M	0.64%	46
2023 Q4	$5.34M	Sell	49,642 -3,902	-7%	-$408K	0.87%	38
2023 Q3	$5.55M	Sell	53,544 -5,954	-10%	-$630K	1.02%	34
2023 Q2	$6.4M	Buy	59,498 +1,209	+2%	+$132K	1.13%	30
2023 Q1	$6.43M	Sell	58,289 -20,438	-26%	-$2.21M	1.29%	22
2022 Q4	$8.38M	Sell	78,727 -1,275	-2%	-$136K	1.8%	14
2022 Q3	$8.39M	Buy	80,002 +33,029	+70%	+$3.74M	2%	12
2022 Q2	$5.37M	Buy	+46,973	New	+$5.57M	1.21%	28

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

Ascent Wealth Partners's TIP Position: Q1 2026 in Review

Ascent Wealth Partners reduced its iShares TIPS Bond ETF (TIP) stake by 10% in Q1 2026, selling an estimated $238K and leaving 18,377 shares worth $2.03M. The position accounts for 0.24% of the portfolio, ranked #88.

Ascent Wealth Partners first reported a position in TIP in Q2 2022 and has held it in 16 quarters since. The position peaked at $8.39M in Q3 2022. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Ascent Wealth Partners held 18,377 shares of iShares TIPS Bond ETF worth $2.03M as of Q1 2026.
Ascent Wealth Partners sold 2,152 iShares TIPS Bond ETF shares in Q1 2026, an estimated $238K.
iShares TIPS Bond ETF made up 0.24% of Ascent Wealth Partners's portfolio in Q1 2026, its #88 holding.
Ascent Wealth Partners first reported a position in iShares TIPS Bond ETF in Q2 2022 and has held it in 16 quarters since.
Ascent Wealth Partners's iShares TIPS Bond ETF position peaked at $8.39M in Q3 2022.
1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

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