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Ashton Thomas Private Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Ashton Thomas Private Wealth’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 		$1.64M Buy
14,838
+9,859
+198% +$1.09M 0.04% 413
2025
Q4 		$547K Sell
4,979
-1,113
-18% -$123K 0.01% 635
2025
Q3 		$678K Buy
6,092
+4,152
+214% +$459K 0.02% 577
2025
Q2 		$213K Buy
+1,940
New +$212K 0.01% 787
2025
Q1 		– Sell
-3,283
Closed -$350K – 834
2024
Q4 		$350K Buy
+3,283
New +$355K 0.01% 599
2024
Q3 		– Sell
-1,115
Closed -$119K – 1725
2024
Q2 		$119K Buy
+1,115
New +$119K 0.01% 711
2023
Q4 		– Sell
-4,415
Closed -$458K – 612
2023
Q3 		$458K Buy
4,415
+914
+26% +$96.7K 0.03% 408
2023
Q2 		$377K Sell
3,501
-1,964
-36% -$214K 0.03% 443
2023
Q1 		$603K Buy
5,465
+132
+2% +$14.3K 0.05% 338
2022
Q4 		$568K Sell
5,333
-23,254
-81% -$2.48M 0.06% 328
2022
Q3 		$3M Buy
28,587
+24,418
+586% +$2.77M 0.34% 83
2022
Q2 		$475K Sell
4,169
-1,684
-29% -$200K 0.05% 316
2022
Q1 		$729K Sell
5,853
-25,819
-82% -$3.25M 0.06% 296
2021
Q4 		$4.09M Buy
31,672
+19,008
+150% +$2.45M 0.4% 58
2021
Q3 		$1.62M Buy
12,664
+4,304
+51% +$555K 0.23% 104
2021
Q2 		$1.07M Sell
8,360
-3,794
-31% -$482K 0.16% 154
2021
Q1 		$1.53M Sell
12,154
-20,987
-63% -$2.66M 0.26% 96
2020
Q4 		$4.23M Buy
33,141
+7,527
+29% +$949K 0.81% 24
2020
Q3 		$3.24M Buy
25,614
+8,125
+46% +$1.02M 0.81% 28
2020
Q2 		$2.15M Buy
17,489
+12,837
+276% +$1.56M 0.64% 42
2020
Q1 		$549K Buy
4,652
+2,218
+91% +$261K 0.22% 116
2019
Q4 		$284K Buy
+2,434
New +$283K 0.09% 195

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

Ashton Thomas Private Wealth's TIP Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its iShares TIPS Bond ETF (TIP) stake by 198% in Q1 2026, buying an estimated $1.09M and bringing the position to 14,838 shares worth $1.64M. The position accounts for 0.04% of the portfolio, ranked #413.

Ashton Thomas Private Wealth first reported a position in TIP in Q4 2019 and has held it in 22 quarters since. The position peaked at $4.23M in Q4 2020. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Ashton Thomas Private Wealth held 14,838 shares of iShares TIPS Bond ETF worth $1.64M as of Q1 2026.
  • Ashton Thomas Private Wealth bought 9,859 iShares TIPS Bond ETF shares in Q1 2026, an estimated $1.09M.
  • iShares TIPS Bond ETF made up 0.04% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #413 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • Ashton Thomas Private Wealth's iShares TIPS Bond ETF position peaked at $4.23M in Q4 2020.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.