Avion Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Avion 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	$0	Hold	6	–	–	﹤0.01%	1599
2025 Q4	$0	Hold	6	–	–	﹤0.01%	1584
2025 Q3	$0	Buy	+6	New	+$663	﹤0.01%	1546
2024 Q4	–	Sell	-93	Closed	-$10K	–	1276
2024 Q3	$10K	Hold	93	–	–	﹤0.01%	379
2024 Q2	$9K	Sell	93 -5	-5%	-$532	﹤0.01%	361
2024 Q1	$11K	Hold	98	–	–	﹤0.01%	301
2023 Q4	$11K	Sell	98 -645	-87%	-$67.4K	﹤0.01%	271
2023 Q3	$77K	Sell	743 -8,339	-92%	-$882K	0.02%	122
2023 Q2	$976K	Buy	9,082 +8,159	+884%	+$888K	0.26%	35
2023 Q1	$98K	Sell	923 -16	-2%	-$1.73K	0.03%	104
2022 Q4	$98K	Hold	939	–	–	0.03%	103
2022 Q3	$99K	Buy	939 +210	+29%	+$23.8K	0.03%	102
2022 Q2	$83K	Buy	729 +429	+143%	+$50.9K	0.03%	103
2022 Q1	$37K	Buy	+300	New	+$37.7K	0.01%	148

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

Avion Wealth's TIP Position: Q1 2026 in Review

Avion Wealth held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

Avion Wealth first reported a position in TIP in Q1 2022 and has held it in 14 quarters since. The position peaked at $976K in Q2 2023. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Avion Wealth held 6 shares of iShares TIPS Bond ETF worth $0 as of Q1 2026.
Avion Wealth left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
iShares TIPS Bond ETF made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1599 holding.
Avion Wealth first reported a position in iShares TIPS Bond ETF in Q1 2022 and has held it in 14 quarters since.
Avion Wealth's iShares TIPS Bond ETF position peaked at $976K in Q2 2023.
1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.