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Badgley Phelps Wealth Managers’s iShares TIPS Bond ETF TIP Stock Holding History

Badgley Phelps Wealth Managers’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 		$223K Sell
2,018
-392
-16% -$43.4K ﹤0.01% 313
2025
Q4 		$265K Buy
2,410
+296
+14% +$32.8K ﹤0.01% 291
2025
Q3 		$235K Sell
2,114
-622
-23% -$68.7K ﹤0.01% 279
2025
Q2 		$301K Buy
2,736
+21
+0.8% +$2.29K 0.01% 257
2025
Q1 		$302K Sell
2,715
-200
-7% -$21.7K 0.01% 256
2024
Q4 		$311K Sell
2,915
-895
-23% -$96.9K 0.01% 254
2024
Q3 		$421K Sell
3,810
-36
-0.9% -$3.91K 0.01% 222
2024
Q2 		$411K Sell
3,846
-769
-17% -$81.8K 0.01% 208
2024
Q1 		$496K Buy
4,615
+1,813
+65% +$194K 0.01% 197
2023
Q4 		$301K Sell
2,802
-366
-12% -$38.3K 0.01% 216
2023
Q3 		$329K Sell
3,168
-5,324
-63% -$563K 0.01% 189
2023
Q2 		$914K Buy
8,492
+917
+12% +$99.9K 0.03% 153
2023
Q1 		$835K Buy
7,575
+3,861
+104% +$418K 0.03% 134
2022
Q4 		$395K Buy
3,714
+251
+7% +$26.8K 0.02% 161
2022
Q3 		$363K Sell
3,463
-68
-2% -$7.7K 0.02% 154
2022
Q2 		$402K Buy
3,531
+388
+12% +$46K 0.02% 156
2022
Q1 		$392K Sell
3,143
-2,421
-44% -$305K 0.01% 167
2021
Q4 		$719K Buy
5,564
+167
+3% +$21.5K 0.02% 145
2021
Q3 		$689K Buy
+5,397
New +$696K 0.03% 143

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

Badgley Phelps Wealth Managers's TIP Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its iShares TIPS Bond ETF (TIP) stake by 16% in Q1 2026, selling an estimated $43.4K and leaving 2,018 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Badgley Phelps Wealth Managers first reported a position in TIP in Q3 2021 and has held it in 19 quarters since. The position peaked at $914K in Q2 2023. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Badgley Phelps Wealth Managers held 2,018 shares of iShares TIPS Bond ETF worth $223K as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 392 iShares TIPS Bond ETF shares in Q1 2026, an estimated $43.4K.
  • iShares TIPS Bond ETF made up ﹤0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #313 holding.
  • Badgley Phelps Wealth Managers first reported a position in iShares TIPS Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's iShares TIPS Bond ETF position peaked at $914K in Q2 2023.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.