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Bar Harbor Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Bar Harbor Wealth Management’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
Q2 		$605K Buy
5,530
+697
+14% +$77K 0.03% 174
2026
Q1 		$533K Buy
4,833
+956
+25% +$106K 0.03% 178
2025
Q4 		$426K Buy
3,877
+543
+16% +$60.2K 0.02% 197
2025
Q3 		$371K Buy
3,334
+40
+1% +$4.42K 0.02% 208
2025
Q2 		$362K Sell
3,294
-868
-21% -$94.7K 0.02% 201
2025
Q1 		$462K Sell
4,162
-446
-10% -$48.4K 0.03% 182
2024
Q4 		$491K Sell
4,608
-151
-3% -$16.3K 0.03% 179
2024
Q3 		$526K Sell
4,759
-219
-4% -$23.8K 0.03% 183
2024
Q2 		$532K Sell
4,978
-728
-13% -$77.4K 0.04% 178
2024
Q1 		$613K Sell
5,706
-2,134
-27% -$228K 0.04% 178
2023
Q4 		$843K Sell
7,840
-19,217
-71% -$2.01M 0.06% 152
2023
Q3 		$2.81M Sell
27,057
-8,041
-23% -$851K 0.22% 97
2023
Q2 		$3.78M Sell
35,098
-21,645
-38% -$2.36M 0.29% 86
2023
Q1 		$6.26M Sell
56,743
-28,444
-33% -$3.08M 0.5% 61
2022
Q4 		$9.07M Sell
85,187
-15,518
-15% -$1.66M 0.72% 42
2022
Q3 		$10.6M Sell
100,705
-150
-0.1% -$17K 0.91% 33
2022
Q2 		$11.5M Buy
100,855
+39,566
+65% +$4.69M 0.92% 33
2022
Q1 		$7.63M Sell
61,289
-798
-1% -$100K 0.68% 43
2021
Q4 		$8.02M Buy
62,087
+55,657
+866% +$7.18M 0.68% 43
2021
Q3 		$821K Sell
6,430
-10
-0.2% -$1.29K 0.08% 130
2021
Q2 		$825K Hold
6,440
– – 0.08% 134
2021
Q1 		$808K Sell
6,440
-69
-1% -$8.73K 0.08% 133
2020
Q4 		$831K Hold
6,509
– – 0.08% 125
2020
Q3 		$823K Sell
6,509
-108
-2% -$13.6K 0.09% 124
2020
Q2 		$814K Sell
6,617
-661
-9% -$80.4K 0.09% 122
2020
Q1 		$859K Sell
7,278
-282
-4% -$33.2K 0.12% 117
2019
Q4 		$881K Sell
7,560
-2,280
-23% -$265K 0.1% 144
2019
Q3 		$1.14M Sell
9,840
-154
-2% -$17.9K 0.13% 132
2019
Q2 		$1.15M Sell
9,994
-138
-1% -$15.7K 0.13% 131
2019
Q1 		$1.15M Sell
10,132
-2,385
-19% -$265K 0.14% 126
2018
Q4 		$1.37M Sell
12,517
-655
-5% -$71.5K 0.18% 101
2018
Q3 		$1.46M Sell
13,172
-872
-6% -$97.4K 0.17% 111
2018
Q2 		$1.58M Sell
14,044
-71
-0.5% -$7.97K 0.19% 102
2018
Q1 		$1.6M Sell
14,115
-500
-3% -$56.3K 0.2% 106
2017
Q4 		$1.67M Sell
14,615
-343
-2% -$39K 0.19% 104
2017
Q3 		$1.7M Sell
14,958
-438
-3% -$49.9K 0.21% 100
2017
Q2 		$1.75M Sell
15,396
-1,590
-9% -$182K 0.21% 99
2017
Q1 		$1.95M Sell
16,986
-10
-0.1% -$1.14K 0.23% 84
2016
Q4 		$1.92M Sell
16,996
-635
-4% -$72.5K 0.21% 95
2016
Q3 		$2.05M Sell
17,631
-160
-0.9% -$18.6K 0.23% 88
2016
Q2 		$2.08M Sell
17,791
-200
-1% -$23K 0.24% 86
2016
Q1 		$2.06M Sell
17,991
-1,233
-6% -$138K 0.25% 81
2015
Q4 		$2.11M Sell
19,224
-910
-5% -$101K 0.26% 81
2015
Q3 		$2.23M Sell
20,134
-360
-2% -$40.2K 0.3% 77
2015
Q2 		$2.3M Sell
20,494
-2,135
-9% -$241K 0.28% 81
2015
Q1 		$2.57M Sell
22,629
-2,721
-11% -$309K 0.31% 79
2014
Q4 		$2.84M Sell
25,350
-1,935
-7% -$218K 0.35% 71
2014
Q3 		$3.06M Sell
27,285
-1,130
-4% -$129K 0.39% 66
2014
Q2 		$3.28M Sell
28,415
-1,543
-5% -$176K 0.41% 63
2014
Q1 		$3.36M Sell
29,958
-1,781
-6% -$199K 0.43% 60
2013
Q4 		$3.49M Sell
31,739
-2,074
-6% -$232K 0.45% 59
2013
Q3 		$3.81M Sell
33,813
-2,650
-7% -$296K 0.53% 54
2013
Q2 		$4.08M Buy
+36,463
New +$4.31M 0.59% 51

Other funds holding TIP

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Bar Harbor Wealth Management's TIP Position: Q2 2026 in Review

Bar Harbor Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 14% in Q2 2026, buying an estimated $77K and bringing the position to 5,530 shares worth $605K. The position accounts for 0.03% of the portfolio, ranked #174.

Bar Harbor Wealth Management first reported a position in TIP in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.5M in Q2 2022. 475 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Bar Harbor Wealth Management held 5,530 shares of iShares TIPS Bond ETF worth $605K as of Q2 2026.
  • Bar Harbor Wealth Management bought 697 iShares TIPS Bond ETF shares in Q2 2026, an estimated $77K.
  • iShares TIPS Bond ETF made up 0.03% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #174 holding.
  • Bar Harbor Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • Bar Harbor Wealth Management's iShares TIPS Bond ETF position peaked at $11.5M in Q2 2022.
  • 475 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.