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

Bernard 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 		– Sell
-4
Closed -$442 – 364
2026
Q1 		$442 Buy
+4
New +$443 ﹤0.01% 331
2025
Q2 		– Sell
-45
Closed -$5K – 388
2025
Q1 		$5K Buy
+45
New +$4.89K ﹤0.01% 252

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bernard Wealth Management's TIP Position: Q2 2026 in Review

Bernard Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 4 shares — an estimated $442 sold.

Bernard Wealth Management first reported a position in TIP in Q1 2025 and held it in 2 quarters. The position peaked at $5K in Q1 2025. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Bernard Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 4 iShares TIPS Bond ETF shares in Q2 2026, an estimated $442.
  • Bernard Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2025 and held it in 2 quarters.
  • Bernard Wealth Management's iShares TIPS Bond ETF position peaked at $5K in Q1 2025.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.