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

BIP 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
Q2 		$249K Buy
+2,279
New +$252K 0.01% 495
2023
Q2 		– Sell
-2,727
Closed -$301K – 195
2023
Q1 		$301K Buy
+2,727
New +$295K 0.03% 145

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 22.9% 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

BIP Wealth's TIP Position: Q2 2026 in Review

BIP Wealth opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 2,279 shares worth $249K. The stake represents 0.01% of the portfolio and ranks #495 among its holdings. This is a return to the name: BIP Wealth previously reported a position in TIP as recently as Q1 2023.

BIP Wealth first reported a position in TIP in Q1 2023 and has held it in 2 quarters since. The position peaked at $301K in Q1 2023. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • BIP Wealth held 2,279 shares of iShares TIPS Bond ETF worth $249K as of Q2 2026.
  • iShares TIPS Bond ETF was a new BIP Wealth position in Q2 2026.
  • iShares TIPS Bond ETF made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #495 holding.
  • BIP Wealth first reported a position in iShares TIPS Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • BIP Wealth's iShares TIPS Bond ETF position peaked at $301K in Q1 2023.
  • 1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.