Blue Bell Private Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-334
| Closed | -$36.8K | – | 753 |
|
|
2026
Q1 | $36.8K | Buy |
334
+201
| +151% | +$22.2K | 0.01% | 444 |
|
|
2025
Q4 | $14.6K | Hold |
133
| – | – | ﹤0.01% | 520 |
|
|
2025
Q3 | $14.8K | Sell |
133
-174
| -57% | -$19.2K | ﹤0.01% | 511 |
|
|
2025
Q2 | $33.8K | Hold |
307
| – | – | 0.01% | 422 |
|
|
2025
Q1 | $34.1K | Buy |
307
+15
| +5% | +$1.63K | 0.01% | 417 |
|
|
2024
Q4 | $31.1K | Hold |
292
| – | – | 0.01% | 410 |
|
|
2024
Q3 | $32.3K | Buy |
292
+12
| +4% | +$1.3K | 0.01% | 415 |
|
|
2024
Q2 | $29.9K | Buy |
280
+14
| +5% | +$1.49K | 0.01% | 415 |
|
|
2024
Q1 | $28.6K | Sell |
266
-210
| -44% | -$22.4K | 0.01% | 421 |
|
|
2023
Q4 | $51.2K | Buy |
476
+177
| +59% | +$18.5K | 0.01% | 317 |
|
|
2023
Q3 | $31K | Sell |
299
-75
| -20% | -$7.94K | 0.01% | 314 |
|
|
2023
Q2 | $40.3K | Buy |
374
+19
| +5% | +$2.07K | 0.01% | 279 |
|
|
2023
Q1 | $39.1K | Hold |
355
| – | – | 0.01% | 250 |
|
|
2022
Q4 | $37.8K | Hold |
355
| – | – | 0.01% | 238 |
|
|
2022
Q3 | $37K | Hold |
355
| – | – | 0.01% | 240 |
|
|
2022
Q2 | $40K | Hold |
355
| – | – | 0.01% | 236 |
|
|
2022
Q1 | $44K | Sell |
355
-120
| -25% | -$15.1K | 0.01% | 236 |
|
|
2021
Q4 | $61K | Hold |
475
| – | – | 0.02% | 196 |
|
|
2021
Q3 | $61K | Hold |
475
| – | – | 0.02% | 101 |
|
|
2021
Q2 | $61K | Sell |
475
-50
| -10% | -$6.35K | 0.02% | 106 |
|
|
2021
Q1 | $66K | Hold |
525
| – | – | 0.02% | 106 |
|
|
2020
Q4 | $70K | Hold |
525
| – | – | 0.02% | 93 |
|
|
2020
Q3 | $66K | Hold |
525
| – | – | 0.03% | 98 |
|
|
2020
Q2 | $60K | Hold |
525
| – | – | 0.03% | 94 |
|
|
2020
Q1 | $62K | Sell |
525
-450
| -46% | -$53K | 0.03% | 88 |
|
|
2019
Q4 | $114K | Buy |
975
+100
| +11% | +$11.6K | 0.05% | 81 |
|
|
2019
Q3 | $102K | Sell |
875
-18
| -2% | -$2.09K | 0.05% | 71 |
|
|
2019
Q2 | $103K | Sell |
893
-400
| -31% | -$45.5K | 0.05% | 71 |
|
|
2019
Q1 | $146K | Hold |
1,293
| – | – | 0.07% | 66 |
|
|
2018
Q4 | $142K | Hold |
1,293
| – | – | 0.07% | 67 |
|
|
2018
Q3 | $143K | Hold |
1,293
| – | – | 0.06% | 76 |
|
|
2018
Q2 | $146K | Hold |
1,293
| – | – | 0.07% | 77 |
|
|
2018
Q1 | $146K | Hold |
1,293
| – | – | 0.06% | 81 |
|
|
2017
Q4 | $147K | Hold |
1,293
| – | – | 0.07% | 81 |
|
|
2017
Q3 | $147K | Sell |
1,293
-100
| -7% | -$11.4K | 0.07% | 83 |
|
|
2017
Q2 | $158K | Sell |
1,393
-1,800
| -56% | -$206K | 0.08% | 82 |
|
|
2017
Q1 | $366K | Hold |
3,193
| – | – | 0.2% | 51 |
|
|
2016
Q4 | $362K | Sell |
3,193
-250
| -7% | -$28.5K | 0.22% | 54 |
|
|
2016
Q3 | $402K | Sell |
3,443
-500
| -13% | -$58K | 0.23% | 59 |
|
|
2016
Q2 | $461K | Hold |
3,943
| – | – | 0.3% | 49 |
|
|
2016
Q1 | $452K | Hold |
3,943
| – | – | 0.31% | 59 |
|
|
2015
Q4 | $432K | Sell |
3,943
-350
| -8% | -$38.7K | 0.29% | 60 |
|
|
2015
Q3 | $475K | Hold |
4,293
| – | – | 0.33% | 55 |
|
|
2015
Q2 | $481K | Hold |
4,293
| – | – | 0.29% | 55 |
|
|
2015
Q1 | $487K | Sell |
4,293
-300
| -7% | -$34K | 0.29% | 55 |
|
|
2014
Q4 | $514K | Sell |
4,593
-582
| -11% | -$65.7K | 0.3% | 57 |
|
|
2014
Q3 | $580K | Sell |
5,175
-100
| -2% | -$11.4K | 0.35% | 49 |
|
|
2014
Q2 | $609K | Hold |
5,275
| – | – | 0.37% | 47 |
|
|
2014
Q1 | $591K | Hold |
5,275
| – | – | 0.4% | 44 |
|
|
2013
Q4 | $580K | Buy |
5,275
+100
| +2% | +$11.2K | 0.44% | 42 |
|
|
2013
Q3 | $583K | Buy |
5,175
+450
| +10% | +$50.2K | 0.58% | 34 |
|
|
2013
Q2 | $529K | Buy |
+4,725
| New | +$559K | 0.47% | 32 |
|
Other funds holding TIP
SLI
MG
Blue Bell Private Wealth Management's TIP Position: Q2 2026 in Review
Blue Bell Private Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 334 shares — an estimated $36.8K sold.
Blue Bell Private Wealth Management first reported a position in TIP in Q2 2013 and held it in 52 quarters. The position peaked at $609K in Q2 2014. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.
- Blue Bell Private Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
- Blue Bell Private Wealth Management sold 334 iShares TIPS Bond ETF shares in Q2 2026, an estimated $36.8K.
- Blue Bell Private Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 52 quarters.
- Blue Bell Private Wealth Management's iShares TIPS Bond ETF position peaked at $609K in Q2 2014.
- 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.