Blue Bell Private Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Blue Bell Private 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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Blue Bell Private Wealth Management's TIP Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 151% in Q1 2026, buying an estimated $22.2K and bringing the position to 334 shares worth $36.8K. The position accounts for 0.01% of the portfolio, ranked #444.

Blue Bell Private Wealth Management first reported a position in TIP in Q2 2013 and has held it in 52 quarters since. The position peaked at $609K in Q2 2014. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Blue Bell Private Wealth Management held 334 shares of iShares TIPS Bond ETF worth $36.8K as of Q1 2026.
Blue Bell Private Wealth Management bought 201 iShares TIPS Bond ETF shares in Q1 2026, an estimated $22.2K.
iShares TIPS Bond ETF made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #444 holding.
Blue Bell Private Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 52 quarters since.
Blue Bell Private Wealth Management's iShares TIPS Bond ETF position peaked at $609K in Q2 2014.
1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.