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Brightwater Advisory’s iShares TIPS Bond ETF TIP Stock Holding History

Brightwater Advisory’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 		$5.68M Hold
51,505
– – 3.76% 10
2025
Q4 		$5.66M Hold
51,505
– – 3.83% 9
2025
Q3 		$5.73M Sell
51,505
-517
-1% -$57.1K 3.93% 9
2025
Q2 		$5.72M Sell
52,022
-6
-0% -$654 4.12% 8
2025
Q1 		$5.78M Sell
52,028
-28
-0.1% -$3.04K 4.57% 6
2024
Q4 		$5.55M Hold
52,056
– – 4.35% 7
2024
Q3 		$5.75M Sell
52,056
-3,470
-6% -$377K 4.23% 8
2024
Q2 		$5.93M Buy
55,526
+2,768
+5% +$294K 4.58% 6
2024
Q1 		$5.67M Sell
52,758
-1,065
-2% -$114K 4.55% 7
2023
Q4 		$5.79M Buy
+53,823
New +$5.63M 4.88% 5

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Brightwater Advisory's TIP Position: Q1 2026 in Review

Brightwater Advisory held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 51,505 shares worth $5.68M. The position accounts for 3.76% of the portfolio, ranked #10.

Brightwater Advisory first reported a position in TIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.93M in Q2 2024. 1,014 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Brightwater Advisory held 51,505 shares of iShares TIPS Bond ETF worth $5.68M as of Q1 2026.
  • Brightwater Advisory left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
  • iShares TIPS Bond ETF made up 3.76% of Brightwater Advisory's portfolio in Q1 2026, its #10 holding.
  • Brightwater Advisory first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Brightwater Advisory's iShares TIPS Bond ETF position peaked at $5.93M in Q2 2024.
  • 1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Brightwater Advisory's 13F filing for Q1 2026, filed 1 May 2026.