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BSW Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History

BSW Wealth Partners’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 		$413K Buy
3,774
+338
+10% +$37.4K 0.05% 200
2026
Q1 		$379K Buy
3,436
+118
+4% +$13.1K 0.05% 209
2025
Q4 		$365K Buy
3,318
+36
+1% +$3.99K 0.04% 211
2025
Q3 		$365K Buy
+3,282
New +$363K 0.05% 222
2018
Q4 		– Sell
-2,996
Closed -$331K – 137
2018
Q3 		$331K Buy
2,996
+2
+0.1% +$223 0.13% 71
2018
Q2 		$338K Sell
2,994
-17
-0.6% -$1.91K 0.15% 59
2018
Q1 		$340K Hold
3,011
– – 0.15% 57
2017
Q4 		$343K Buy
3,011
+23
+0.8% +$2.62K 0.14% 59
2017
Q3 		$339K Buy
2,988
+137
+5% +$15.6K 0.15% 55
2017
Q2 		$323K Buy
2,851
+17
+0.6% +$1.94K 0.15% 53
2017
Q1 		$325K Sell
2,834
-16
-0.6% -$1.82K 0.16% 51
2016
Q4 		$323K Buy
2,850
+2,497
+707% +$285K 0.17% 54
2016
Q3 		$3.03K Sell
353
-2,668
-88% -$310K 0.1% 62
2016
Q2 		$352K Sell
3,021
-109
-3% -$12.5K 0.19% 48
2016
Q1 		$359K Buy
3,130
+565
+22% +$63.1K 0.2% 44
2015
Q4 		$281K Sell
2,565
-243
-9% -$26.9K 0.14% 48
2015
Q3 		$311K Hold
2,808
– – 0.19% 45
2015
Q2 		$315K Hold
2,808
– – 0.2% 44
2015
Q1 		$319K Sell
2,808
-6
-0.2% -$680 0.2% 42
2014
Q4 		$315K Buy
2,814
+66
+2% +$7.45K 0.25% 46
2014
Q3 		$308K Buy
2,748
+174
+7% +$19.9K 0.24% 45
2014
Q2 		$297K Sell
2,574
-50
-2% -$5.69K 0.23% 41
2014
Q1 		$294K Hold
2,624
– – 0.24% 36
2013
Q4 		$288K Hold
2,624
– – 0.23% 37
2013
Q3 		$295K Sell
2,624
-78
-3% -$8.7K 0.26% 35
2013
Q2 		$303K Buy
+2,702
New +$320K 0.27% 35

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

BSW Wealth Partners's TIP Position: Q2 2026 in Review

BSW Wealth Partners increased its iShares TIPS Bond ETF (TIP) stake by 9.8% in Q2 2026, buying an estimated $37.4K and bringing the position to 3,774 shares worth $413K. The position accounts for 0.05% of the portfolio, ranked #200.

BSW Wealth Partners first reported a position in TIP in Q2 2013 and has held it in 26 quarters since. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • BSW Wealth Partners held 3,774 shares of iShares TIPS Bond ETF worth $413K as of Q2 2026.
  • BSW Wealth Partners bought 338 iShares TIPS Bond ETF shares in Q2 2026, an estimated $37.4K.
  • iShares TIPS Bond ETF made up 0.05% of BSW Wealth Partners's portfolio in Q2 2026, its #200 holding.
  • BSW Wealth Partners first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 26 quarters since.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.