Buck Wealth Strategies’s iShares TIPS Bond ETF TIP Stock Holding History

Buck Wealth Strategies’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	$11.1M	Sell	100,838 -3,080	-3%	-$341K	1.37%	32
2025 Q4	$11.4M	Sell	103,918 -4,562	-4%	-$506K	1.45%	30
2025 Q3	$12.1M	Sell	108,480 -6,701	-6%	-$740K	1.65%	17
2025 Q2	$12.7M	Buy	115,181 +5,565	+5%	+$607K	1.93%	16
2025 Q1	$12.2M	Buy	109,616 +9,084	+9%	+$987K	2.21%	7
2024 Q4	$10.7M	Buy	100,532 +36,875	+58%	+$3.99M	2.23%	16
2024 Q3	$7.03M	Sell	63,657 -4,400	-6%	-$478K	2.21%	22
2024 Q2	$7.27M	Buy	68,057 +62,426	+1,109%	+$6.64M	2.15%	22
2024 Q1	$605K	Sell	5,631 -46,747	-89%	-$4.99M	0.21%	53
2023 Q4	$5.63M	Buy	52,378 +2,104	+4%	+$220K	2.09%	29
2023 Q3	$5.21M	Buy	+50,274	New	+$5.32M	2.1%	29
2022 Q3	$4.69M	Buy	+45,248	New	+$5.12M	2.19%	29

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

Buck Wealth Strategies's TIP Position: Q1 2026 in Review

Buck Wealth Strategies reduced its iShares TIPS Bond ETF (TIP) stake by 3% in Q1 2026, selling an estimated $341K and leaving 100,838 shares worth $11.1M. The position accounts for 1.37% of the portfolio, ranked #32.

Buck Wealth Strategies first reported a position in TIP in Q3 2022 and has held it in 12 quarters since. The position peaked at $12.7M in Q2 2025. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Buck Wealth Strategies held 100,838 shares of iShares TIPS Bond ETF worth $11.1M as of Q1 2026.
Buck Wealth Strategies sold 3,080 iShares TIPS Bond ETF shares in Q1 2026, an estimated $341K.
iShares TIPS Bond ETF made up 1.37% of Buck Wealth Strategies's portfolio in Q1 2026, its #32 holding.
Buck Wealth Strategies first reported a position in iShares TIPS Bond ETF in Q3 2022 and has held it in 12 quarters since.
Buck Wealth Strategies's iShares TIPS Bond ETF position peaked at $12.7M in Q2 2025.
1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Buck Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.