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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
Q2 		$11.5M Buy
104,737
+3,899
+4% +$431K 1.2% 33
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
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

Buck Wealth Strategies's TIP Position: Q2 2026 in Review

Buck Wealth Strategies increased its iShares TIPS Bond ETF (TIP) stake by 3.9% in Q2 2026, buying an estimated $431K and bringing the position to 104,737 shares worth $11.5M. The position accounts for 1.2% of the portfolio, ranked #33.

Buck Wealth Strategies first reported a position in TIP in Q3 2022 and has held it in 13 quarters since. The position peaked at $12.7M in Q2 2025. 1,022 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Buck Wealth Strategies held 104,737 shares of iShares TIPS Bond ETF worth $11.5M as of Q2 2026.
  • Buck Wealth Strategies bought 3,899 iShares TIPS Bond ETF shares in Q2 2026, an estimated $431K.
  • iShares TIPS Bond ETF made up 1.2% of Buck Wealth Strategies's portfolio in Q2 2026, its #33 holding.
  • Buck Wealth Strategies first reported a position in iShares TIPS Bond ETF in Q3 2022 and has held it in 13 quarters since.
  • Buck Wealth Strategies's iShares TIPS Bond ETF position peaked at $12.7M in Q2 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.