CWM
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Chemistry Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Chemistry 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
Q2 		$2.44M Buy
22,266
+11,405
+105% +$1.26M 0.39% 44
2026
Q1 		$1.2M Buy
10,861
+414
+4% +$45.8K 0.21% 72
2025
Q4 		$1.15M Hold
10,447
– – 0.21% 74
2025
Q3 		$1.16M Buy
10,447
+1
+0% +$110 0.22% 70
2025
Q2 		$1.15M Buy
10,446
+190
+2% +$20.7K 0.25% 69
2025
Q1 		$1.14M Hold
10,256
– – 0.27% 60
2024
Q4 		$1.09M Buy
10,256
+1,492
+17% +$162K 0.26% 64
2024
Q3 		$968K Sell
8,764
-128
-1% -$13.9K 0.23% 69
2024
Q2 		$950K Sell
8,892
-24
-0.3% -$2.55K 0.25% 65
2024
Q1 		$958K Buy
8,916
+304
+4% +$32.5K 0.26% 65
2023
Q4 		$926K Buy
8,612
+2,789
+48% +$292K 0.28% 59
2023
Q3 		$604K Sell
5,823
-80
-1% -$8.47K 0.2% 79
2023
Q2 		$635K Sell
5,903
-70
-1% -$7.62K 0.21% 80
2023
Q1 		$659K Buy
5,973
+228
+4% +$24.7K 0.23% 75
2022
Q4 		$611K Sell
5,745
-2,394
-29% -$256K 0.24% 69
2022
Q3 		$854K Buy
8,139
+1
+0% +$113 0.34% 52
2022
Q2 		$927K Sell
8,138
-130
-2% -$15.4K 0.35% 52
2022
Q1 		$1.03M Buy
+8,268
New +$1.04M 0.35% 48

Other funds holding TIP

VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

Chemistry Wealth Management's TIP Position: Q2 2026 in Review

Chemistry Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 105% in Q2 2026, buying an estimated $1.26M and bringing the position to 22,266 shares worth $2.44M. The position accounts for 0.39% of the portfolio, ranked #44.

Chemistry Wealth Management first reported a position in TIP in Q1 2022 and has held it in 18 quarters since. 240 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Chemistry Wealth Management held 22,266 shares of iShares TIPS Bond ETF worth $2.44M as of Q2 2026.
  • Chemistry Wealth Management bought 11,405 iShares TIPS Bond ETF shares in Q2 2026, an estimated $1.26M.
  • iShares TIPS Bond ETF made up 0.39% of Chemistry Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Chemistry Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • 240 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.