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

Concord 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 		$10.2K Buy
+93
New +$10.3K ﹤0.01% 567
2026
Q1 		– Sell
-97
Closed -$10.7K – 725
2025
Q4 		$10.7K Buy
97
+1
+1% +$111 ﹤0.01% 525
2025
Q3 		$10.7K Buy
96
+1
+1% +$110 ﹤0.01% 533
2025
Q2 		$10.4K Sell
95
-72
-43% -$7.85K ﹤0.01% 535
2025
Q1 		$18.5K Hold
167
– – ﹤0.01% 440
2024
Q4 		$17.8K Sell
167
-216
-56% -$23.4K ﹤0.01% 476
2024
Q3 		$42.3K Sell
383
-27
-7% -$2.93K 0.01% 359
2024
Q2 		$43.7K Sell
410
-886
-68% -$94.2K 0.01% 327
2024
Q1 		$139K Sell
1,296
-156
-11% -$16.7K 0.03% 240
2023
Q4 		$156K Sell
1,452
-834
-36% -$87.2K 0.03% 233
2023
Q3 		$237K Sell
2,286
-165
-7% -$17.5K 0.05% 179
2023
Q2 		$264K Buy
2,451
+125
+5% +$13.6K 0.06% 166
2023
Q1 		$256K Sell
2,326
-150
-6% -$16.2K 0.07% 135
2022
Q4 		$264K Buy
2,476
+1
+0% +$107 0.08% 134
2022
Q3 		$260K Sell
2,475
-5,765
-70% -$653K 0.08% 133
2022
Q2 		$939K Buy
8,240
+778
+10% +$92.3K 0.26% 55
2022
Q1 		$930K Sell
7,462
-602
-7% -$75.7K 0.24% 55
2021
Q4 		$1.04M Buy
8,064
+2,190
+37% +$282K 0.26% 50
2021
Q3 		$750K Sell
5,874
-77
-1% -$9.93K 0.31% 24
2021
Q2 		$762K Buy
5,951
+5,795
+3,715% +$736K 0.22% 42
2021
Q1 		$20K Buy
156
+85
+120% +$10.8K 0.01% 478
2020
Q4 		$9K Buy
+71
New +$8.96K 0.01% 370

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

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

Concord Wealth Partners opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 93 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #567 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in TIP as recently as Q4 2025.

Concord Wealth Partners first reported a position in TIP in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.04M in Q4 2021. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Concord Wealth Partners held 93 shares of iShares TIPS Bond ETF worth $10.2K as of Q2 2026.
  • iShares TIPS Bond ETF was a new Concord Wealth Partners position in Q2 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #567 holding.
  • Concord Wealth Partners first reported a position in iShares TIPS Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's iShares TIPS Bond ETF position peaked at $1.04M in Q4 2021.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.