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

Copia 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 		$222K Buy
2,030
+484
+31% +$53.5K 0.13% 105
2026
Q1 		$171K Buy
1,546
+910
+143% +$101K 0.12% 114
2025
Q4 		$69.9K Buy
636
+434
+215% +$48.1K 0.05% 173
2025
Q3 		$22.5K Hold
202
– – 0.02% 257
2025
Q2 		$22.2K Sell
202
-40
-17% -$4.36K 0.02% 233
2025
Q1 		$26.9K Hold
242
– – 0.02% 200
2024
Q4 		$25.8K Buy
+242
New +$26.2K 0.02% 190

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

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

Copia Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 31% in Q2 2026, buying an estimated $53.5K and bringing the position to 2,030 shares worth $222K. The position accounts for 0.13% of the portfolio, ranked #105.

Copia Wealth Management first reported a position in TIP in Q4 2024 and has held it in 7 quarters since. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Copia Wealth Management held 2,030 shares of iShares TIPS Bond ETF worth $222K as of Q2 2026.
  • Copia Wealth Management bought 484 iShares TIPS Bond ETF shares in Q2 2026, an estimated $53.5K.
  • iShares TIPS Bond ETF made up 0.13% of Copia Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Copia Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.