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

Corepath 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 		$507K Hold
4,694
– – 0.32% 26
2026
Q1 		$521K Hold
4,694
– – 0.35% 21
2025
Q4 		$517K Sell
4,694
-95
-2% -$10.5K 0.35% 22
2025
Q3 		$531K Sell
4,789
-609
-11% -$67.3K 0.39% 21
2025
Q2 		$590K Buy
5,398
+1
+0% +$109 0.5% 18
2025
Q1 		$588K Sell
5,397
-107
-2% -$11.6K 0.56% 16
2024
Q4 		$585K Sell
5,504
-5
-0.1% -$541 0.57% 16
2024
Q3 		$603K Sell
5,509
-47
-0.8% -$5.11K 0.59% 18
2024
Q2 		$594K Sell
5,556
-1,436
-21% -$153K 0.63% 17
2024
Q1 		$739K Sell
6,992
-3,928
-36% -$420K 0.82% 15
2023
Q4 		$1.17M Sell
10,920
-2,472
-18% -$258K 0.65% 17
2023
Q3 		$1.39M Sell
13,392
-1,423
-10% -$151K 0.84% 17
2023
Q2 		$1.59M Sell
14,815
-20,235
-58% -$2.2M 0.93% 16
2023
Q1 		$3.86M Sell
35,050
-3,757
-10% -$407K 2.42% 12
2022
Q4 		$4.2M Sell
38,807
-1,528
-4% -$163K 2.8% 12
2022
Q3 		$4.28M Sell
40,335
-6
-0% -$679 3.18% 10
2022
Q2 		$4.6M Sell
40,341
-49,067
-55% -$5.82M 3.4% 10
2022
Q1 		$10.8M Buy
89,408
+20,281
+29% +$2.55M 7.55% 4
2021
Q4 		$8.74M Buy
69,127
+6,984
+11% +$901K 6.25% 5
2021
Q3 		$7.95M Buy
62,143
+4,494
+8% +$579K 6.1% 6
2021
Q2 		$7.43M Buy
57,649
+12,112
+27% +$1.54M 5.75% 7
2021
Q1 		$5.71M Buy
+45,537
New +$5.76M 5.02% 9

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

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

Corepath Wealth Partners held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 4,694 shares worth $507K. The position accounts for 0.32% of the portfolio, ranked #26.

Corepath Wealth Partners first reported a position in TIP in Q1 2021 and has held it in 22 quarters since. The position peaked at $10.8M in Q1 2022. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Corepath Wealth Partners held 4,694 shares of iShares TIPS Bond ETF worth $507K as of Q2 2026.
  • Corepath Wealth Partners left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.32% of Corepath Wealth Partners's portfolio in Q2 2026, its #26 holding.
  • Corepath Wealth Partners first reported a position in iShares TIPS Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Corepath Wealth Partners's iShares TIPS Bond ETF position peaked at $10.8M in Q1 2022.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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