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Costello Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History

Costello Asset 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 		$7.22K Hold
66
– – ﹤0.01% 541
2026
Q1 		$7.28K Hold
66
– – ﹤0.01% 514
2025
Q4 		$7.25K Hold
66
– – ﹤0.01% 501
2025
Q3 		$7.34K Hold
66
– – ﹤0.01% 497
2025
Q2 		$7.26K Hold
66
– – ﹤0.01% 512
2025
Q1 		$7.33K Buy
+66
New +$7.17K ﹤0.01% 489

Other funds holding TIP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Costello Asset Management's TIP Position: Q2 2026 in Review

Costello Asset Management held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 66 shares worth $7.22K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Costello Asset Management first reported a position in TIP in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.34K in Q3 2025. 613 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Costello Asset Management held 66 shares of iShares TIPS Bond ETF worth $7.22K as of Q2 2026.
  • Costello Asset Management left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #541 holding.
  • Costello Asset Management first reported a position in iShares TIPS Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Costello Asset Management's iShares TIPS Bond ETF position peaked at $7.34K in Q3 2025.
  • 613 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.