Curio Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Curio Wealth’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	–	Sell	-31	Closed	-$3.42K	–	1023
2026 Q1	$3.42K	Buy	31 +16	+107%	+$1.77K	﹤0.01%	284
2025 Q4	$1.65K	Buy	+15	New	+$1.66K	﹤0.01%	347

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Curio Wealth's TIP Position: Q2 2026 in Review

Curio Wealth sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 31 shares — an estimated $3.42K sold.

Curio Wealth first reported a position in TIP in Q4 2025 and held it in 2 quarters. The position peaked at $3.42K in Q1 2026. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Curio Wealth reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 31 iShares TIPS Bond ETF shares in Q2 2026, an estimated $3.42K.
Curio Wealth first reported a position in iShares TIPS Bond ETF in Q4 2025 and held it in 2 quarters.
Curio Wealth's iShares TIPS Bond ETF position peaked at $3.42K in Q1 2026.
1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.