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Darden Wealth Group’s iShares TIPS Bond ETF TIP Stock Holding History

Darden Wealth Group’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
Q1 		$1.57M Sell
14,220
-678
-5% -$75K 0.8% 30
2025
Q4 		$1.64M Sell
14,898
-362
-2% -$40.2K 0.79% 26
2025
Q3 		$1.7M Sell
15,260
-194
-1% -$21.4K 0.89% 25
2025
Q2 		$1.7M Sell
15,454
-491
-3% -$53.6K 1.03% 18
2025
Q1 		$1.77M Sell
15,945
-105
-0.7% -$11.4K 1.37% 14
2024
Q4 		$1.71M Sell
16,050
-278
-2% -$30.1K 1.15% 17
2024
Q3 		$1.8M Sell
16,328
-159
-1% -$17.3K 1.29% 14
2024
Q2 		$1.76M Sell
16,487
-1,667
-9% -$177K 1.06% 16
2024
Q1 		$1.95M Sell
18,154
-960
-5% -$103K 1.53% 12
2023
Q4 		$2.05M Buy
+19,114
New +$2M 1.98% 9

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Darden Wealth Group's TIP Position: Q1 2026 in Review

Darden Wealth Group reduced its iShares TIPS Bond ETF (TIP) stake by 4.6% in Q1 2026, selling an estimated $75K and leaving 14,220 shares worth $1.57M. The position accounts for 0.8% of the portfolio, ranked #30.

Darden Wealth Group first reported a position in TIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.05M in Q4 2023. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Darden Wealth Group held 14,220 shares of iShares TIPS Bond ETF worth $1.57M as of Q1 2026.
  • Darden Wealth Group sold 678 iShares TIPS Bond ETF shares in Q1 2026, an estimated $75K.
  • iShares TIPS Bond ETF made up 0.8% of Darden Wealth Group's portfolio in Q1 2026, its #30 holding.
  • Darden Wealth Group first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Darden Wealth Group's iShares TIPS Bond ETF position peaked at $2.05M in Q4 2023.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Darden Wealth Group's 13F filing for Q1 2026, filed 8 May 2026.