Darden Wealth Group
TIP icon

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
Q3 		$1.38M Sell
13,308
-880
-6% -$94.1K 0.55% 39
2026
Q2 		$1.55M Sell
14,188
-32
-0.2% -$3.54K 0.62% 36
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
DRW Securities
DRW Securities Chicago, Illinois $170B AUM 11.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Darden Wealth Group's TIP Position: Q3 2026 in Review

Darden Wealth Group reduced its iShares TIPS Bond ETF (TIP) stake by 6.2% in Q3 2026, selling an estimated $94.1K and leaving 13,308 shares worth $1.38M. The position accounts for 0.55% of the portfolio, ranked #39.

Darden Wealth Group first reported a position in TIP in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.05M in Q4 2023. 894 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Darden Wealth Group held 13,308 shares of iShares TIPS Bond ETF worth $1.38M as of Q3 2026.
  • Darden Wealth Group sold 880 iShares TIPS Bond ETF shares in Q3 2026, an estimated $94.1K.
  • iShares TIPS Bond ETF made up 0.55% of Darden Wealth Group's portfolio in Q3 2026, its #39 holding.
  • Darden Wealth Group first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Darden Wealth Group's iShares TIPS Bond ETF position peaked at $2.05M in Q4 2023.
  • 894 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Darden Wealth Group's 13F filing for Q3 2026, filed 6 Nov 2026.