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

Daymark 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 		$832K Buy
7,602
+116
+2% +$12.8K 0.02% 369
2026
Q1 		$826K Sell
7,486
-56
-0.7% -$6.2K 0.03% 331
2025
Q4 		$829K Buy
7,542
+131
+2% +$14.5K 0.03% 309
2025
Q3 		$824K Buy
7,411
+465
+7% +$51.4K 0.03% 301
2025
Q2 		$764K Buy
6,946
+92
+1% +$10K 0.03% 295
2025
Q1 		$761K Hold
6,854
– – 0.03% 281
2024
Q4 		$730K Buy
6,854
+35
+0.5% +$3.79K 0.03% 278
2024
Q3 		$753K Buy
6,819
+238
+4% +$25.9K 0.03% 282
2024
Q2 		$703K Buy
+6,581
New +$700K 0.03% 287
2023
Q3 		– Sell
-2,131
Closed -$229K – 405
2023
Q2 		$229K Hold
2,131
– – 0.02% 336
2023
Q1 		$235K Sell
2,131
-106
-5% -$11.5K 0.03% 258
2022
Q4 		$238K Buy
+2,237
New +$239K 0.04% 202

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

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

Daymark Wealth Partners increased its iShares TIPS Bond ETF (TIP) stake by 1.5% in Q2 2026, buying an estimated $12.8K and bringing the position to 7,602 shares worth $832K. The position accounts for 0.02% of the portfolio, ranked #369.

Daymark Wealth Partners first reported a position in TIP in Q4 2022 and has held it in 12 quarters since. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Daymark Wealth Partners held 7,602 shares of iShares TIPS Bond ETF worth $832K as of Q2 2026.
  • Daymark Wealth Partners bought 116 iShares TIPS Bond ETF shares in Q2 2026, an estimated $12.8K.
  • iShares TIPS Bond ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #369 holding.
  • Daymark Wealth Partners first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 12 quarters since.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.