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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Daymark Wealth Partners's TIP Position: Q1 2026 in Review

Daymark Wealth Partners reduced its iShares TIPS Bond ETF (TIP) stake by 0.74% in Q1 2026, selling an estimated $6.2K and leaving 7,486 shares worth $826K. The position accounts for 0.03% of the portfolio, ranked #331.

Daymark Wealth Partners first reported a position in TIP in Q4 2022 and has held it in 11 quarters since. The position peaked at $829K in Q4 2025. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Daymark Wealth Partners held 7,486 shares of iShares TIPS Bond ETF worth $826K as of Q1 2026.
Daymark Wealth Partners sold 56 iShares TIPS Bond ETF shares in Q1 2026, an estimated $6.2K.
iShares TIPS Bond ETF made up 0.03% of Daymark Wealth Partners's portfolio in Q1 2026, its #331 holding.
Daymark Wealth Partners first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 11 quarters since.
Daymark Wealth Partners's iShares TIPS Bond ETF position peaked at $829K in Q4 2025.
1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.