Destination Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $260K | Sell |
2,352
-508
| -18% | -$56.2K | 0.01% | 274 |
|
|
2025
Q4 | $314K | Buy |
2,860
+418
| +17% | +$46.4K | 0.01% | 244 |
|
|
2025
Q3 | $272K | Buy |
2,442
+204
| +9% | +$22.5K | 0.01% | 229 |
|
|
2025
Q2 | $246K | Hold |
2,238
| – | – | 0.01% | 227 |
|
|
2025
Q1 | $249K | Sell |
2,238
-1,080
| -33% | -$117K | 0.01% | 218 |
|
|
2024
Q4 | $354K | Buy |
3,318
+1,080
| +48% | +$117K | 0.01% | 187 |
|
|
2024
Q3 | $247K | Hold |
2,238
| – | – | 0.01% | 204 |
|
|
2024
Q2 | $239K | Hold |
2,238
| – | – | 0.01% | 185 |
|
|
2024
Q1 | $240K | Hold |
2,238
| – | – | 0.01% | 188 |
|
|
2023
Q4 | $241K | Sell |
2,238
-84
| -4% | -$8.78K | 0.01% | 181 |
|
|
2023
Q3 | $241K | Buy |
2,322
+84
| +4% | +$8.89K | 0.01% | 180 |
|
|
2023
Q2 | $241K | Sell |
2,238
-96
| -4% | -$10.5K | 0.01% | 182 |
|
|
2023
Q1 | $257K | Sell |
2,334
-79
| -3% | -$8.55K | 0.01% | 184 |
|
|
2022
Q4 | $257K | Sell |
2,413
-49
| -2% | -$5.23K | 0.01% | 179 |
|
|
2022
Q3 | $258K | Sell |
2,462
-14
| -0.6% | -$1.58K | 0.01% | 169 |
|
|
2022
Q2 | $282K | Sell |
2,476
-1,193
| -33% | -$141K | 0.01% | 170 |
|
|
2022
Q1 | $457K | Buy |
3,669
+1,158
| +46% | +$146K | 0.02% | 138 |
|
|
2021
Q4 | $324K | Sell |
2,511
-179
| -7% | -$23.1K | 0.01% | 167 |
|
|
2021
Q3 | $343K | Buy |
+2,690
| New | +$347K | 0.01% | 141 |
|
|
2020
Q2 | – | Sell |
-12,410
| Closed | -$1.46M | – | 163 |
|
|
2020
Q1 | $1.46M | Buy |
+12,410
| New | +$1.46M | 0.09% | 92 |
|
|
2019
Q3 | – | Sell |
-175
| Closed | -$20K | – | 465 |
|
|
2019
Q2 | $20K | Sell |
175
-427
| -71% | -$48.6K | ﹤0.01% | 379 |
|
|
2019
Q1 | $68K | Sell |
602
-63
| -9% | -$6.99K | ﹤0.01% | 229 |
|
|
2018
Q4 | $73K | Sell |
665
-253
| -28% | -$27.6K | ﹤0.01% | 217 |
|
|
2018
Q3 | $102K | Buy |
918
+547
| +147% | +$61.1K | 0.01% | 201 |
|
|
2018
Q2 | $42K | Sell |
371
-32
| -8% | -$3.59K | ﹤0.01% | 289 |
|
|
2018
Q1 | $46K | Buy |
+403
| New | +$45.4K | ﹤0.01% | 263 |
|
|
2017
Q1 | – | Sell |
-2,177
| Closed | -$246K | – | 173 |
|
|
2016
Q4 | $246K | Sell |
2,177
-1,427
| -40% | -$163K | 0.02% | 151 |
|
|
2016
Q3 | $420K | Sell |
3,604
-1,276
| -26% | -$148K | 0.03% | 120 |
|
|
2016
Q2 | $569K | Buy |
+4,880
| New | +$560K | 0.05% | 95 |
|
|
2015
Q3 | – | Sell |
-48,510
| Closed | -$5.44M | – | 213 |
|
|
2015
Q2 | $5.44M | Buy |
+48,510
| New | +$5.48M | 0.36% | 62 |
|
|
2015
Q1 | – | Sell |
-1,786
| Closed | -$200K | – | 110 |
|
|
2014
Q4 | $200K | Sell |
1,786
-234
| -12% | -$26.4K | 0.02% | 113 |
|
|
2014
Q3 | $226K | Sell |
2,020
-56
| -3% | -$6.41K | 0.02% | 123 |
|
|
2014
Q2 | $239K | Sell |
2,076
-158
| -7% | -$18K | 0.02% | 122 |
|
|
2014
Q1 | $250K | Sell |
2,234
-152,717
| -99% | -$17.1M | 0.03% | 110 |
|
|
2013
Q4 | $17M | Sell |
154,951
-10,426
| -6% | -$1.16M | 1.79% | 22 |
|
|
2013
Q3 | $18.6M | Sell |
165,377
-117,976
| -42% | -$13.2M | 2.15% | 14 |
|
|
2013
Q2 | $31.7M | Buy |
+283,353
| New | +$33.5M | 3.88% | 4 |
|
Other funds holding TIP
SLI
Destination Wealth Management's TIP Position: Q1 2026 in Review
Destination Wealth Management reduced its iShares TIPS Bond ETF (TIP) stake by 18% in Q1 2026, selling an estimated $56.2K and leaving 2,352 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #274.
Destination Wealth Management first reported a position in TIP in Q2 2013 and has held it in 37 quarters since. The position peaked at $31.7M in Q2 2013. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.
- Destination Wealth Management held 2,352 shares of iShares TIPS Bond ETF worth $260K as of Q1 2026.
- Destination Wealth Management sold 508 iShares TIPS Bond ETF shares in Q1 2026, an estimated $56.2K.
- iShares TIPS Bond ETF made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #274 holding.
- Destination Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 37 quarters since.
- Destination Wealth Management's iShares TIPS Bond ETF position peaked at $31.7M in Q2 2013.
- 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.
Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.