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Destination Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Destination Wealth Management’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 		– Sell
-2,352
Closed -$260K – 355
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

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

Destination Wealth Management's TIP Position: Q2 2026 in Review

Destination Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 2,352 shares — an estimated $260K sold.

Destination Wealth Management first reported a position in TIP in Q2 2013 and held it in 37 quarters. The position peaked at $31.7M in Q2 2013. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Destination Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Destination Wealth Management sold 2,352 iShares TIPS Bond ETF shares in Q2 2026, an estimated $260K.
  • Destination Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 37 quarters.
  • Destination Wealth Management's iShares TIPS Bond ETF position peaked at $31.7M in Q2 2013.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.