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

Destiny 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 		– Sell
-43
Closed -$4.75K – 999
2026
Q1 		$4.75K Buy
+43
New +$4.76K ﹤0.01% 987
2023
Q1 		– Sell
-118
Closed -$12.6K – 598
2022
Q4 		$12.6K Buy
+118
New +$12.6K ﹤0.01% 450
2021
Q2 		– Sell
-3,765
Closed -$473K – 472
2021
Q1 		$473K Buy
3,765
+75
+2% +$9.49K 0.1% 105
2020
Q4 		$471K Buy
+3,690
New +$465K 0.1% 108

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

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

Destiny Wealth Partners sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 43 shares — an estimated $4.75K sold.

Destiny Wealth Partners first reported a position in TIP in Q4 2020 and held it in 4 quarters. The position peaked at $473K in Q1 2021. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Destiny Wealth Partners reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 43 iShares TIPS Bond ETF shares in Q2 2026, an estimated $4.75K.
  • Destiny Wealth Partners first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 4 quarters.
  • Destiny Wealth Partners's iShares TIPS Bond ETF position peaked at $473K in Q1 2021.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.