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

Diversify 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	$707K	Sell	6,584 -611	-8%	-$67.5K	0.01%	761
2026 Q1	$801K	Buy	7,195 +2,411	+50%	+$267K	0.01%	664
2025 Q4	$528K	Sell	4,784 -19	-0.4%	-$2.11K	0.02%	427
2025 Q3	$533K	Sell	4,803 -560	-10%	-$61.9K	0.03%	367
2025 Q2	$591K	Sell	5,363 -5,267	-50%	-$574K	0.04%	346
2025 Q1	$1.17M	Buy	10,630 +3,449	+48%	+$375K	0.09%	221
2024 Q4	$763K	Buy	7,181 +1,700	+31%	+$184K	0.06%	262
2024 Q3	$594K	Sell	5,481 -1,546	-22%	-$168K	0.06%	283
2024 Q2	$766K	Buy	+7,027	New	+$747K	0.1%	199

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Diversify Wealth Management reduced its iShares TIPS Bond ETF (TIP) stake by 8.5% in Q2 2026, selling an estimated $67.5K and leaving 6,584 shares worth $707K. The position accounts for 0.01% of the portfolio, ranked #761.

Diversify Wealth Management first reported a position in TIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.17M in Q1 2025. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Diversify Wealth Management held 6,584 shares of iShares TIPS Bond ETF worth $707K as of Q2 2026.
Diversify Wealth Management sold 611 iShares TIPS Bond ETF shares in Q2 2026, an estimated $67.5K.
iShares TIPS Bond ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #761 holding.
Diversify Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's iShares TIPS Bond ETF position peaked at $1.17M in Q1 2025.
1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.