DWM
TIP icon

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

DKM 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 		$264K Hold
2,412
– – 0.17% 51
2026
Q1 		$266K Hold
2,412
– – 0.19% 47
2025
Q4 		$265K Hold
2,412
– – 0.2% 50
2025
Q3 		$268K Hold
2,412
– – 0.22% 47
2025
Q2 		$265K Hold
2,412
– – 0.23% 41
2025
Q1 		$268K Hold
2,412
– – 0.26% 38
2024
Q4 		$257K Buy
+2,412
New +$261K 0.24% 39

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

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

DKM Wealth Management held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 2,412 shares worth $264K. The position accounts for 0.17% of the portfolio, ranked #51.

DKM Wealth Management first reported a position in TIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $268K in Q3 2025. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • DKM Wealth Management held 2,412 shares of iShares TIPS Bond ETF worth $264K as of Q2 2026.
  • DKM Wealth Management left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.17% of DKM Wealth Management's portfolio in Q2 2026, its #51 holding.
  • DKM Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • DKM Wealth Management's iShares TIPS Bond ETF position peaked at $268K in Q3 2025.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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