DWM
TIP icon

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

Dogwood 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 		– Hold
0
– – – 846
2026
Q1 		– Hold
0
– – – 850
2025
Q4 		– Sell
-555
Closed -$61.6K – 733
2025
Q3 		$61.8K Sell
555
-1
-0.2% -$110 0.03% 115
2025
Q2 		$60.7K Hold
556
– – 0.03% 114
2025
Q1 		$61.7K Hold
556
– – 0.03% 110
2024
Q4 		$59.2K Buy
556
+1
+0.2% +$108 0.03% 114
2024
Q3 		$61.4K Buy
555
+3
+0.5% +$326 0.04% 108
2024
Q2 		$59K Sell
552
-1,489
-73% -$158K 0.04% 108
2024
Q1 		$219K Sell
2,041
-657
-24% -$70.2K 0.15% 74
2023
Q4 		$290K Buy
+2,698
New +$282K 0.23% 61

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 22.9% 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

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

Dogwood Wealth Management held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 0 shares worth $35. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Dogwood Wealth Management first reported a position in TIP in Q4 2023 and has held it in 8 quarters since. The position peaked at $290K in Q4 2023. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Dogwood Wealth Management held 0 shares of iShares TIPS Bond ETF worth $35 as of Q2 2026.
  • Dogwood Wealth Management left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #846 holding.
  • Dogwood Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 8 quarters since.
  • Dogwood Wealth Management's iShares TIPS Bond ETF position peaked at $290K in Q4 2023.
  • 1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.