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

Dynasty 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 		$55.1M Buy
503,950
+18,785
+4% +$2.08M 0.41% 45
2026
Q1 		$53.5M Buy
485,165
+20,861
+4% +$2.31M 0.47% 44
2025
Q4 		$51M Buy
464,304
+24,199
+5% +$2.68M 0.5% 38
2025
Q3 		$48.9M Buy
440,105
+32,309
+8% +$3.57M 0.65% 32
2025
Q2 		$44.9M Sell
407,796
-4,481
-1% -$489K 0.76% 32
2025
Q1 		$45.8M Buy
412,277
+13,753
+3% +$1.49M 0.76% 33
2024
Q4 		$42.5M Buy
+398,524
New +$43.1M 0.73% 32
2024
Q3 		– Sell
-383,424
Closed -$40.9M – 264
2024
Q2 		$40.9M Buy
+383,424
New +$40.8M 1.21% 22
2018
Q4 		– Sell
-3,508
Closed -$388K – 92
2018
Q3 		$388K Sell
3,508
-425
-11% -$47.5K 0.5% 50
2018
Q2 		$444K Sell
3,933
-207
-5% -$23.2K 0.92% 26
2018
Q1 		$468K Buy
4,140
+165
+4% +$18.6K 0.2% 23
2017
Q4 		$454K Buy
+3,975
New +$452K 0.78% 36

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

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

Dynasty Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 3.9% in Q2 2026, buying an estimated $2.08M and bringing the position to 503,950 shares worth $55.1M. The position accounts for 0.41% of the portfolio, ranked #45.

Dynasty Wealth Management first reported a position in TIP in Q4 2017 and has held it in 12 quarters since. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Dynasty Wealth Management held 503,950 shares of iShares TIPS Bond ETF worth $55.1M as of Q2 2026.
  • Dynasty Wealth Management bought 18,785 iShares TIPS Bond ETF shares in Q2 2026, an estimated $2.08M.
  • iShares TIPS Bond ETF made up 0.41% of Dynasty Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Dynasty Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2017 and has held it in 12 quarters since.
  • 1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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