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

Empirical 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 		$759K Buy
6,932
+1,009
+17% +$112K 0.01% 489
2026
Q1 		$654K Sell
5,923
-62
-1% -$6.86K 0.01% 475
2025
Q4 		$658K Sell
5,985
-45
-0.7% -$4.99K 0.01% 430
2025
Q3 		$671K Sell
6,030
-842
-12% -$93K 0.01% 398
2025
Q2 		$756K Sell
6,872
-28
-0.4% -$3.05K 0.02% 343
2025
Q1 		$766K Sell
6,900
-52
-0.7% -$5.65K 0.02% 335
2024
Q4 		$741K Sell
6,952
-716
-9% -$77.5K 0.02% 315
2024
Q3 		$847K Buy
7,668
+375
+5% +$40.7K 0.02% 293
2024
Q2 		$779K Sell
7,293
-741
-9% -$78.8K 0.02% 283
2024
Q1 		$863K Sell
8,034
-110
-1% -$11.8K 0.03% 272
2023
Q4 		$875K Sell
8,144
-1,105
-12% -$116K 0.03% 253
2023
Q3 		$959K Sell
9,249
-1,095
-11% -$116K 0.04% 231
2023
Q2 		$1.11M Sell
10,344
-108
-1% -$11.8K 0.04% 213
2023
Q1 		$1.15M Sell
10,452
-3,296
-24% -$357K 0.05% 195
2022
Q4 		$1.46M Sell
13,748
-2,005
-13% -$214K 0.07% 162
2022
Q3 		$1.65M Buy
15,753
+731
+5% +$82.8K 0.09% 143
2022
Q2 		$1.71M Sell
15,022
-1,383
-8% -$164K 0.09% 148
2022
Q1 		$2.04M Sell
16,405
-506
-3% -$63.6K 0.1% 133
2021
Q4 		$2.19M Buy
16,911
+322
+2% +$41.5K 0.11% 123
2021
Q3 		$2.12M Sell
16,589
-729
-4% -$94K 0.12% 114
2021
Q2 		$2.22M Buy
17,318
+2,166
+14% +$275K 0.13% 105
2021
Q1 		$1.9M Sell
15,152
-3,405
-18% -$431K 0.15% 101
2020
Q4 		$2.37M Buy
18,557
+377
+2% +$47.6K 0.18% 78
2020
Q3 		$2.3M Sell
18,180
-589
-3% -$74K 0.2% 72
2020
Q2 		$2.31M Sell
18,769
-975
-5% -$119K 0.22% 68
2020
Q1 		$2.33M Sell
19,744
-923
-4% -$109K 0.25% 60
2019
Q4 		$2.41M Sell
20,667
-859
-4% -$99.9K 0.26% 57
2019
Q3 		$2.5M Sell
21,526
-265
-1% -$30.8K 0.3% 51
2019
Q2 		$2.52M Sell
21,791
-370
-2% -$42.1K 0.33% 45
2019
Q1 		$2.51M Sell
22,161
-1,323
-6% -$147K 0.36% 39
2018
Q4 		$2.57M Buy
23,484
+433
+2% +$47.3K 0.44% 33
2018
Q3 		$2.55M Buy
23,051
+985
+4% +$110K 0.45% 26
2018
Q2 		$2.49M Sell
22,066
-4,214
-16% -$473K 0.47% 27
2018
Q1 		$2.97M Sell
26,280
-1,485
-5% -$167K 0.59% 24
2017
Q4 		$3.17M Buy
27,765
+52
+0.2% +$5.91K 0.68% 23
2017
Q3 		$3.15M Sell
27,713
-994
-3% -$113K 0.73% 19
2017
Q2 		$3.26M Sell
28,707
-3,318
-10% -$379K 0.79% 17
2017
Q1 		$3.67M Sell
32,025
-5,583
-15% -$636K 0.92% 16
2016
Q4 		$4.26M Sell
37,608
-884
-2% -$101K 1.04% 15
2016
Q3 		$4.48M Sell
38,492
-251
-0.6% -$29.1K 1.17% 12
2016
Q2 		$4.52M Sell
38,743
-1,419
-4% -$163K 1.19% 12
2016
Q1 		$4.6M Sell
40,162
-8,507
-17% -$950K 1.11% 12
2015
Q4 		$5.34M Sell
48,669
-6,324
-11% -$699K 1.3% 12
2015
Q3 		$6.09M Sell
54,993
-6,766
-11% -$755K 1.44% 12
2015
Q2 		$6.92M Sell
61,759
-2,423
-4% -$274K 1.61% 12
2015
Q1 		$7.29M Sell
64,182
-4,638
-7% -$526K 1.75% 12
2014
Q4 		$7.71M Sell
68,820
-5,973
-8% -$674K 1.88% 13
2014
Q3 		$8.38M Sell
74,793
-4,306
-5% -$492K 2.03% 13
2014
Q2 		$9.13M Buy
79,099
+1,301
+2% +$148K 2.26% 11
2014
Q1 		$8.72M Buy
77,798
+48
+0.1% +$5.37K 2.3% 11
2013
Q4 		$8.54M Sell
77,750
-7,302
-9% -$815K 2.42% 11
2013
Q3 		$9.57M Sell
85,052
-5,694
-6% -$635K 2.99% 9
2013
Q2 		$10.2M Buy
+90,746
New +$10.7M 3.39% 9

Other funds holding TIP

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Empirical Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 17% in Q2 2026, buying an estimated $112K and bringing the position to 6,932 shares worth $759K. The position accounts for 0.01% of the portfolio, ranked #489.

Empirical Wealth Management first reported a position in TIP in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.2M in Q2 2013. 416 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Empirical Wealth Management held 6,932 shares of iShares TIPS Bond ETF worth $759K as of Q2 2026.
  • Empirical Wealth Management bought 1,009 iShares TIPS Bond ETF shares in Q2 2026, an estimated $112K.
  • iShares TIPS Bond ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #489 holding.
  • Empirical Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • Empirical Wealth Management's iShares TIPS Bond ETF position peaked at $10.2M in Q2 2013.
  • 416 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.