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

EPG 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 		$22.8K Buy
209
+4
+2% +$442 0.01% 258
2026
Q1 		$22.7K Hold
205
– – 0.01% 258
2025
Q4 		$22.6K Buy
205
+2
+1% +$222 0.01% 255
2025
Q3 		$22.6K Buy
203
+2
+1% +$221 0.01% 255
2025
Q2 		$22.1K Buy
201
+3
+2% +$327 0.01% 250
2025
Q1 		$22K Hold
198
– – 0.01% 337
2024
Q4 		$21.1K Buy
198
+1
+0.5% +$108 0.01% 340
2024
Q3 		$21.8K Buy
+197
New +$21.4K 0.01% 340
2024
Q2 		– Sell
-194
Closed -$20.6K – 363
2024
Q1 		$20.8K Hold
194
– – 0.01% 358
2023
Q4 		$20.5K Sell
194
-494
-72% -$51.7K 0.01% 346
2023
Q3 		$71.3K Buy
688
+96
+16% +$10.2K 0.02% 277
2023
Q2 		$63.7K Buy
592
+2
+0.3% +$218 0.02% 283
2023
Q1 		$65.1K Hold
590
– – 0.02% 284
2022
Q4 		$62.8K Sell
590
-66
-10% -$7.05K 0.02% 254
2022
Q3 		$69K Buy
+656
New +$74.3K 0.03% 244
2022
Q2 		– Sell
-581
Closed -$72K – 380
2022
Q1 		$72K Buy
581
+1
+0.2% +$126 0.02% 272
2021
Q4 		$75K Buy
580
+2
+0.3% +$258 0.03% 269
2021
Q3 		$74K Buy
+578
New +$74.5K 0.03% 254
2020
Q2 		– Sell
-571
Closed -$67K – 696
2020
Q1 		$67K Hold
571
– – 0.05% 235
2019
Q4 		$67K Buy
+571
New +$66.4K 0.05% 195

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

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

EPG Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 2% in Q2 2026, buying an estimated $442 and bringing the position to 209 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #258.

EPG Wealth Management first reported a position in TIP in Q4 2019 and has held it in 20 quarters since. The position peaked at $75K in Q4 2021. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • EPG Wealth Management held 209 shares of iShares TIPS Bond ETF worth $22.8K as of Q2 2026.
  • EPG Wealth Management bought 4 iShares TIPS Bond ETF shares in Q2 2026, an estimated $442.
  • iShares TIPS Bond ETF made up 0.01% of EPG Wealth Management's portfolio in Q2 2026, its #258 holding.
  • EPG Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 20 quarters since.
  • EPG Wealth Management's iShares TIPS Bond ETF position peaked at $75K in Q4 2021.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.