EWA
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Exencial Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Exencial Wealth Advisors’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
Q1 		$3.43M Buy
31,036
+641
+2% +$70.9K 0.11% 176
2025
Q4 		$3.34M Buy
30,395
+718
+2% +$79.7K 0.11% 173
2025
Q3 		$3.3M Buy
29,677
+450
+2% +$49.7K 0.11% 172
2025
Q2 		$3.22M Buy
29,227
+268
+0.9% +$29.2K 0.11% 168
2025
Q1 		$3.22M Sell
28,959
-938
-3% -$102K 0.12% 173
2024
Q4 		$3.19M Buy
29,897
+619
+2% +$67K 0.12% 170
2024
Q3 		$3.23M Sell
29,278
-180
-0.6% -$19.6K 0.12% 169
2024
Q2 		$3.15M Sell
29,458
-2,990
-9% -$318K 0.12% 170
2024
Q1 		$3.49M Buy
32,448
+919
+3% +$98.2K 0.13% 163
2023
Q4 		$3.39M Buy
31,529
+9,082
+40% +$950K 0.14% 151
2023
Q3 		$2.33M Sell
22,447
-1,395
-6% -$148K 0.11% 164
2023
Q2 		$2.57M Sell
23,842
-453
-2% -$49.3K 0.12% 163
2023
Q1 		$2.68M Sell
24,295
-1,485
-6% -$161K 0.14% 149
2022
Q4 		$2.74M Buy
25,780
+10,057
+64% +$1.07M 0.15% 156
2022
Q3 		$1.65M Sell
15,723
-1,188
-7% -$135K 0.1% 174
2022
Q2 		$1.93M Sell
16,911
-3,078
-15% -$365K 0.11% 173
2022
Q1 		$2.49M Buy
19,989
+1,630
+9% +$205K 0.13% 170
2021
Q4 		$2.37M Buy
+18,359
New +$2.37M 0.11% 178
2021
Q3 		– Sell
-17,085
Closed -$2.19M – 445
2021
Q2 		$2.19M Buy
17,085
+1,659
+11% +$211K 0.12% 175
2021
Q1 		$1.94M Sell
15,426
-1,332
-8% -$169K 0.11% 172
2020
Q4 		$2.14M Sell
16,758
-457
-3% -$57.6K 0.15% 147
2020
Q3 		$2.18M Buy
17,215
+9,268
+117% +$1.16M 0.12% 168
2020
Q2 		$978K Buy
7,947
+4,156
+110% +$505K 0.08% 179
2020
Q1 		$447K Buy
3,791
+19
+0.5% +$2.24K 0.08% 161
2019
Q4 		$440K Buy
3,772
+382
+11% +$44.4K 0.08% 181
2019
Q3 		$394K Buy
3,390
+36
+1% +$4.18K 0.08% 171
2019
Q2 		$387K Hold
3,354
– – 0.09% 159
2019
Q1 		$379K Buy
3,354
+16
+0.5% +$1.77K 0.09% 163
2018
Q4 		$366K Sell
3,338
-909
-21% -$99.2K 0.1% 150
2018
Q3 		$470K Buy
4,247
+19
+0.4% +$2.12K 0.11% 124
2018
Q2 		$477K Buy
4,228
+156
+4% +$17.5K 0.13% 116
2018
Q1 		$460K Buy
4,072
+511
+14% +$57.5K 0.14% 116
2017
Q4 		$406K Buy
3,561
+458
+15% +$52.1K 0.12% 124
2017
Q3 		$352K Buy
3,103
+208
+7% +$23.7K 0.12% 131
2017
Q2 		$328K Buy
2,895
+718
+33% +$82K 0.13% 114
2017
Q1 		$250K Buy
2,177
+371
+21% +$42.3K 0.11% 127
2016
Q4 		$204K Buy
+1,806
New +$206K 0.09% 158

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Exencial Wealth Advisors's TIP Position: Q1 2026 in Review

Exencial Wealth Advisors increased its iShares TIPS Bond ETF (TIP) stake by 2.1% in Q1 2026, buying an estimated $70.9K and bringing the position to 31,036 shares worth $3.43M. The position accounts for 0.11% of the portfolio, ranked #176.

Exencial Wealth Advisors first reported a position in TIP in Q4 2016 and has held it in 37 quarters since. The position peaked at $3.49M in Q1 2024. 1,021 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Exencial Wealth Advisors held 31,036 shares of iShares TIPS Bond ETF worth $3.43M as of Q1 2026.
  • Exencial Wealth Advisors bought 641 iShares TIPS Bond ETF shares in Q1 2026, an estimated $70.9K.
  • iShares TIPS Bond ETF made up 0.11% of Exencial Wealth Advisors's portfolio in Q1 2026, its #176 holding.
  • Exencial Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2016 and has held it in 37 quarters since.
  • Exencial Wealth Advisors's iShares TIPS Bond ETF position peaked at $3.49M in Q1 2024.
  • 1,021 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.