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

Exit 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 Q2	$1.49M	Buy	13,642 +2,217	+19%	+$245K	0.68%	37
2026 Q1	$1.26M	Buy	11,425 +3,135	+38%	+$347K	0.65%	34
2025 Q4	$911K	Buy	8,290 +1,819	+28%	+$202K	0.54%	41
2025 Q3	$720K	Buy	+6,471	New	+$715K	0.48%	54

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Exit Wealth Advisors's TIP Position: Q2 2026 in Review

Exit Wealth Advisors increased its iShares TIPS Bond ETF (TIP) stake by 19% in Q2 2026, buying an estimated $245K and bringing the position to 13,642 shares worth $1.49M. The position accounts for 0.68% of the portfolio, ranked #37.

Exit Wealth Advisors first reported a position in TIP in Q3 2025 and has held it in 4 quarters since. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Exit Wealth Advisors held 13,642 shares of iShares TIPS Bond ETF worth $1.49M as of Q2 2026.
Exit Wealth Advisors bought 2,217 iShares TIPS Bond ETF shares in Q2 2026, an estimated $245K.
iShares TIPS Bond ETF made up 0.68% of Exit Wealth Advisors's portfolio in Q2 2026, its #37 holding.
Exit Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q3 2025 and has held it in 4 quarters since.
1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.