FW
TIP icon

Fairway Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Fairway Wealth’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 		$1.88M Buy
17,205
+582
+4% +$64.3K 0.43% 32
2026
Q1 		$1.83M Hold
16,623
– – 0.48% 31
2025
Q4 		$1.83M Buy
16,623
+921
+6% +$102K 0.49% 30
2025
Q3 		$1.75M Buy
15,702
+1,768
+13% +$195K 0.49% 31
2025
Q2 		$1.53M Buy
13,934
+1,212
+10% +$132K 0.49% 32
2025
Q1 		$1.41M Buy
12,722
+2,100
+20% +$228K 0.52% 29
2024
Q4 		$1.13M Buy
10,622
+199
+2% +$21.5K 0.51% 29
2024
Q3 		$1.15M Buy
10,423
+986
+10% +$107K 0.58% 26
2024
Q2 		$1.01M Buy
9,437
+130
+1% +$13.8K 0.59% 27
2024
Q1 		$1,000K Sell
9,307
-7,574
-45% -$809K 0.68% 26
2023
Q4 		$1.81M Buy
+16,881
New +$1.77M 1.39% 20

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

Fairway Wealth's TIP Position: Q2 2026 in Review

Fairway Wealth increased its iShares TIPS Bond ETF (TIP) stake by 3.5% in Q2 2026, buying an estimated $64.3K and bringing the position to 17,205 shares worth $1.88M. The position accounts for 0.43% of the portfolio, ranked #32.

Fairway Wealth first reported a position in TIP in Q4 2023 and has held it in 11 quarters since. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Fairway Wealth held 17,205 shares of iShares TIPS Bond ETF worth $1.88M as of Q2 2026.
  • Fairway Wealth bought 582 iShares TIPS Bond ETF shares in Q2 2026, an estimated $64.3K.
  • iShares TIPS Bond ETF made up 0.43% of Fairway Wealth's portfolio in Q2 2026, its #32 holding.
  • Fairway Wealth first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Fairway Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.