FAS Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History

FAS Wealth Partners’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	$4.98K	Buy	45 +38	+543%	+$4.21K	﹤0.01%	485
2025 Q4	$780	Hold	7	–	–	﹤0.01%	505
2025 Q3	$781	Hold	7	–	–	﹤0.01%	459
2025 Q2	$765	Hold	7	–	–	﹤0.01%	442
2025 Q1	$762	Hold	7	–	–	﹤0.01%	420
2024 Q4	$731	Hold	7	–	–	﹤0.01%	425
2024 Q3	$754	Hold	7	–	–	﹤0.01%	433
2024 Q2	$724	Hold	7	–	–	﹤0.01%	429
2024 Q1	$718	Hold	7	–	–	﹤0.01%	438
2023 Q4	$719	Hold	7	–	–	﹤0.01%	428
2023 Q3	$688	Hold	7	–	–	﹤0.01%	408
2023 Q2	$707	Hold	7	–	–	﹤0.01%	395
2023 Q1	$717	Hold	7	–	–	﹤0.01%	417
2022 Q4	$692	Buy	7 +2	+40%	+$214	﹤0.01%	414
2022 Q3	$1K	Sell	5 -110	-96%	-$12.5K	﹤0.01%	397
2022 Q2	$13K	Buy	115 +26	+29%	+$3.08K	﹤0.01%	371
2022 Q1	$11K	Hold	89	–	–	﹤0.01%	373
2021 Q4	$11K	Buy	89 +1	+1%	+$129	﹤0.01%	385
2021 Q3	$11K	Buy	88 +2	+2%	+$258	﹤0.01%	380
2021 Q2	$11K	Buy	86 +1	+1%	+$127	﹤0.01%	360
2021 Q1	$11K	Hold	85	–	–	﹤0.01%	335
2020 Q4	$11K	Buy	85 +80	+1,600%	+$10.1K	﹤0.01%	324
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	320
2020 Q2	$1K	Hold	5	–	–	﹤0.01%	309
2020 Q1	$1K	Hold	5	–	–	﹤0.01%	295
2019 Q4	$1K	Buy	+5	New	+$581	﹤0.01%	290

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FAS Wealth Partners's TIP Position: Q1 2026 in Review

FAS Wealth Partners increased its iShares TIPS Bond ETF (TIP) stake by 543% in Q1 2026, buying an estimated $4.21K and bringing the position to 45 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

FAS Wealth Partners first reported a position in TIP in Q4 2019 and has held it in 26 quarters since. The position peaked at $13K in Q2 2022. 1,013 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

FAS Wealth Partners held 45 shares of iShares TIPS Bond ETF worth $4.98K as of Q1 2026.
FAS Wealth Partners bought 38 iShares TIPS Bond ETF shares in Q1 2026, an estimated $4.21K.
iShares TIPS Bond ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q1 2026, its #485 holding.
FAS Wealth Partners first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 26 quarters since.
FAS Wealth Partners's iShares TIPS Bond ETF position peaked at $13K in Q2 2022.
1,013 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.