FWP
TIP icon

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
Q2 		$2.98K Sell
27
-18
-40% -$1.99K ﹤0.01% 509
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
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

FAS Wealth Partners's TIP Position: Q2 2026 in Review

FAS Wealth Partners reduced its iShares TIPS Bond ETF (TIP) stake by 40% in Q2 2026, selling an estimated $1.99K and leaving 27 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

FAS Wealth Partners first reported a position in TIP in Q4 2019 and has held it in 27 quarters since. The position peaked at $13K in Q2 2022. 1,022 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • FAS Wealth Partners held 27 shares of iShares TIPS Bond ETF worth $2.98K as of Q2 2026.
  • FAS Wealth Partners sold 18 iShares TIPS Bond ETF shares in Q2 2026, an estimated $1.99K.
  • iShares TIPS Bond ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q2 2026, its #509 holding.
  • FAS Wealth Partners first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • FAS Wealth Partners's iShares TIPS Bond ETF position peaked at $13K in Q2 2022.
  • 1,022 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.