Financial Architects (Georgia)’s iShares TIPS Bond ETF TIP Stock Holding History

Financial Architects (Georgia)’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	–	Sell	-5,450	Closed	-$599K	–	29
2025 Q4	$599K	Buy	+5,450	New	+$605K	0.32%	17
2025 Q2	–	Sell	-4,985	Closed	-$554K	–	28
2025 Q1	$554K	Sell	4,985 -210	-4%	-$22.8K	0.35%	16
2024 Q4	$554K	Sell	5,195 -1,340	-21%	-$145K	0.35%	18
2024 Q3	$722K	Buy	6,535 +250	+4%	+$27.2K	0.47%	15
2024 Q2	$671K	Buy	6,285 +4,030	+179%	+$428K	0.46%	15
2024 Q1	$242K	Buy	+2,255	New	+$241K	0.17%	23

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 $424B AUM 22.94% 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 $105B AUM 38.07% 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

Financial Architects (Georgia)'s TIP Position: Q1 2026 in Review

Financial Architects (Georgia) sold out of iShares TIPS Bond ETF (TIP) in Q1 2026, closing a stake of 5,450 shares — an estimated $599K sold.

Financial Architects (Georgia) first reported a position in TIP in Q1 2024 and held it in 6 quarters. The position peaked at $722K in Q3 2024. 1,014 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Financial Architects (Georgia) reported no remaining iShares TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
Financial Architects (Georgia) sold 5,450 iShares TIPS Bond ETF shares in Q1 2026, an estimated $599K.
Financial Architects (Georgia) first reported a position in iShares TIPS Bond ETF in Q1 2024 and held it in 6 quarters.
Financial Architects (Georgia)'s iShares TIPS Bond ETF position peaked at $722K in Q3 2024.
1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Financial Architects (Georgia)'s 13F filing for Q1 2026, filed 21 Apr 2026.