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

Financial Network 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 Q1	$177K	Sell	1,606 -2	-0.1%	-$221	0.18%	104
2025 Q4	$177K	Buy	1,608 +106	+7%	+$11.8K	0.18%	99
2025 Q3	$167K	Sell	1,502 -892	-37%	-$98.5K	0.18%	103
2025 Q2	$263K	Sell	2,394 -6,827	-74%	-$745K	0.32%	65
2025 Q1	$1.02M	Buy	9,221 +6,728	+270%	+$731K	1.35%	12
2024 Q4	$266K	Sell	2,493 -5,858	-70%	-$634K	0.49%	40
2024 Q3	$923K	Buy	8,351 +2,870	+52%	+$312K	0.76%	27
2024 Q2	$585K	Buy	5,481 +927	+20%	+$98.6K	0.44%	52
2024 Q1	$489K	Sell	4,554 -196	-4%	-$20.9K	0.49%	58
2023 Q4	$511K	Buy	+4,750	New	+$497K	0.54%	47

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

Financial Network Wealth Advisors's TIP Position: Q1 2026 in Review

Financial Network Wealth Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 0.12% in Q1 2026, selling an estimated $221 and leaving 1,606 shares worth $177K. The position accounts for 0.18% of the portfolio, ranked #104.

Financial Network Wealth Advisors first reported a position in TIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.02M in Q1 2025. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Financial Network Wealth Advisors held 1,606 shares of iShares TIPS Bond ETF worth $177K as of Q1 2026.
Financial Network Wealth Advisors sold 2 iShares TIPS Bond ETF shares in Q1 2026, an estimated $221.
iShares TIPS Bond ETF made up 0.18% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #104 holding.
Financial Network Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 10 quarters since.
Financial Network Wealth Advisors's iShares TIPS Bond ETF position peaked at $1.02M in Q1 2025.
1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.