Focus Partners Wealth
TIP icon

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

Focus Partners 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 		$12M Buy
110,001
+6,683
+6% +$739K 0.01% 654
2026
Q1 		$11.4M Buy
103,318
+4,274
+4% +$473K 0.01% 683
2025
Q4 		$10.9M Buy
99,044
+3,811
+4% +$423K 0.01% 671
2025
Q3 		$10.6M Sell
95,233
-2,099
-2% -$232K 0.02% 545
2025
Q2 		$10.7M Buy
97,332
+369
+0.4% +$40.2K 0.02% 480
2025
Q1 		$10.8M Sell
96,963
-4,287
-4% -$466K 0.03% 461
2024
Q4 		$10.8M Buy
101,250
+52,631
+108% +$5.7M 0.03% 452
2024
Q3 		$5.37M Sell
48,619
-113,675
-70% -$12.4M 0.02% 545
2024
Q2 		$17.3M Buy
162,294
+82,471
+103% +$8.77M 0.06% 271
2024
Q1 		$8.57M Buy
79,823
+74,402
+1,372% +$7.95M 0.07% 238
2023
Q4 		$583K Buy
+5,421
New +$567K 0.01% 548

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

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

Focus Partners Wealth increased its iShares TIPS Bond ETF (TIP) stake by 6.5% in Q2 2026, buying an estimated $739K and bringing the position to 110,001 shares worth $12M. The position accounts for 0.01% of the portfolio, ranked #654.

Focus Partners Wealth first reported a position in TIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.3M in Q2 2024. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Focus Partners Wealth held 110,001 shares of iShares TIPS Bond ETF worth $12M as of Q2 2026.
  • Focus Partners Wealth bought 6,683 iShares TIPS Bond ETF shares in Q2 2026, an estimated $739K.
  • iShares TIPS Bond ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #654 holding.
  • Focus Partners Wealth first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's iShares TIPS Bond ETF position peaked at $17.3M in Q2 2024.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.