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
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 $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Focus Partners Wealth increased its iShares TIPS Bond ETF (TIP) stake by 4.3% in Q1 2026, buying an estimated $473K and bringing the position to 103,318 shares worth $11.4M. The position accounts for 0.01% of the portfolio, ranked #683.

Focus Partners Wealth first reported a position in TIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $17.3M in Q2 2024. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Focus Partners Wealth held 103,318 shares of iShares TIPS Bond ETF worth $11.4M as of Q1 2026.
  • Focus Partners Wealth bought 4,274 iShares TIPS Bond ETF shares in Q1 2026, an estimated $473K.
  • iShares TIPS Bond ETF made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #683 holding.
  • Focus Partners Wealth first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's iShares TIPS Bond ETF position peaked at $17.3M in Q2 2024.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.