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Forteris Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Forteris Wealth Management’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 		$2.25M Buy
20,581
+890
+5% +$98.4K 1.84% 20
2026
Q1 		$2.17M Buy
19,691
+2,765
+16% +$306K 2.08% 18
2025
Q4 		$1.86M Buy
+16,926
New +$1.88M 1.83% 19

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Forteris Wealth Management's TIP Position: Q2 2026 in Review

Forteris Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 4.5% in Q2 2026, buying an estimated $98.4K and bringing the position to 20,581 shares worth $2.25M. The position accounts for 1.84% of the portfolio, ranked #20.

Forteris Wealth Management first reported a position in TIP in Q4 2025 and has held it in 3 quarters since. 664 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Forteris Wealth Management held 20,581 shares of iShares TIPS Bond ETF worth $2.25M as of Q2 2026.
  • Forteris Wealth Management bought 890 iShares TIPS Bond ETF shares in Q2 2026, an estimated $98.4K.
  • iShares TIPS Bond ETF made up 1.84% of Forteris Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Forteris Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 664 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.