FDW
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Fourth Dimension Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Fourth Dimension 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 		$218K Sell
1,995
-16
-0.8% -$1.77K 0.07% 150
2026
Q1 		$222K Sell
2,011
-400
-17% -$44.3K 0.08% 130
2025
Q4 		$265K Sell
2,411
-28
-1% -$3.11K 0.1% 119
2025
Q3 		$271K Sell
2,439
-218
-8% -$24.1K 0.1% 113
2025
Q2 		$292K Sell
2,657
-777
-23% -$84.7K 0.12% 99
2025
Q1 		$381K Sell
3,434
-6
-0.2% -$652 0.18% 81
2024
Q4 		$367K Buy
+3,440
New +$372K 0.19% 75

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

Fourth Dimension Wealth's TIP Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its iShares TIPS Bond ETF (TIP) stake by 0.8% in Q2 2026, selling an estimated $1.77K and leaving 1,995 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #150.

Fourth Dimension Wealth first reported a position in TIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $381K in Q1 2025. 1,019 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Fourth Dimension Wealth held 1,995 shares of iShares TIPS Bond ETF worth $218K as of Q2 2026.
  • Fourth Dimension Wealth sold 16 iShares TIPS Bond ETF shares in Q2 2026, an estimated $1.77K.
  • iShares TIPS Bond ETF made up 0.07% of Fourth Dimension Wealth's portfolio in Q2 2026, its #150 holding.
  • Fourth Dimension Wealth first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's iShares TIPS Bond ETF position peaked at $381K in Q1 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.