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

Fox Hill 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 		$1.08M Buy
9,865
+1,820
+23% +$201K 0.43% 59
2026
Q1 		$888K Sell
8,045
-207
-3% -$22.9K 0.43% 63
2025
Q4 		$907K Sell
8,252
-541
-6% -$60K 0.42% 58
2025
Q3 		$978K Sell
8,793
-665
-7% -$73.5K 0.46% 56
2025
Q2 		$1.04M Sell
9,458
-134
-1% -$14.6K 0.53% 51
2025
Q1 		$1.07M Sell
9,592
-90
-0.9% -$9.78K 0.63% 50
2024
Q4 		$1.03M Sell
9,682
-8,972
-48% -$971K 0.58% 50
2024
Q3 		$2.06M Sell
18,654
-122
-0.6% -$13.3K 1.14% 29
2024
Q2 		$2M Sell
18,776
-202
-1% -$21.5K 1.23% 24
2024
Q1 		$2.04M Sell
18,978
-4,208
-18% -$450K 1.37% 21
2023
Q4 		$2.49M Buy
+23,186
New +$2.42M 1.91% 10

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

Fox Hill Wealth Management's TIP Position: Q2 2026 in Review

Fox Hill Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 23% in Q2 2026, buying an estimated $201K and bringing the position to 9,865 shares worth $1.08M. The position accounts for 0.43% of the portfolio, ranked #59.

Fox Hill Wealth Management first reported a position in TIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.49M in Q4 2023. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Fox Hill Wealth Management held 9,865 shares of iShares TIPS Bond ETF worth $1.08M as of Q2 2026.
  • Fox Hill Wealth Management bought 1,820 iShares TIPS Bond ETF shares in Q2 2026, an estimated $201K.
  • iShares TIPS Bond ETF made up 0.43% of Fox Hill Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Fox Hill Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Fox Hill Wealth Management's iShares TIPS Bond ETF position peaked at $2.49M in Q4 2023.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Fox Hill Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.