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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fox Hill Wealth Management's TIP Position: Q1 2026 in Review

Fox Hill Wealth Management reduced its iShares TIPS Bond ETF (TIP) stake by 2.5% in Q1 2026, selling an estimated $22.9K and leaving 8,045 shares worth $888K. The position accounts for 0.43% of the portfolio, ranked #63.

Fox Hill Wealth Management first reported a position in TIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.49M in Q4 2023. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Fox Hill Wealth Management held 8,045 shares of iShares TIPS Bond ETF worth $888K as of Q1 2026.
Fox Hill Wealth Management sold 207 iShares TIPS Bond ETF shares in Q1 2026, an estimated $22.9K.
iShares TIPS Bond ETF made up 0.43% of Fox Hill Wealth Management's portfolio in Q1 2026, its #63 holding.
Fox Hill Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 10 quarters since.
Fox Hill Wealth Management's iShares TIPS Bond ETF position peaked at $2.49M in Q4 2023.
1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Fox Hill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.