Garrett Wealth Advisory Group’s iShares TIPS Bond ETF TIP Stock Holding History

Garrett Wealth Advisory Group’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	–	Sell	-2,409	Closed	-$265K	–	142
2025 Q4	$265K	Sell	2,409 -1	-0%	-$111	0.05%	96
2025 Q3	$268K	Hold	2,410	–	–	0.05%	96
2025 Q2	$265K	Sell	2,410 -539	-18%	-$58.8K	0.06%	93
2025 Q1	$328K	Sell	2,949 -240	-8%	-$26.1K	0.07%	79
2024 Q4	$340K	Sell	3,189 -331	-9%	-$35.8K	0.08%	73
2024 Q3	$389K	Buy	3,520 +369	+12%	+$40.1K	0.1%	64
2024 Q2	$336K	Buy	+3,151	New	+$335K	0.12%	65
2019 Q4	–	Sell	-285	Closed	-$33.1K	–	581
2019 Q3	$33.1K	Buy	+285	New	+$33.1K	0.02%	162

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Garrett Wealth Advisory Group's TIP Position: Q1 2026 in Review

Garrett Wealth Advisory Group sold out of iShares TIPS Bond ETF (TIP) in Q1 2026, closing a stake of 2,409 shares — an estimated $265K sold.

Garrett Wealth Advisory Group first reported a position in TIP in Q3 2019 and held it in 8 quarters. The position peaked at $389K in Q3 2024. 1,021 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Garrett Wealth Advisory Group reported no remaining iShares TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
Garrett Wealth Advisory Group sold 2,409 iShares TIPS Bond ETF shares in Q1 2026, an estimated $265K.
Garrett Wealth Advisory Group first reported a position in iShares TIPS Bond ETF in Q3 2019 and held it in 8 quarters.
Garrett Wealth Advisory Group's iShares TIPS Bond ETF position peaked at $389K in Q3 2024.
1,021 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q1 2026, filed 27 Apr 2026.