GWP
TIP icon

Gateway Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Gateway Wealth Partners’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 Sell
9,888
-965
-9% -$107K 0.06% 288
2026
Q1 		$1.2M Buy
+10,853
New +$1.2M 0.05% 341
2023
Q4 		– Sell
-2,028
Closed -$210K – 276
2023
Q3 		$210K Buy
+2,028
New +$215K 0.04% 244

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

Gateway Wealth Partners's TIP Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares TIPS Bond ETF (TIP) stake by 8.9% in Q2 2026, selling an estimated $107K and leaving 9,888 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #288.

Gateway Wealth Partners first reported a position in TIP in Q3 2023 and has held it in 3 quarters since. The position peaked at $1.2M in Q1 2026. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Gateway Wealth Partners held 9,888 shares of iShares TIPS Bond ETF worth $1.08M as of Q2 2026.
  • Gateway Wealth Partners sold 965 iShares TIPS Bond ETF shares in Q2 2026, an estimated $107K.
  • iShares TIPS Bond ETF made up 0.06% of Gateway Wealth Partners's portfolio in Q2 2026, its #288 holding.
  • Gateway Wealth Partners first reported a position in iShares TIPS Bond ETF in Q3 2023 and has held it in 3 quarters since.
  • Gateway Wealth Partners's iShares TIPS Bond ETF position peaked at $1.2M in Q1 2026.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.