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

Gen-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	$74.4K	Buy	680 +50	+8%	+$5.53K	0.02%	360
2026 Q1	$69.5K	Buy	630 +29	+5%	+$3.21K	0.02%	365
2025 Q4	$66.1K	Buy	601 +45	+8%	+$4.99K	0.02%	364
2025 Q3	$61.8K	Buy	556 +36	+7%	+$3.98K	0.02%	365
2025 Q2	$57.2K	Buy	520 +38	+8%	+$4.14K	0.02%	328
2025 Q1	$53.5K	Buy	482 +22	+5%	+$2.39K	0.02%	331
2024 Q4	$49K	Buy	460 +11	+2%	+$1.19K	0.02%	368
2024 Q3	$48.7K	Sell	449 -2,675	-86%	-$291K	0.02%	379
2024 Q2	$334K	Sell	3,124 -1,682	-35%	-$179K	0.16%	150
2024 Q1	$516K	Buy	+4,806	New	+$514K	0.26%	92

Other funds holding TIP

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

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

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

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

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

Gen-Wealth Partners's TIP Position: Q2 2026 in Review

Gen-Wealth Partners increased its iShares TIPS Bond ETF (TIP) stake by 7.9% in Q2 2026, buying an estimated $5.53K and bringing the position to 680 shares worth $74.4K. The position accounts for 0.02% of the portfolio, ranked #360.

Gen-Wealth Partners first reported a position in TIP in Q1 2024 and has held it in 10 quarters since. The position peaked at $516K in Q1 2024. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Gen-Wealth Partners held 680 shares of iShares TIPS Bond ETF worth $74.4K as of Q2 2026.
Gen-Wealth Partners bought 50 iShares TIPS Bond ETF shares in Q2 2026, an estimated $5.53K.
iShares TIPS Bond ETF made up 0.02% of Gen-Wealth Partners's portfolio in Q2 2026, its #360 holding.
Gen-Wealth Partners first reported a position in iShares TIPS Bond ETF in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's iShares TIPS Bond ETF position peaked at $516K in Q1 2024.
1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.