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GeoWealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

GeoWealth 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 		$1.06M Sell
9,729
-1,301
-12% -$144K 0.03% 311
2026
Q1 		$1.22M Buy
11,030
+2,092
+23% +$232K 0.04% 239
2025
Q4 		$982K Buy
8,938
+1,886
+27% +$209K 0.04% 277
2025
Q3 		$784K Sell
7,052
-98
-1% -$10.8K 0.03% 356
2025
Q2 		$787K Buy
7,150
+67
+0.9% +$7.31K 0.03% 305
2025
Q1 		$787K Sell
7,083
-143
-2% -$15.5K 0.03% 324
2024
Q4 		$770K Buy
7,226
+6,811
+1,641% +$737K 0.03% 364
2024
Q3 		$45.9K Sell
415
-10,234
-96% -$1.11M ﹤0.01% 1098
2024
Q2 		$1.14M Buy
10,649
+9,123
+598% +$970K 0.05% 242
2024
Q1 		$164K Buy
1,526
+1,187
+350% +$127K 0.01% 720
2023
Q4 		$36K Sell
339
-7,483
-96% -$782K ﹤0.01% 637
2023
Q3 		$812K Buy
7,822
+7,786
+21,628% +$824K 0.09% 157
2023
Q2 		$4K Buy
+36
New +$3.92K ﹤0.01% 416
2023
Q1 		– Sell
-302
Closed -$32.7K – 443
2022
Q4 		$32K Sell
302
-692
-70% -$73.9K ﹤0.01% 297
2022
Q3 		$104K Sell
994
-37
-4% -$4.19K 0.01% 270
2022
Q2 		$117K Buy
1,031
+130
+14% +$15.4K 0.02% 265
2022
Q1 		$110K Sell
901
-220
-20% -$27.7K 0.01% 319
2021
Q4 		$144K Sell
1,121
-635
-36% -$81.9K 0.01% 285
2021
Q3 		$224K Sell
1,756
-3,242
-65% -$418K 0.02% 280
2021
Q2 		$641K Sell
4,998
-1,649
-25% -$209K 0.08% 129
2021
Q1 		$833K Sell
6,647
-13,519
-67% -$1.71M 0.13% 90
2020
Q4 		$2.58M Sell
20,166
-599
-3% -$75.6K 0.41% 66
2020
Q3 		$2.63M Buy
20,765
+10,763
+108% +$1.35M 0.79% 43
2020
Q2 		$1.23M Buy
10,002
+6,392
+177% +$777K 0.51% 59
2020
Q1 		$426K Buy
3,610
+257
+8% +$30.3K 0.3% 58
2019
Q4 		$391K Buy
+3,353
New +$390K 0.21% 63

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

GeoWealth Management's TIP Position: Q2 2026 in Review

GeoWealth Management reduced its iShares TIPS Bond ETF (TIP) stake by 12% in Q2 2026, selling an estimated $144K and leaving 9,729 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #311.

GeoWealth Management first reported a position in TIP in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.63M in Q3 2020. 1,022 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • GeoWealth Management held 9,729 shares of iShares TIPS Bond ETF worth $1.06M as of Q2 2026.
  • GeoWealth Management sold 1,301 iShares TIPS Bond ETF shares in Q2 2026, an estimated $144K.
  • iShares TIPS Bond ETF made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #311 holding.
  • GeoWealth Management first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • GeoWealth Management's iShares TIPS Bond ETF position peaked at $2.63M in Q3 2020.
  • 1,022 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.