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Gerber Kawasaki Wealth & Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$1.42M Sell
12,998
-646
-5% -$71.4K 0.04% 147
2026
Q1 		$1.51M Buy
13,644
+3,725
+38% +$412K 0.05% 137
2025
Q4 		$1.09M Buy
9,919
+3,660
+58% +$406K 0.04% 154
2025
Q3 		$696K Buy
6,259
+3,608
+136% +$399K 0.02% 181
2025
Q2 		$292K Buy
+2,651
New +$289K 0.01% 260
2022
Q4 		– Sell
-2,230
Closed -$233K – 276
2022
Q3 		$233K Sell
2,230
-255
-10% -$28.9K 0.02% 203
2022
Q2 		$283K Buy
2,485
+584
+31% +$69.3K 0.03% 197
2022
Q1 		$236K Buy
+1,901
New +$239K 0.02% 232
2021
Q4 		– Sell
-6
Closed -$6K – 1018
2021
Q3 		$6K Sell
6
-1,635
-100% -$211K ﹤0.01% 742
2021
Q2 		$210K Hold
1,641
– – 0.02% 230
2021
Q1 		$205K Buy
+1,641
New +$208K 0.02% 206
2018
Q2 		– Sell
-1,985
Closed -$224K – 119
2018
Q1 		$224K Buy
+1,985
New +$223K 0.07% 104
2017
Q2 		– Sell
-3,671
Closed -$421K – 131
2017
Q1 		$421K Buy
3,671
+96
+3% +$10.9K 0.18% 80
2016
Q4 		$404K Buy
+3,575
New +$408K 0.21% 70

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's TIP Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its iShares TIPS Bond ETF (TIP) stake by 4.7% in Q2 2026, selling an estimated $71.4K and leaving 12,998 shares worth $1.42M. The position accounts for 0.04% of the portfolio, ranked #147.

Gerber Kawasaki Wealth & Investment Management first reported a position in TIP in Q4 2016 and has held it in 14 quarters since. The position peaked at $1.51M in Q1 2026. 769 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 12,998 shares of iShares TIPS Bond ETF worth $1.42M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 646 iShares TIPS Bond ETF shares in Q2 2026, an estimated $71.4K.
  • iShares TIPS Bond ETF made up 0.04% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #147 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares TIPS Bond ETF in Q4 2016 and has held it in 14 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's iShares TIPS Bond ETF position peaked at $1.51M in Q1 2026.
  • 769 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.