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Glassman Wealth Services’s iShares TIPS Bond ETF TIP Stock Holding History

Glassman Wealth Services’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 		$15K Hold
137
– – ﹤0.01% 186
2026
Q1 		$15.1K Hold
137
– – ﹤0.01% 147
2025
Q4 		$15.1K Hold
137
– – ﹤0.01% 155
2025
Q3 		$15.2K Hold
137
– – ﹤0.01% 142
2025
Q2 		$15.1K Hold
137
– – ﹤0.01% 137
2025
Q1 		$15.2K Hold
137
– – ﹤0.01% 139
2024
Q4 		$14.6K Hold
137
– – ﹤0.01% 134
2024
Q3 		$15.1K Hold
137
– – ﹤0.01% 135
2024
Q2 		$14.6K Hold
137
– – ﹤0.01% 142
2024
Q1 		$14.7K Hold
137
– – ﹤0.01% 147
2023
Q4 		$14.7K Hold
137
– – ﹤0.01% 777
2023
Q3 		$14.2K Hold
137
– – ﹤0.01% 755
2023
Q2 		$14.7K Hold
137
– – ﹤0.01% 700
2023
Q1 		$15.1K Hold
137
– – ﹤0.01% 701
2022
Q4 		$14.6K Buy
+137
New +$14.6K ﹤0.01% 737
2022
Q1 		– Sell
-51
Closed -$7K – 1943
2021
Q4 		$7K Buy
+51
New +$6.58K ﹤0.01% 908
2019
Q2 		– Sell
-221
Closed -$25K – 1359
2019
Q1 		$25K Buy
+221
New +$24.5K 0.01% 326
2018
Q3 		– Sell
-57
Closed -$6K – 960
2018
Q2 		$6K Hold
57
– – ﹤0.01% 425
2018
Q1 		$6K Buy
57
+1
+2% +$113 ﹤0.01% 407
2017
Q4 		$6K Sell
56
-1
-2% -$114 ﹤0.01% 380
2017
Q3 		$6K Hold
57
– – ﹤0.01% 343
2017
Q2 		$6K Buy
+57
New +$6.51K ﹤0.01% 347
2017
Q1 		– Sell
-2,023
Closed -$229K – 688
2016
Q4 		$229K Buy
2,023
+1,969
+3,646% +$225K 0.16% 67
2016
Q3 		$6K Buy
+54
New +$6.27K 0.01% 352

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

Glassman Wealth Services's TIP Position: Q2 2026 in Review

Glassman Wealth Services held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 137 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #186.

Glassman Wealth Services first reported a position in TIP in Q3 2016 and has held it in 24 quarters since. The position peaked at $229K in Q4 2016. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Glassman Wealth Services held 137 shares of iShares TIPS Bond ETF worth $15K as of Q2 2026.
  • Glassman Wealth Services left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #186 holding.
  • Glassman Wealth Services first reported a position in iShares TIPS Bond ETF in Q3 2016 and has held it in 24 quarters since.
  • Glassman Wealth Services's iShares TIPS Bond ETF position peaked at $229K in Q4 2016.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.