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Global Wealth Strategies & Associates’s iShares TIPS Bond ETF TIP Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-235
Closed -$25.9K – 431
2026
Q1 		$25.9K Buy
235
+226
+2,511% +$25K 0.01% 233
2025
Q4 		$989 Hold
9
– – ﹤0.01% 479
2025
Q3 		$1K Hold
9
– – ﹤0.01% 428
2025
Q2 		$990 Hold
9
– – ﹤0.01% 333
2025
Q1 		$1K Hold
9
– – ﹤0.01% 421
2024
Q4 		$959 Hold
9
– – ﹤0.01% 351
2024
Q3 		$994 Hold
9
– – ﹤0.01% 323
2024
Q2 		$961 Hold
9
– – ﹤0.01% 292
2024
Q1 		$967 Sell
9
-5
-36% -$534 ﹤0.01% 309
2023
Q4 		$1.5K Sell
14
-6
-30% -$627 ﹤0.01% 264
2023
Q3 		$2.07K Hold
20
– – ﹤0.01% 265
2023
Q2 		$2.15K Hold
20
– – ﹤0.01% 251
2023
Q1 		$2.21K Sell
20
-32,750
-100% -$3.54M ﹤0.01% 258
2022
Q4 		$3.49M Buy
+32,770
New +$3.5M 2.02% 18

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 22.9% 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

Global Wealth Strategies & Associates's TIP Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 235 shares — an estimated $25.9K sold.

Global Wealth Strategies & Associates first reported a position in TIP in Q4 2022 and held it in 14 quarters. The position peaked at $3.49M in Q4 2022. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 235 iShares TIPS Bond ETF shares in Q2 2026, an estimated $25.9K.
  • Global Wealth Strategies & Associates first reported a position in iShares TIPS Bond ETF in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's iShares TIPS Bond ETF position peaked at $3.49M in Q4 2022.
  • 1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.