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Golden State Equity Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Golden State Equity 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
Q1 		$1.33M Buy
12,009
+9,830
+451% +$1.09M 0.1% 233
2025
Q4 		$240K Sell
2,179
-4,082
-65% -$453K 0.04% 442
2025
Q3 		$696K Buy
6,261
+498
+9% +$55K 0.12% 206
2025
Q2 		$634K Buy
5,763
+194
+3% +$21.2K 0.12% 213
2025
Q1 		$619K Buy
+5,569
New +$605K 0.12% 206
2024
Q4 		– Sell
-55
Closed -$6.08K – 833
2024
Q3 		$6.08K Buy
+55
New +$5.98K ﹤0.01% 634
2022
Q1 		– Sell
-6,252
Closed -$808K – 219
2021
Q4 		$808K Buy
6,252
+2,018
+48% +$260K 0.41% 60
2021
Q3 		$541K Sell
4,234
-20
-0.5% -$2.58K 0.22% 109
2021
Q2 		$545K Buy
4,254
+657
+18% +$83.5K 0.21% 117
2021
Q1 		$451K Sell
3,597
-20
-0.6% -$2.53K 0.26% 96
2020
Q4 		$461K Buy
+3,617
New +$456K 0.32% 86

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Golden State Equity Partners's TIP Position: Q1 2026 in Review

Golden State Equity Partners increased its iShares TIPS Bond ETF (TIP) stake by 451% in Q1 2026, buying an estimated $1.09M and bringing the position to 12,009 shares worth $1.33M. The position accounts for 0.1% of the portfolio, ranked #233.

Golden State Equity Partners first reported a position in TIP in Q4 2020 and has held it in 11 quarters since. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Golden State Equity Partners held 12,009 shares of iShares TIPS Bond ETF worth $1.33M as of Q1 2026.
  • Golden State Equity Partners bought 9,830 iShares TIPS Bond ETF shares in Q1 2026, an estimated $1.09M.
  • iShares TIPS Bond ETF made up 0.1% of Golden State Equity Partners's portfolio in Q1 2026, its #233 holding.
  • Golden State Equity Partners first reported a position in iShares TIPS Bond ETF in Q4 2020 and has held it in 11 quarters since.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.