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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
Q2 		– Sell
-12,009
Closed -$1.33M – 1608
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 – 839
2024
Q3 		$6.08K Buy
+55
New +$5.98K ﹤0.01% 749
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 $1.55T 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

Golden State Equity Partners's TIP Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 12,009 shares — an estimated $1.33M sold.

Golden State Equity Partners first reported a position in TIP in Q4 2020 and held it in 11 quarters. The position peaked at $1.33M in Q1 2026. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 12,009 iShares TIPS Bond ETF shares in Q2 2026, an estimated $1.33M.
  • Golden State Equity Partners first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 11 quarters.
  • Golden State Equity Partners's iShares TIPS Bond ETF position peaked at $1.33M in Q1 2026.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.