GSWM
TIP icon

Golden State Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Golden State Wealth 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 		$46.1K Buy
420
+24
+6% +$2.65K ﹤0.01% 746
2026
Q1 		$43.7K Hold
396
– – ﹤0.01% 717
2025
Q4 		$43.6K Buy
396
+137
+53% +$15.2K ﹤0.01% 721
2025
Q3 		$28.9K Sell
259
-4
-2% -$442 ﹤0.01% 821
2025
Q2 		$29K Buy
263
+26
+11% +$2.84K ﹤0.01% 782
2025
Q1 		$26.3K Buy
237
+177
+295% +$19.2K ﹤0.01% 733
2024
Q4 		$6.39K Buy
+60
New +$6.5K ﹤0.01% 1070
2022
Q1 		– Sell
-2,220
Closed -$287K – 363
2021
Q4 		$287K Buy
+2,220
New +$286K 0.05% 294
2020
Q2 		– Sell
-890
Closed -$105K – 834
2020
Q1 		$105K Sell
890
-149,328
-99% -$17.6M 0.05% 243
2019
Q4 		$17.5M Buy
150,218
+149,386
+17,955% +$17.4M 3.35% 11
2019
Q3 		$97K Buy
832
+12
+1% +$1.39K 0.03% 319
2019
Q2 		$94K Buy
820
+67
+9% +$7.62K 0.03% 341
2019
Q1 		$85K Buy
+753
New +$83.5K 0.03% 346

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 Wealth Management's TIP Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 6.1% in Q2 2026, buying an estimated $2.65K and bringing the position to 420 shares worth $46.1K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Golden State Wealth Management first reported a position in TIP in Q1 2019 and has held it in 13 quarters since. The position peaked at $17.5M in Q4 2019. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Golden State Wealth Management held 420 shares of iShares TIPS Bond ETF worth $46.1K as of Q2 2026.
  • Golden State Wealth Management bought 24 iShares TIPS Bond ETF shares in Q2 2026, an estimated $2.65K.
  • iShares TIPS Bond ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #746 holding.
  • Golden State Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2019 and has held it in 13 quarters since.
  • Golden State Wealth Management's iShares TIPS Bond ETF position peaked at $17.5M in Q4 2019.
  • 1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.