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

GSB 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
Q1 		$262K Sell
2,370
-49
-2% -$5.42K 0.06% 197
2025
Q4 		$266K Sell
2,419
-120
-5% -$13.3K 0.06% 189
2025
Q3 		$282K Sell
2,539
-1,075
-30% -$119K 0.06% 192
2025
Q2 		$397K Sell
3,614
-54
-1% -$5.89K 0.1% 158
2025
Q1 		$407K Sell
3,668
-90
-2% -$9.78K 0.11% 149
2024
Q4 		$400K Buy
3,758
+3,682
+4,845% +$399K 0.1% 152
2024
Q3 		$8.44K Buy
+76
New +$8.26K ﹤0.01% 226
2023
Q3 		– Sell
-64
Closed -$6.9K – 212
2023
Q2 		$6.9K Sell
64
-2,739
-98% -$298K ﹤0.01% 210
2023
Q1 		$298K Buy
+2,803
New +$303K 0.1% 165
2022
Q1 		– Sell
-1,620
Closed -$209K – 227
2021
Q4 		$209K Buy
+1,620
New +$209K 0.06% 222
2021
Q3 		– Sell
-5,591
Closed -$716K – 209
2021
Q2 		$716K Buy
5,591
+38
+0.7% +$4.83K 0.22% 133
2021
Q1 		$697K Buy
5,553
+2,834
+104% +$359K 0.23% 121
2020
Q4 		$347K Buy
2,719
+19
+0.7% +$2.4K 1.56% 23
2020
Q3 		$342K Buy
+2,700
New +$339K 1.56% 25

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

GSB Wealth Management's TIP Position: Q1 2026 in Review

GSB Wealth Management reduced its iShares TIPS Bond ETF (TIP) stake by 2% in Q1 2026, selling an estimated $5.42K and leaving 2,370 shares worth $262K. The position accounts for 0.06% of the portfolio, ranked #197.

GSB Wealth Management first reported a position in TIP in Q3 2020 and has held it in 14 quarters since. The position peaked at $716K in Q2 2021. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • GSB Wealth Management held 2,370 shares of iShares TIPS Bond ETF worth $262K as of Q1 2026.
  • GSB Wealth Management sold 49 iShares TIPS Bond ETF shares in Q1 2026, an estimated $5.42K.
  • iShares TIPS Bond ETF made up 0.06% of GSB Wealth Management's portfolio in Q1 2026, its #197 holding.
  • GSB Wealth Management first reported a position in iShares TIPS Bond ETF in Q3 2020 and has held it in 14 quarters since.
  • GSB Wealth Management's iShares TIPS Bond ETF position peaked at $716K in Q2 2021.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.