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

HB 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 		$222K Sell
2,029
-1,448
-42% -$160K ﹤0.01% 1544
2026
Q1 		$384K Buy
3,477
+22
+0.6% +$2.44K ﹤0.01% 1096
2025
Q4 		$380K Sell
3,455
-79
-2% -$8.76K ﹤0.01% 1023
2025
Q3 		$393K Sell
3,534
-136
-4% -$15K ﹤0.01% 957
2025
Q2 		$404K Hold
3,670
– – ﹤0.01% 822
2025
Q1 		$408K Sell
3,670
-570
-13% -$61.9K ﹤0.01% 838
2024
Q4 		$452K Sell
4,240
-886
-17% -$95.9K ﹤0.01% 652
2024
Q3 		$566K Buy
5,126
+558
+12% +$60.6K 0.01% 550
2024
Q2 		$488K Sell
4,568
-4
-0.1% -$425 0.01% 550
2024
Q1 		$491K Sell
4,572
-151
-3% -$16.1K 0.01% 508
2023
Q4 		$508K Sell
4,723
-355
-7% -$37.1K 0.01% 456
2023
Q3 		$527K Sell
5,078
-2,147
-30% -$227K 0.01% 416
2023
Q2 		$778K Sell
7,225
-292
-4% -$31.8K 0.01% 331
2023
Q1 		$829K Sell
7,517
-426
-5% -$46.1K 0.01% 313
2022
Q4 		$845K Sell
7,943
-9,188
-54% -$981K 0.02% 307
2022
Q3 		$1.8M Buy
17,131
+5,493
+47% +$622K 0.04% 189
2022
Q2 		$1.33M Buy
11,638
+2,195
+23% +$260K 0.03% 218
2022
Q1 		$1.18M Buy
9,443
+210
+2% +$26.4K 0.02% 252
2021
Q4 		$1.19M Buy
+9,233
New +$1.19M 0.02% 222

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

HB Wealth Management's TIP Position: Q2 2026 in Review

HB Wealth Management reduced its iShares TIPS Bond ETF (TIP) stake by 42% in Q2 2026, selling an estimated $160K and leaving 2,029 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

HB Wealth Management first reported a position in TIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.8M in Q3 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • HB Wealth Management held 2,029 shares of iShares TIPS Bond ETF worth $222K as of Q2 2026.
  • HB Wealth Management sold 1,448 iShares TIPS Bond ETF shares in Q2 2026, an estimated $160K.
  • iShares TIPS Bond ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1544 holding.
  • HB Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's iShares TIPS Bond ETF position peaked at $1.8M in Q3 2022.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.