HWA
TIP icon

Heartwood Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Heartwood Wealth Advisors’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 		$20M Buy
183,204
+3,251
+2% +$359K 1.56% 20
2026
Q1 		$19.9M Buy
179,953
+20,622
+13% +$2.28M 1.73% 20
2025
Q4 		$17.5M Buy
159,331
+3,225
+2% +$358K 1.61% 21
2025
Q3 		$17.4M Buy
156,106
+2,896
+2% +$320K 1.62% 21
2025
Q2 		$16.9M Buy
153,210
+782
+0.5% +$85.3K 1.76% 21
2025
Q1 		$16.9M Buy
152,428
+8,050
+6% +$874K 1.93% 17
2024
Q4 		$15.4M Buy
144,378
+256
+0.2% +$27.7K 1.73% 21
2024
Q3 		$15.9M Buy
144,122
+1,486
+1% +$161K 1.76% 22
2024
Q2 		$15.2M Buy
142,636
+2,373
+2% +$252K 1.82% 21
2024
Q1 		$15.1M Buy
140,263
+6,867
+5% +$734K 1.85% 22
2023
Q4 		$14.3M Buy
+133,396
New +$13.9M 1.91% 19

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

Heartwood Wealth Advisors's TIP Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its iShares TIPS Bond ETF (TIP) stake by 1.8% in Q2 2026, buying an estimated $359K and bringing the position to 183,204 shares worth $20M. The position accounts for 1.56% of the portfolio, ranked #20.

Heartwood Wealth Advisors first reported a position in TIP in Q4 2023 and has held it in 11 quarters since. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Heartwood Wealth Advisors held 183,204 shares of iShares TIPS Bond ETF worth $20M as of Q2 2026.
  • Heartwood Wealth Advisors bought 3,251 iShares TIPS Bond ETF shares in Q2 2026, an estimated $359K.
  • iShares TIPS Bond ETF made up 1.56% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Heartwood Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.