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High Note Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

High Note Wealth’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 		$1.86K Hold
17
– – ﹤0.01% 835
2026
Q1 		$1.88K Buy
+17
New +$1.88K ﹤0.01% 805
2025
Q2 		– Sell
-63
Closed -$7K – 981
2025
Q1 		$7K Hold
63
– – ﹤0.01% 341
2024
Q4 		$6.71K Buy
+63
New +$6.82K ﹤0.01% 357

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

High Note Wealth's TIP Position: Q2 2026 in Review

High Note Wealth held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 17 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

High Note Wealth first reported a position in TIP in Q4 2024 and has held it in 4 quarters since. The position peaked at $7K in Q1 2025. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • High Note Wealth held 17 shares of iShares TIPS Bond ETF worth $1.86K as of Q2 2026.
  • High Note Wealth left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #835 holding.
  • High Note Wealth first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • High Note Wealth's iShares TIPS Bond ETF position peaked at $7K in Q1 2025.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.