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

High Point 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 		– Sell
-2,000
Closed -$220K – 271
2025
Q4 		$220K Buy
+2,000
New +$222K 0.21% 84

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 $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $105B AUM 38.07% 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 $445B AUM 25.58% 1-Year Est. Return

High Point Wealth Management's TIP Position: Q1 2026 in Review

High Point Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2026, closing a stake of 2,000 shares — an estimated $220K sold.

High Point Wealth Management first reported a position in TIP in Q4 2025 and held it in 1 quarter. The position peaked at $220K in Q4 2025. 1,016 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • High Point Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • High Point Wealth Management sold 2,000 iShares TIPS Bond ETF shares in Q1 2026, an estimated $220K.
  • High Point Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2025 and held it in 1 quarter.
  • High Point Wealth Management's iShares TIPS Bond ETF position peaked at $220K in Q4 2025.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on High Point Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.