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

HighMark 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	-1	Closed	-$112	–	598
2025 Q4	$112	Hold	1	–	–	﹤0.01%	572
2025 Q3	$112	Hold	1	–	–	﹤0.01%	594
2025 Q2	$110	Buy	+1	New	+$109	﹤0.01%	603
2023 Q1	–	Sell	-6	Closed	-$593	–	614
2022 Q4	$593	Hold	6	–	–	﹤0.01%	496
2022 Q3	$1K	Buy	6 +1	+20%	+$113	﹤0.01%	498
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	493
2022 Q1	$1K	Sell	5 -65,465	-100%	-$8.23M	﹤0.01%	494
2021 Q4	$8.46M	Buy	65,470 +2,515	+4%	+$324K	5.36%	5
2021 Q3	$8.04M	Buy	62,955 +2,592	+4%	+$334K	5.92%	4
2021 Q2	$7.72M	Buy	60,363 +7,604	+14%	+$966K	5.68%	4
2021 Q1	$6.62M	Buy	52,759 +3,491	+7%	+$442K	5.28%	4
2020 Q4	$6.27M	Buy	49,268 +1,898	+4%	+$239K	5.39%	4
2020 Q3	$5.99M	Buy	+47,370	New	+$5.95M	5.4%	5

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

HighMark Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2026, closing a stake of 1 share — an estimated $112 sold.

HighMark Wealth Management first reported a position in TIP in Q3 2020 and held it in 13 quarters. The position peaked at $8.46M in Q4 2021. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

HighMark Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
HighMark Wealth Management sold 1 iShares TIPS Bond ETF share in Q1 2026, an estimated $112.
HighMark Wealth Management first reported a position in iShares TIPS Bond ETF in Q3 2020 and held it in 13 quarters.
HighMark Wealth Management's iShares TIPS Bond ETF position peaked at $8.46M in Q4 2021.
1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.