HIW
TIP icon

Holos Integrated Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Holos Integrated 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 		$28.2K Hold
261
– – 0.01% 188
2026
Q1 		$28.9K Hold
261
– – 0.01% 185
2025
Q4 		$28.7K Hold
261
– – 0.02% 143
2025
Q3 		$29.1K Hold
261
– – 0.02% 140
2025
Q2 		$28.8K Hold
261
– – 0.02% 140
2025
Q1 		$29K Hold
261
– – 0.02% 136
2024
Q4 		$27.8K Buy
+261
New +$28.3K 0.02% 136

Other funds holding TIP

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Holos Integrated Wealth's TIP Position: Q2 2026 in Review

Holos Integrated Wealth held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 261 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #188.

Holos Integrated Wealth first reported a position in TIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.1K in Q3 2025. 313 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Holos Integrated Wealth held 261 shares of iShares TIPS Bond ETF worth $28.2K as of Q2 2026.
  • Holos Integrated Wealth left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #188 holding.
  • Holos Integrated Wealth first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's iShares TIPS Bond ETF position peaked at $29.1K in Q3 2025.
  • 313 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.