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

Horizons 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 		$6.26M Buy
56,764
+366
+0.6% +$40.5K 4.11% 7
2025
Q4 		$6.2M Buy
56,398
+444
+0.8% +$49.3K 4.06% 7
2025
Q3 		$6.22M Buy
55,954
+1,498
+3% +$165K 4.24% 6
2025
Q2 		$5.99M Sell
54,456
-861
-2% -$93.9K 4.27% 6
2025
Q1 		$6.15M Buy
55,317
+1,644
+3% +$179K 4.57% 6
2024
Q4 		$5.72M Buy
53,673
+1,801
+3% +$195K 4.36% 6
2024
Q3 		$5.73M Buy
51,872
+139
+0.3% +$15.1K 4.4% 6
2024
Q2 		$5.55M Sell
51,733
-12,789
-20% -$1.36M 4.39% 6
2024
Q1 		$6.94M Hold
64,522
– – 4.54% 6
2023
Q4 		$6.94M Buy
64,522
+3,628
+6% +$379K 4.54% 6
2023
Q3 		$6.32M Buy
60,894
+2,616
+4% +$277K 4.61% 7
2023
Q2 		$6.27M Buy
58,278
+924
+2% +$101K 4.45% 7
2023
Q1 		$6.32M Buy
57,354
+3,571
+7% +$386K 4.64% 7
2022
Q4 		$5.73M Sell
53,783
-166
-0.3% -$17.7K 4.58% 7
2022
Q3 		$5.66M Buy
53,949
+329
+0.6% +$37.3K 5.21% 7
2022
Q2 		$6.2M Buy
+53,620
New +$6.36M 5.07% 7

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 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 $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Horizons Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 0.65% in Q1 2026, buying an estimated $40.5K and bringing the position to 56,764 shares worth $6.26M. The position accounts for 4.11% of the portfolio, ranked #7.

Horizons Wealth Management first reported a position in TIP in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.94M in Q1 2024. 1,021 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Horizons Wealth Management held 56,764 shares of iShares TIPS Bond ETF worth $6.26M as of Q1 2026.
  • Horizons Wealth Management bought 366 iShares TIPS Bond ETF shares in Q1 2026, an estimated $40.5K.
  • iShares TIPS Bond ETF made up 4.11% of Horizons Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Horizons Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Horizons Wealth Management's iShares TIPS Bond ETF position peaked at $6.94M in Q1 2024.
  • 1,021 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.