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IAG Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History

IAG Wealth Partners’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 		$10.9K Hold
100
– – ﹤0.01% 373
2026
Q1 		$11K Buy
100
+17
+20% +$1.88K ﹤0.01% 370
2025
Q4 		$9.12K Sell
83
-74
-47% -$8.21K ﹤0.01% 365
2025
Q3 		$17.5K Buy
157
+74
+89% +$8.18K ﹤0.01% 319
2025
Q2 		$9.13K Hold
83
– – ﹤0.01% 350
2025
Q1 		$9.22K Buy
83
+2
+2% +$217 ﹤0.01% 346
2024
Q4 		$8.63K Hold
81
– – ﹤0.01% 365
2024
Q3 		$8.95K Hold
81
– – ﹤0.01% 357
2024
Q2 		$8.65K Sell
81
-61
-43% -$6.49K ﹤0.01% 343
2024
Q1 		$15.3K Buy
142
+64
+82% +$6.84K ﹤0.01% 266
2023
Q4 		$8.38K Hold
78
– – ﹤0.01% 325
2023
Q3 		$8.09K Hold
78
– – ﹤0.01% 326
2023
Q2 		$8.39K Hold
78
– – ﹤0.01% 331
2023
Q1 		$8.6K Hold
78
– – ﹤0.01% 328
2022
Q4 		$8.3K Hold
78
– – ﹤0.01% 309
2022
Q3 		$8K Hold
78
– – ﹤0.01% 294
2022
Q2 		$9K Sell
78
-490
-86% -$58.1K ﹤0.01% 289
2022
Q1 		$71K Buy
568
+2
+0.4% +$252 0.02% 113
2021
Q4 		$73K Buy
566
+470
+490% +$60.6K 0.02% 109
2021
Q3 		$13K Buy
96
+20
+26% +$2.58K ﹤0.01% 243
2021
Q2 		$10K Hold
76
– – ﹤0.01% 269
2021
Q1 		$10K Buy
76
+4
+6% +$506 ﹤0.01% 269
2020
Q4 		$10K Hold
72
– – ﹤0.01% 239
2020
Q3 		$10K Hold
72
– – ﹤0.01% 226
2020
Q2 		$9K Hold
72
– – ﹤0.01% 240
2020
Q1 		$9K Hold
72
– – 0.01% 223
2019
Q4 		$9K Buy
+72
New +$8.37K 0.01% 276

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

IAG Wealth Partners's TIP Position: Q2 2026 in Review

IAG Wealth Partners held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 100 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

IAG Wealth Partners first reported a position in TIP in Q4 2019 and has held it in 27 quarters since. The position peaked at $73K in Q4 2021. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • IAG Wealth Partners held 100 shares of iShares TIPS Bond ETF worth $10.9K as of Q2 2026.
  • IAG Wealth Partners left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #373 holding.
  • IAG Wealth Partners first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • IAG Wealth Partners's iShares TIPS Bond ETF position peaked at $73K in Q4 2021.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.