Impact Partnership Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Impact Partnership 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	$5.67M	Sell	51,813 -25,720	-33%	-$2.84M	0.55%	26
2026 Q1	$8.56M	Buy	77,533 +21,192	+38%	+$2.35M	1.06%	19
2025 Q4	$6.19M	Buy	56,341 +17,186	+44%	+$1.91M	0.79%	23
2025 Q3	$4.35M	Buy	39,155 +4,834	+14%	+$534K	0.65%	22
2025 Q2	$3.78M	Buy	34,321 +3,518	+11%	+$384K	0.7%	25
2025 Q1	$3.42M	Buy	30,803 +1,216	+4%	+$132K	0.73%	23
2024 Q4	$3.15M	Sell	29,587 -7,212	-20%	-$781K	0.64%	24
2024 Q3	$4.07M	Buy	36,799 +7,813	+27%	+$849K	0.92%	21
2024 Q2	$3.1M	Buy	28,986 +15,577	+116%	+$1.66M	0.81%	20
2024 Q1	$1.44M	Sell	13,409 -7,253	-35%	-$775K	0.57%	23
2023 Q4	$2.22M	Buy	20,662 +4,487	+28%	+$469K	0.81%	20
2023 Q3	$1.68M	Buy	16,175 +6,064	+60%	+$642K	0.52%	25
2023 Q2	$1.09M	Buy	+10,111	New	+$1.1M	0.38%	21

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Impact Partnership Wealth's TIP Position: Q2 2026 in Review

Impact Partnership Wealth reduced its iShares TIPS Bond ETF (TIP) stake by 33% in Q2 2026, selling an estimated $2.84M and leaving 51,813 shares worth $5.67M. The position accounts for 0.55% of the portfolio, ranked #26.

Impact Partnership Wealth first reported a position in TIP in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.56M in Q1 2026. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Impact Partnership Wealth held 51,813 shares of iShares TIPS Bond ETF worth $5.67M as of Q2 2026.
Impact Partnership Wealth sold 25,720 iShares TIPS Bond ETF shares in Q2 2026, an estimated $2.84M.
iShares TIPS Bond ETF made up 0.55% of Impact Partnership Wealth's portfolio in Q2 2026, its #26 holding.
Impact Partnership Wealth first reported a position in iShares TIPS Bond ETF in Q2 2023 and has held it in 13 quarters since.
Impact Partnership Wealth's iShares TIPS Bond ETF position peaked at $8.56M in Q1 2026.
1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.