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

Insight 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 		$4.91M Sell
44,849
-15,783
-26% -$1.74M 0.66% 14
2026
Q1 		$6.69M Buy
60,632
+3,407
+6% +$377K 0.94% 8
2025
Q4 		$6.29M Buy
57,225
+2,782
+5% +$309K 0.86% 10
2025
Q3 		$6.06M Buy
54,443
+7,804
+17% +$862K 1.84% 9
2025
Q2 		$5.13M Buy
46,639
+430
+0.9% +$46.9K 1.99% 7
2025
Q1 		$5.13M Buy
46,209
+78
+0.2% +$8.47K 0.85% 7
2024
Q4 		$4.92M Buy
46,131
+3,386
+8% +$367K 0.67% 9
2024
Q3 		$4.72M Buy
42,745
+1,510
+4% +$164K 0.93% 12
2024
Q2 		$4.4M Sell
41,235
-1,718
-4% -$183K 0.76% 10
2024
Q1 		$4.61M Buy
42,953
+7,290
+20% +$779K 0.79% 9
2023
Q4 		$3.83M Sell
35,663
-2,817
-7% -$295K 0.66% 9
2023
Q3 		$3.99M Sell
38,480
-1,471
-4% -$156K 0.77% 8
2023
Q2 		$4.3M Sell
39,951
-11,486
-22% -$1.25M 1% 8
2023
Q1 		$5.67M Sell
51,437
-694
-1% -$75.1K 1.27% 7
2022
Q4 		$5.55M Buy
52,131
+486
+0.9% +$51.9K 4.15% 6
2022
Q3 		$5.42M Buy
51,645
+2,658
+5% +$301K 5.11% 3
2022
Q2 		$5.58M Sell
48,987
-131
-0.3% -$15.5K 4.19% 7
2022
Q1 		$6.12M Sell
49,118
-74,989
-60% -$9.43M 3.4% 7
2021
Q4 		$16M Buy
124,107
+13,310
+12% +$1.72M 3% 3
2021
Q3 		$14.1M Buy
110,797
+17,247
+18% +$2.22M 7.58% 3
2021
Q2 		$12M Sell
93,550
-1,484
-2% -$189K 6.38% 5
2021
Q1 		$11.9M Buy
+95,034
New +$12M 5.87% 3

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

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

Insight Wealth Partners reduced its iShares TIPS Bond ETF (TIP) stake by 26% in Q2 2026, selling an estimated $1.74M and leaving 44,849 shares worth $4.91M. The position accounts for 0.66% of the portfolio, ranked #14.

Insight Wealth Partners first reported a position in TIP in Q1 2021 and has held it in 22 quarters since. The position peaked at $16M in Q4 2021. 1,019 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Insight Wealth Partners held 44,849 shares of iShares TIPS Bond ETF worth $4.91M as of Q2 2026.
  • Insight Wealth Partners sold 15,783 iShares TIPS Bond ETF shares in Q2 2026, an estimated $1.74M.
  • iShares TIPS Bond ETF made up 0.66% of Insight Wealth Partners's portfolio in Q2 2026, its #14 holding.
  • Insight Wealth Partners first reported a position in iShares TIPS Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Insight Wealth Partners's iShares TIPS Bond ETF position peaked at $16M in Q4 2021.
  • 1,019 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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