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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Insight Wealth Partners's TIP Position: Q1 2026 in Review

Insight Wealth Partners increased its iShares TIPS Bond ETF (TIP) stake by 6% in Q1 2026, buying an estimated $377K and bringing the position to 60,632 shares worth $6.69M. The position accounts for 0.94% of the portfolio, ranked #8.

Insight Wealth Partners first reported a position in TIP in Q1 2021 and has held it in 21 quarters since. The position peaked at $16M in Q4 2021. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Insight Wealth Partners held 60,632 shares of iShares TIPS Bond ETF worth $6.69M as of Q1 2026.
  • Insight Wealth Partners bought 3,407 iShares TIPS Bond ETF shares in Q1 2026, an estimated $377K.
  • iShares TIPS Bond ETF made up 0.94% of Insight Wealth Partners's portfolio in Q1 2026, its #8 holding.
  • Insight Wealth Partners first reported a position in iShares TIPS Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Insight Wealth Partners's iShares TIPS Bond ETF position peaked at $16M in Q4 2021.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.