IFWM
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Institute for Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Institute for 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
Q2 		$194K Buy
+1,774
New +$196K 0.02% 524
2025
Q4 		– Sell
-3,979
Closed -$443K – 586
2025
Q3 		$443K Buy
3,979
+1,973
+98% +$218K 0.05% 349
2025
Q2 		$221K Sell
2,006
-14
-0.7% -$1.53K 0.02% 517
2025
Q1 		$224K Sell
2,020
-632
-24% -$68.7K 0.03% 484
2024
Q4 		$283K Sell
2,652
-38
-1% -$4.11K 0.04% 412
2024
Q3 		$297K Sell
2,690
-23
-0.8% -$2.5K 0.04% 416
2024
Q2 		$290K Sell
2,713
-119
-4% -$12.7K 0.04% 391
2024
Q1 		$304K Buy
2,832
+18
+0.6% +$1.92K 0.04% 386
2023
Q4 		$302K Sell
2,814
-53
-2% -$5.54K 0.05% 368
2023
Q3 		$297K Sell
2,867
-77
-3% -$8.15K 0.05% 350
2023
Q2 		$317K Sell
2,944
-270
-8% -$29.4K 0.05% 356
2023
Q1 		$354K Sell
3,214
-320
-9% -$34.6K 0.07% 317
2022
Q4 		$376K Buy
3,534
+372
+12% +$39.7K 0.08% 313
2022
Q3 		$332K Sell
3,162
-594
-16% -$67.3K 0.07% 317
2022
Q2 		$428K Sell
3,756
-1,219
-25% -$145K 0.08% 308
2022
Q1 		$620K Sell
4,975
-97
-2% -$12.2K 0.1% 245
2021
Q4 		$655K Buy
5,072
+273
+6% +$35.2K 0.11% 234
2021
Q3 		$613K Sell
4,799
-50
-1% -$6.45K 0.11% 232
2021
Q2 		$621K Sell
4,849
-1,357
-22% -$172K 0.11% 227
2021
Q1 		$779K Sell
6,206
-995
-14% -$126K 0.15% 185
2020
Q4 		$919K Sell
7,201
-982
-12% -$124K 0.18% 144
2020
Q3 		$1.03M Sell
8,183
-1,212
-13% -$152K 0.24% 108
2020
Q2 		$1.16M Sell
9,395
-592
-6% -$72K 0.28% 94
2020
Q1 		$1.18M Sell
9,987
-644
-6% -$75.9K 0.36% 70
2019
Q4 		$1.24M Sell
10,631
-1,669
-14% -$194K 0.28% 95
2019
Q3 		$1.43M Sell
12,300
-3,732
-23% -$433K 0.36% 67
2019
Q2 		$1.85M Buy
16,032
+1,885
+13% +$214K 0.41% 55
2019
Q1 		$1.6M Buy
+14,147
New +$1.57M 0.35% 65
2018
Q4 		– Sell
-17,817
Closed -$1.97M – 338
2018
Q3 		$1.97M Sell
17,817
-7,207
-29% -$805K 0.67% 41
2018
Q2 		$2.81M Buy
25,024
+14,502
+138% +$1.63M 0.9% 22
2018
Q1 		$1.18M Sell
10,522
-14,652
-58% -$1.65M 0.35% 99
2017
Q4 		$2.86M Buy
25,174
+17,071
+211% +$1.94M 0.66% 33
2017
Q3 		$920K Sell
8,103
-948
-10% -$108K 0.3% 113
2017
Q2 		$1.03M Buy
+9,051
New +$1.03M 0.28% 107
2013
Q3 		– Sell
-118
Closed -$13K – 112
2013
Q2 		$13K Buy
+118
New +$14K 0.01% 82

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

Institute for Wealth Management's TIP Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 1,774 shares worth $194K. The stake represents 0.02% of the portfolio and ranks #524 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in TIP as recently as Q3 2025.

Institute for Wealth Management first reported a position in TIP in Q2 2013 and has held it in 35 quarters since. The position peaked at $2.86M in Q4 2017. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Institute for Wealth Management held 1,774 shares of iShares TIPS Bond ETF worth $194K as of Q2 2026.
  • iShares TIPS Bond ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares TIPS Bond ETF made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #524 holding.
  • Institute for Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 35 quarters since.
  • Institute for Wealth Management's iShares TIPS Bond ETF position peaked at $2.86M in Q4 2017.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.