Integrated Wealth Concepts’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.4M | Buy |
12,667
+3,841
| +44% | +$425K | 0.01% | 930 |
|
|
2025
Q4 | $970K | Sell |
8,826
-3,278
| -27% | -$364K | 0.01% | 784 |
|
|
2025
Q3 | $1.35M | Sell |
12,104
-532
| -4% | -$58.8K | 0.01% | 842 |
|
|
2025
Q2 | $1.39M | Sell |
12,636
-317
| -2% | -$34.6K | 0.01% | 764 |
|
|
2025
Q1 | $1.44M | Sell |
12,953
-1,550
| -11% | -$168K | 0.02% | 673 |
|
|
2024
Q4 | $1.55M | Sell |
14,503
-1,938
| -12% | -$210K | 0.02% | 649 |
|
|
2024
Q3 | $1.82M | Sell |
16,441
-4,701
| -22% | -$511K | 0.02% | 575 |
|
|
2024
Q2 | $2.26M | Sell |
21,142
-3,235
| -13% | -$344K | 0.03% | 480 |
|
|
2024
Q1 | $2.62M | Sell |
24,377
-33,722
| -58% | -$3.6M | 0.04% | 426 |
|
|
2023
Q4 | $6.25M | Buy |
58,099
+11,156
| +24% | +$1.17M | 0.1% | 209 |
|
|
2023
Q3 | $4.87M | Sell |
46,943
-2,809
| -6% | -$297K | 0.09% | 233 |
|
|
2023
Q2 | $5.35M | Buy |
49,752
+1,447
| +3% | +$158K | 0.09% | 222 |
|
|
2023
Q1 | $5.33M | Buy |
48,305
+11,001
| +29% | +$1.19M | 0.11% | 189 |
|
|
2022
Q4 | $3.97M | Sell |
37,304
-17,906
| -32% | -$1.91M | 0.11% | 189 |
|
|
2022
Q3 | $5.79M | Sell |
55,210
-307,529
| -85% | -$34.8M | 0.19% | 115 |
|
|
2022
Q2 | $41.3M | Sell |
362,739
-374,047
| -51% | -$44.4M | 1.29% | 13 |
|
|
2022
Q1 | $91.8M | Buy |
736,786
+507,207
| +221% | +$63.8M | 2.81% | 3 |
|
|
2021
Q4 | $29.7M | Buy |
229,579
+8,724
| +4% | +$1.12M | 0.88% | 27 |
|
|
2021
Q3 | $28.2M | Buy |
220,855
+142,702
| +183% | +$18.4M | 0.92% | 25 |
|
|
2021
Q2 | $10M | Buy |
78,153
+11,219
| +17% | +$1.43M | 0.35% | 59 |
|
|
2021
Q1 | $8.4M | Buy |
66,934
+4,318
| +7% | +$547K | 0.34% | 63 |
|
|
2020
Q4 | $7.99M | Buy |
62,616
+21,129
| +51% | +$2.67M | 0.38% | 63 |
|
|
2020
Q3 | $5.25M | Buy |
41,487
+12,327
| +42% | +$1.55M | 0.32% | 65 |
|
|
2020
Q2 | $3.59M | Buy |
29,160
+189
| +0.7% | +$23K | 0.26% | 74 |
|
|
2020
Q1 | $3.42M | Buy |
28,971
+5,240
| +22% | +$617K | 0.32% | 65 |
|
|
2019
Q4 | $2.77M | Sell |
23,731
-792
| -3% | -$92.1K | 0.23% | 79 |
|
|
2019
Q3 | $2.85M | Sell |
24,523
-9,761
| -28% | -$1.13M | 0.32% | 64 |
|
|
2019
Q2 | $3.81M | Buy |
34,284
+3,559
| +12% | +$405K | 0.5% | 52 |
|
|
2019
Q1 | $3.47M | Buy |
30,725
+1,812
| +6% | +$201K | 0.59% | 41 |
|
|
2018
Q4 | $3.17M | Sell |
28,913
-598
| -2% | -$65.3K | 0.86% | 33 |
|
|
2018
Q3 | $3.25M | Sell |
29,511
-1,529
| -5% | -$171K | 0.98% | 25 |
|
|
2018
Q2 | $3.49M | Buy |
31,040
+24,708
| +390% | +$2.77M | 1.19% | 16 |
|
|
2018
Q1 | $715K | Buy |
6,332
+435
| +7% | +$49K | 0.29% | 79 |
|
|
2017
Q4 | $671K | Buy |
+5,897
| New | +$671K | 0.29% | 73 |
|
Other funds holding TIP
SLI
Integrated Wealth Concepts's TIP Position: Q1 2026 in Review
Integrated Wealth Concepts increased its iShares TIPS Bond ETF (TIP) stake by 44% in Q1 2026, buying an estimated $425K and bringing the position to 12,667 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #930.
Integrated Wealth Concepts first reported a position in TIP in Q4 2017 and has held it in 34 quarters since. The position peaked at $91.8M in Q1 2022. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.
- Integrated Wealth Concepts held 12,667 shares of iShares TIPS Bond ETF worth $1.4M as of Q1 2026.
- Integrated Wealth Concepts bought 3,841 iShares TIPS Bond ETF shares in Q1 2026, an estimated $425K.
- iShares TIPS Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #930 holding.
- Integrated Wealth Concepts first reported a position in iShares TIPS Bond ETF in Q4 2017 and has held it in 34 quarters since.
- Integrated Wealth Concepts's iShares TIPS Bond ETF position peaked at $91.8M in Q1 2022.
- 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.
Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.