International Private Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

International Private Wealth Advisors’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	$652K	Buy	5,954 +2,342	+65%	+$259K	0.34%	64
2026 Q1	$399K	Buy	3,612 +92	+3%	+$10.2K	0.24%	95
2025 Q4	$387K	Buy	3,520 +190	+6%	+$21.1K	0.24%	89
2025 Q3	$370K	Hold	3,330	–	–	0.23%	98
2025 Q2	$366K	Hold	3,330	–	–	0.31%	93
2025 Q1	$370K	Hold	3,330	–	–	0.35%	79
2024 Q4	$355K	Hold	3,330	–	–	0.35%	79
2024 Q3	$368K	Hold	3,330	–	–	0.54%	54
2024 Q2	$356K	Hold	3,330	–	–	0.6%	48
2024 Q1	$358K	Sell	3,330 -122	-4%	-$13K	0.69%	47
2023 Q4	$371K	Buy	+3,452	New	+$361K	0.37%	48

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 22.9% 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

International Private Wealth Advisors's TIP Position: Q2 2026 in Review

International Private Wealth Advisors increased its iShares TIPS Bond ETF (TIP) stake by 65% in Q2 2026, buying an estimated $259K and bringing the position to 5,954 shares worth $652K. The position accounts for 0.34% of the portfolio, ranked #64.

International Private Wealth Advisors first reported a position in TIP in Q4 2023 and has held it in 11 quarters since. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

International Private Wealth Advisors held 5,954 shares of iShares TIPS Bond ETF worth $652K as of Q2 2026.
International Private Wealth Advisors bought 2,342 iShares TIPS Bond ETF shares in Q2 2026, an estimated $259K.
iShares TIPS Bond ETF made up 0.34% of International Private Wealth Advisors's portfolio in Q2 2026, its #64 holding.
International Private Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.