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 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 $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

International Private Wealth Advisors's TIP Position: Q1 2026 in Review

International Private Wealth Advisors increased its iShares TIPS Bond ETF (TIP) stake by 2.6% in Q1 2026, buying an estimated $10.2K and bringing the position to 3,612 shares worth $399K. The position accounts for 0.24% of the portfolio, ranked #95.

International Private Wealth Advisors first reported a position in TIP in Q4 2023 and has held it in 10 quarters since. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

International Private Wealth Advisors held 3,612 shares of iShares TIPS Bond ETF worth $399K as of Q1 2026.
International Private Wealth Advisors bought 92 iShares TIPS Bond ETF shares in Q1 2026, an estimated $10.2K.
iShares TIPS Bond ETF made up 0.24% of International Private Wealth Advisors's portfolio in Q1 2026, its #95 holding.
International Private Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.