IPW
TIP icon

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

Invictus Private Wealth’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 		$2.48M Buy
22,647
+3,958
+21% +$438K 0.13% 32
2026
Q1 		$2.06M Buy
18,689
+531
+3% +$58.8K 0.13% 31
2025
Q4 		$2M Sell
18,158
-213
-1% -$23.6K 0.12% 29
2025
Q3 		$2.04M Buy
18,371
+1,771
+11% +$196K 0.13% 34
2025
Q2 		$1.83M Buy
16,600
+5,102
+44% +$556K 0.13% 32
2025
Q1 		$1.28M Sell
11,498
-173
-1% -$18.8K 0.1% 34
2024
Q4 		$1.24M Buy
11,671
+123
+1% +$13.3K 0.09% 35
2024
Q3 		$1.28M Buy
11,548
+603
+6% +$65.5K 0.1% 35
2024
Q2 		$1.17M Buy
10,945
+1,710
+19% +$182K 0.1% 36
2024
Q1 		$992K Sell
9,235
-11,119
-55% -$1.19M 0.09% 36
2023
Q4 		$2.19M Sell
20,354
-3,751
-16% -$392K 0.21% 31
2023
Q3 		$2.5M Buy
24,105
+992
+4% +$105K 0.27% 30
2023
Q2 		$2.49M Sell
23,113
-4,539
-16% -$494K 0.27% 30
2023
Q1 		$3.05M Sell
27,652
-8,158
-23% -$883K 0.36% 31
2022
Q4 		$3.81M Buy
+35,810
New +$3.82M 0.49% 24

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

Invictus Private Wealth's TIP Position: Q2 2026 in Review

Invictus Private Wealth increased its iShares TIPS Bond ETF (TIP) stake by 21% in Q2 2026, buying an estimated $438K and bringing the position to 22,647 shares worth $2.48M. The position accounts for 0.13% of the portfolio, ranked #32.

Invictus Private Wealth first reported a position in TIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.81M in Q4 2022. 1,020 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Invictus Private Wealth held 22,647 shares of iShares TIPS Bond ETF worth $2.48M as of Q2 2026.
  • Invictus Private Wealth bought 3,958 iShares TIPS Bond ETF shares in Q2 2026, an estimated $438K.
  • iShares TIPS Bond ETF made up 0.13% of Invictus Private Wealth's portfolio in Q2 2026, its #32 holding.
  • Invictus Private Wealth first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Invictus Private Wealth's iShares TIPS Bond ETF position peaked at $3.81M in Q4 2022.
  • 1,020 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.