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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invictus Private Wealth's TIP Position: Q1 2026 in Review

Invictus Private Wealth increased its iShares TIPS Bond ETF (TIP) stake by 2.9% in Q1 2026, buying an estimated $58.8K and bringing the position to 18,689 shares worth $2.06M. The position accounts for 0.13% of the portfolio, ranked #31.

Invictus Private Wealth first reported a position in TIP in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.81M in Q4 2022. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Invictus Private Wealth held 18,689 shares of iShares TIPS Bond ETF worth $2.06M as of Q1 2026.
  • Invictus Private Wealth bought 531 iShares TIPS Bond ETF shares in Q1 2026, an estimated $58.8K.
  • iShares TIPS Bond ETF made up 0.13% of Invictus Private Wealth's portfolio in Q1 2026, its #31 holding.
  • Invictus Private Wealth first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Invictus Private Wealth's iShares TIPS Bond ETF position peaked at $3.81M in Q4 2022.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Invictus Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.