IWA
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IVC Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

IVC 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 		$263K Sell
2,406
-416
-15% -$46K 0.1% 149
2026
Q1 		$311K Sell
2,822
-242
-8% -$26.8K 0.14% 126
2025
Q4 		$337K Sell
3,064
-280
-8% -$31.1K 0.15% 120
2025
Q3 		$372K Sell
3,344
-1,127
-25% -$125K 0.17% 110
2025
Q2 		$492K Sell
4,471
-513
-10% -$56K 0.24% 80
2025
Q1 		$554K Sell
4,984
-803
-14% -$87.2K 0.3% 68
2024
Q4 		$617K Sell
5,787
-827
-13% -$89.5K 0.35% 60
2024
Q3 		$731K Sell
6,614
-539
-8% -$58.6K 0.4% 57
2024
Q2 		$764K Sell
7,153
-874
-11% -$92.9K 0.43% 56
2024
Q1 		$862K Sell
8,027
-2,851
-26% -$305K 0.5% 52
2023
Q4 		$1.17M Sell
10,878
-134
-1% -$14K 0.73% 31
2023
Q3 		$1.14M Sell
11,012
-2,574
-19% -$272K 0.76% 31
2023
Q2 		$1.46M Sell
13,586
-1,811
-12% -$197K 0.93% 23
2023
Q1 		$1.7M Sell
15,397
-678
-4% -$73.4K 1.2% 16
2022
Q4 		$1.71M Sell
16,075
-2,452
-13% -$262K 1.26% 16
2022
Q3 		$1.94M Sell
18,527
-3,400
-16% -$385K 1.56% 9
2022
Q2 		$2.5M Sell
21,927
-26,972
-55% -$3.2M 1.93% 6
2022
Q1 		$6.09M Sell
48,899
-977
-2% -$123K 4% 4
2021
Q4 		$6.44M Buy
49,876
+4,298
+9% +$554K 4.15% 4
2021
Q3 		$5.82M Buy
45,578
+4,425
+11% +$571K 4.01% 4
2021
Q2 		$5.27M Buy
41,153
+7,526
+22% +$956K 3.7% 4
2021
Q1 		$4.22M Buy
33,627
+29,858
+792% +$3.78M 3.32% 4
2020
Q4 		$481K Buy
+3,769
New +$475K 0.46% 61

Other funds holding TIP

VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

IVC Wealth Advisors's TIP Position: Q2 2026 in Review

IVC Wealth Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 15% in Q2 2026, selling an estimated $46K and leaving 2,406 shares worth $263K. The position accounts for 0.1% of the portfolio, ranked #149.

IVC Wealth Advisors first reported a position in TIP in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.44M in Q4 2021. 236 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • IVC Wealth Advisors held 2,406 shares of iShares TIPS Bond ETF worth $263K as of Q2 2026.
  • IVC Wealth Advisors sold 416 iShares TIPS Bond ETF shares in Q2 2026, an estimated $46K.
  • iShares TIPS Bond ETF made up 0.1% of IVC Wealth Advisors's portfolio in Q2 2026, its #149 holding.
  • IVC Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • IVC Wealth Advisors's iShares TIPS Bond ETF position peaked at $6.44M in Q4 2021.
  • 236 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.