JWM
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Jeppson Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Jeppson Wealth Management’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 		$504K Buy
4,602
+71
+2% +$7.85K 0.15% 136
2026
Q1 		$500K Hold
4,531
– – 0.16% 124
2025
Q4 		$498K Buy
4,531
+47
+1% +$5.21K 0.16% 122
2025
Q3 		$499K Buy
4,484
+40
+0.9% +$4.42K 0.16% 122
2025
Q2 		$489K Buy
4,444
+57
+1% +$6.22K 0.17% 122
2025
Q1 		$487K Hold
4,387
– – 0.18% 118
2024
Q4 		$467K Buy
4,387
+21
+0.5% +$2.27K 0.17% 124
2024
Q3 		$482K Buy
4,366
+24
+0.6% +$2.61K 0.17% 123
2024
Q2 		$464K Buy
4,342
+57
+1% +$6.06K 0.18% 119
2024
Q1 		$460K Sell
4,285
-5
-0.1% -$534 0.18% 123
2023
Q4 		$461K Sell
4,290
-323
-7% -$33.8K 0.19% 117
2023
Q3 		$478K Buy
4,613
+40
+0.9% +$4.23K 0.22% 109
2023
Q2 		$492K Sell
4,573
-989
-18% -$108K 0.21% 111
2023
Q1 		$613K Sell
5,562
-272
-5% -$29.4K 0.27% 95
2022
Q4 		$621K Sell
5,834
-5,752
-50% -$614K 0.26% 89
2022
Q3 		$1.22M Sell
11,586
-5,255
-31% -$595K 0.55% 40
2022
Q2 		$1.92M Sell
16,841
-2,019
-11% -$239K 0.82% 24
2022
Q1 		$2.35M Sell
18,860
-25,270
-57% -$3.18M 1.1% 18
2021
Q4 		$5.7M Buy
44,130
+4,570
+12% +$589K 2.75% 5
2021
Q3 		$5.05M Buy
39,560
+255
+0.6% +$32.9K 2.63% 4
2021
Q2 		$5.03M Sell
39,305
-740
-2% -$94K 2.74% 4
2021
Q1 		$5.03M Buy
40,045
+780
+2% +$98.7K 2.99% 4
2020
Q4 		$5.01M Buy
39,265
+28,245
+256% +$3.56M 3.33% 5
2020
Q3 		$1.39M Buy
+11,020
New +$1.38M 1.09% 18

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

Jeppson Wealth Management's TIP Position: Q2 2026 in Review

Jeppson Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 1.6% in Q2 2026, buying an estimated $7.85K and bringing the position to 4,602 shares worth $504K. The position accounts for 0.15% of the portfolio, ranked #136.

Jeppson Wealth Management first reported a position in TIP in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.7M in Q4 2021. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Jeppson Wealth Management held 4,602 shares of iShares TIPS Bond ETF worth $504K as of Q2 2026.
  • Jeppson Wealth Management bought 71 iShares TIPS Bond ETF shares in Q2 2026, an estimated $7.85K.
  • iShares TIPS Bond ETF made up 0.15% of Jeppson Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Jeppson Wealth Management first reported a position in iShares TIPS Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's iShares TIPS Bond ETF position peaked at $5.7M in Q4 2021.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.