JSW
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Journey Strategic Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Journey Strategic 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 		$237K Hold
2,149
– – 0.01% 681
2025
Q4 		$236K Sell
2,149
-6
-0.3% -$666 0.01% 619
2025
Q3 		$240K Hold
2,155
– – 0.01% 575
2025
Q2 		$237K Sell
2,155
-126
-6% -$13.7K 0.01% 530
2025
Q1 		$253K Sell
2,281
-1
-0% -$109 0.01% 390
2024
Q4 		$243K Sell
2,282
-1
-0% -$108 0.01% 403
2024
Q3 		$252K Buy
2,283
+48
+2% +$5.21K 0.01% 384
2024
Q2 		$239K Sell
2,235
-497
-18% -$52.8K 0.01% 311
2024
Q1 		$293K Buy
2,732
+326
+14% +$34.8K 0.01% 191
2023
Q4 		$259K Buy
+2,406
New +$252K 0.01% 160
2023
Q3 		– Sell
-2,374
Closed -$255K – 222
2023
Q2 		$255K Buy
2,374
+3
+0.1% +$327 0.01% 138
2023
Q1 		$261K Sell
2,371
-43
-2% -$4.65K 0.03% 180
2022
Q4 		$257K Buy
2,414
+48
+2% +$5.13K 0.03% 161
2022
Q3 		$248K Sell
2,366
-787
-25% -$89.1K 0.03% 121
2022
Q2 		$359K Buy
+3,153
New +$374K 0.05% 72
2022
Q1 		– Sell
-16,243
Closed -$2.1M – 230
2021
Q4 		$2.1M Buy
+16,243
New +$2.09M 0.22% 27

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

Journey Strategic Wealth's TIP Position: Q1 2026 in Review

Journey Strategic Wealth held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 2,149 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #681.

Journey Strategic Wealth first reported a position in TIP in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.1M in Q4 2021. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Journey Strategic Wealth held 2,149 shares of iShares TIPS Bond ETF worth $237K as of Q1 2026.
  • Journey Strategic Wealth left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
  • iShares TIPS Bond ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #681 holding.
  • Journey Strategic Wealth first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Journey Strategic Wealth's iShares TIPS Bond ETF position peaked at $2.1M in Q4 2021.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.