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

Kiker 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 Q1	$1.54K	Buy	+14	New	+$1.55K	﹤0.01%	129
2025 Q4	–	Sell	-187	Closed	-$20.8K	–	185
2025 Q3	$20.8K	Buy	187 +27	+17%	+$2.98K	0.01%	149
2025 Q2	$17.6K	Sell	160 -5	-3%	-$545	0.01%	303
2025 Q1	$18.3K	Buy	165 +160	+3,200%	+$17.4K	0.01%	311
2024 Q4	$533	Buy	+5	New	+$541	﹤0.01%	168

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kiker Wealth Management's TIP Position: Q1 2026 in Review

Kiker Wealth Management opened a new position in iShares TIPS Bond ETF (TIP) in Q1 2026: 14 shares worth $1.54K. The stake represents ﹤0.01% of the portfolio and ranks #129 among its holdings. This is a return to the name: Kiker Wealth Management previously reported a position in TIP as recently as Q3 2025.

Kiker Wealth Management first reported a position in TIP in Q4 2024 and has held it in 5 quarters since. The position peaked at $20.8K in Q3 2025. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Kiker Wealth Management held 14 shares of iShares TIPS Bond ETF worth $1.54K as of Q1 2026.
iShares TIPS Bond ETF was a new Kiker Wealth Management position in Q1 2026.
iShares TIPS Bond ETF made up ﹤0.01% of Kiker Wealth Management's portfolio in Q1 2026, its #129 holding.
Kiker Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 5 quarters since.
Kiker Wealth Management's iShares TIPS Bond ETF position peaked at $20.8K in Q3 2025.
1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Kiker Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.