KWMG
TIP icon

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

King Wealth Management Group’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 		$283K Sell
2,567
-101
-4% -$11.2K 0.04% 134
2025
Q4 		$293K Sell
2,668
-426
-14% -$47.3K 0.04% 134
2025
Q3 		$344K Sell
3,094
-123
-4% -$13.6K 0.04% 122
2025
Q2 		$354K Sell
3,217
-51
-2% -$5.56K 0.05% 116
2025
Q1 		$363K Sell
3,268
-72
-2% -$7.82K 0.06% 112
2024
Q4 		$356K Sell
3,340
-61
-2% -$6.6K 0.05% 108
2024
Q3 		$376K Sell
3,401
-275
-7% -$29.9K 0.06% 108
2024
Q2 		$393K Sell
3,676
-99
-3% -$10.5K 0.07% 100
2024
Q1 		$406K Sell
3,775
-377
-9% -$40.3K 0.07% 92
2023
Q4 		$446K Sell
4,152
-568
-12% -$59.4K 0.09% 86
2023
Q3 		$490K Sell
4,720
-165
-3% -$17.5K 0.1% 78
2023
Q2 		$526K Sell
4,885
-14
-0.3% -$1.52K 0.11% 78
2023
Q1 		$540K Sell
4,899
-70
-1% -$7.58K 0.12% 76
2022
Q4 		$529K Sell
4,969
-189
-4% -$20.2K 0.13% 77
2022
Q3 		$541K Sell
5,158
-112
-2% -$12.7K 0.14% 76
2022
Q2 		$600K Sell
5,270
-874
-14% -$104K 0.14% 71
2022
Q1 		$765K Sell
6,144
-50
-0.8% -$6.29K 0.15% 73
2021
Q4 		$800K Buy
6,194
+642
+12% +$82.8K 0.15% 75
2021
Q3 		$709K Sell
5,552
-15
-0.3% -$1.93K 0.15% 81
2021
Q2 		$713K Buy
5,567
+97
+2% +$12.3K 0.15% 77
2021
Q1 		$686K Buy
5,470
+55
+1% +$6.96K 0.15% 80
2020
Q4 		$691K Buy
5,415
+50
+0.9% +$6.31K 0.16% 74
2020
Q3 		$679K Buy
5,365
+10
+0.2% +$1.26K 0.18% 74
2020
Q2 		$659K Hold
5,355
– – 0.19% 69
2020
Q1 		$631K Sell
5,355
-55
-1% -$6.48K 0.27% 56
2019
Q4 		$631K Sell
5,410
-492
-8% -$57.2K 0.17% 58
2019
Q3 		$687K Sell
5,902
-49
-0.8% -$5.69K 0.2% 56
2019
Q2 		$688K Sell
5,951
-72
-1% -$8.19K 0.21% 57
2019
Q1 		$681K Buy
6,023
+11
+0.2% +$1.22K 0.21% 56
2018
Q4 		$658K Sell
6,012
-289
-5% -$31.6K 0.24% 55
2018
Q3 		$697K Sell
6,301
-649
-9% -$72.5K 0.22% 53
2018
Q2 		$784K Hold
6,950
– – 0.27% 49
2018
Q1 		$785K Buy
6,950
+2
+0% +$225 0.28% 50
2017
Q4 		$792K Buy
6,948
+22
+0.3% +$2.5K 0.28% 51
2017
Q3 		$787K Sell
6,926
-27
-0.4% -$3.07K 0.29% 53
2017
Q2 		$789K Buy
6,953
+388
+6% +$44.3K 0.31% 53
2017
Q1 		$752K Sell
6,565
-147
-2% -$16.7K 0.31% 54
2016
Q4 		$759K Sell
6,712
-228
-3% -$26K 0.34% 47
2016
Q3 		$808K Buy
6,940
+266
+4% +$30.9K 0.4% 47
2016
Q2 		$779K Buy
6,674
+82
+1% +$9.42K 0.42% 47
2016
Q1 		$756K Sell
6,592
-847
-11% -$94.6K 0.41% 49
2015
Q4 		$816K Sell
7,439
-12
-0.2% -$1.33K 0.45% 49
2015
Q3 		$825K Sell
7,451
-90
-1% -$10K 0.51% 40
2015
Q2 		$845K Sell
7,541
-46
-0.6% -$5.2K 0.46% 45
2015
Q1 		$861K Sell
7,587
-744
-9% -$84.4K 0.5% 42
2014
Q4 		$933K Sell
8,331
-122
-1% -$13.8K 0.5% 46
2014
Q3 		$947K Sell
8,453
-220
-3% -$25.2K 0.59% 40
2014
Q2 		$1M Sell
8,673
-414
-5% -$47.1K 0.62% 43
2014
Q1 		$1.02M Sell
9,087
-88
-1% -$9.84K 0.7% 38
2013
Q4 		$1.01M Sell
9,175
-793
-8% -$88.5K 0.58% 47
2013
Q3 		$1.12M Sell
9,968
-533
-5% -$59.5K 0.73% 35
2013
Q2 		$1.18M Buy
+10,501
New +$1.24M 0.81% 34

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

King Wealth Management Group's TIP Position: Q1 2026 in Review

King Wealth Management Group reduced its iShares TIPS Bond ETF (TIP) stake by 3.8% in Q1 2026, selling an estimated $11.2K and leaving 2,567 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #134.

King Wealth Management Group first reported a position in TIP in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.18M in Q2 2013. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • King Wealth Management Group held 2,567 shares of iShares TIPS Bond ETF worth $283K as of Q1 2026.
  • King Wealth Management Group sold 101 iShares TIPS Bond ETF shares in Q1 2026, an estimated $11.2K.
  • iShares TIPS Bond ETF made up 0.04% of King Wealth Management Group's portfolio in Q1 2026, its #134 holding.
  • King Wealth Management Group first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • King Wealth Management Group's iShares TIPS Bond ETF position peaked at $1.18M in Q2 2013.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.