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

Kingsview 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 		$1.34M Sell
12,207
-152
-1% -$16.8K 0.02% 658
2026
Q1 		$1.36M Buy
12,359
+1,154
+10% +$128K 0.02% 592
2025
Q4 		$1.23M Sell
11,205
-617
-5% -$68.4K 0.02% 582
2025
Q3 		$1.31M Buy
11,822
+1,548
+15% +$171K 0.02% 541
2025
Q2 		$1.13M Buy
10,274
+202
+2% +$22K 0.02% 553
2025
Q1 		$1.12M Sell
10,072
-1,523
-13% -$165K 0.02% 517
2024
Q4 		$1.24M Sell
11,595
-13,826
-54% -$1.5M 0.02% 499
2024
Q3 		$2.81M Sell
25,421
-3,184
-11% -$346K 0.06% 295
2024
Q2 		$3.05M Buy
28,605
+923
+3% +$98.1K 0.07% 255
2024
Q1 		$2.97M Sell
27,682
-550
-2% -$58.8K 0.07% 249
2023
Q4 		$3.03M Sell
28,232
-1,198
-4% -$125K 0.09% 205
2023
Q3 		$3.05M Sell
29,430
-1,298
-4% -$137K 0.11% 203
2023
Q2 		$3.31M Sell
30,728
-498
-2% -$54.2K 0.13% 173
2023
Q1 		$3.44M Sell
31,226
-5,236
-14% -$567K 0.14% 160
2022
Q4 		$3.88M Sell
36,462
-6,989
-16% -$746K 0.17% 143
2022
Q3 		$4.56M Sell
43,451
-22,964
-35% -$2.6M 0.22% 110
2022
Q2 		$7.57M Buy
66,415
+8,453
+15% +$1M 0.36% 65
2022
Q1 		$7.22M Buy
57,962
+17,084
+42% +$2.15M 0.32% 72
2021
Q4 		$5.28M Buy
40,878
+8,788
+27% +$1.13M 0.22% 100
2021
Q3 		$4.1M Buy
32,090
+9,669
+43% +$1.25M 0.19% 120
2021
Q2 		$2.85M Buy
22,421
+3,595
+19% +$457K 0.14% 163
2021
Q1 		$2.36M Buy
18,826
+17,154
+1,026% +$2.17M 0.13% 163
2020
Q4 		$213K Buy
+1,672
New +$211K 0.02% 637
2019
Q3 		– Sell
-1,916
Closed -$221K – 484
2019
Q2 		$221K Sell
1,916
-801
-29% -$91.1K 0.04% 377
2019
Q1 		$307K Sell
2,717
-2,247
-45% -$249K 0.05% 353
2018
Q4 		$544K Buy
4,964
+1,830
+58% +$200K 0.12% 207
2018
Q3 		$347K Buy
+3,134
New +$350K 0.07% 275

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

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

Kingsview Wealth Management reduced its iShares TIPS Bond ETF (TIP) stake by 1.2% in Q2 2026, selling an estimated $16.8K and leaving 12,207 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #658.

Kingsview Wealth Management first reported a position in TIP in Q3 2018 and has held it in 27 quarters since. The position peaked at $7.57M in Q2 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Kingsview Wealth Management held 12,207 shares of iShares TIPS Bond ETF worth $1.34M as of Q2 2026.
  • Kingsview Wealth Management sold 152 iShares TIPS Bond ETF shares in Q2 2026, an estimated $16.8K.
  • iShares TIPS Bond ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #658 holding.
  • Kingsview Wealth Management first reported a position in iShares TIPS Bond ETF in Q3 2018 and has held it in 27 quarters since.
  • Kingsview Wealth Management's iShares TIPS Bond ETF position peaked at $7.57M in Q2 2022.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.