LL
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LPWM LLC’s iShares TIPS Bond ETF TIP Stock Holding History

LPWM LLC’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 		$311K Sell
2,840
-21
-0.7% -$2.32K 0.07% 82
2026
Q1 		$316K Buy
2,861
+120
+4% +$13.3K 0.08% 78
2025
Q4 		$301K Sell
2,741
-308
-10% -$34.2K 0.08% 78
2025
Q3 		$339K Buy
3,049
+3
+0.1% +$331 0.09% 68
2025
Q2 		$335K Hold
3,046
– – 0.1% 67
2025
Q1 		$338K Sell
3,046
-2,945
-49% -$320K 0.11% 61
2024
Q4 		$638K Sell
5,991
-438
-7% -$47.4K 0.21% 47
2024
Q3 		$708K Buy
6,429
+78
+1% +$8.47K 0.23% 44
2024
Q2 		$679K Sell
6,351
-130
-2% -$13.8K 0.23% 44
2024
Q1 		$686K Sell
6,481
-273
-4% -$29.2K 0.25% 42
2023
Q4 		$721K Sell
6,754
-642
-9% -$67.1K 0.29% 38
2023
Q3 		$761K Buy
7,396
+1,906
+35% +$202K 0.34% 35
2023
Q2 		$587K Sell
5,490
-101
-2% -$11K 0.26% 38
2023
Q1 		$616K Sell
5,591
-672
-11% -$72.7K 0.3% 35
2022
Q4 		$675K Buy
6,263
+516
+9% +$55.1K 0.36% 31
2022
Q3 		$603K Sell
5,747
-2,179
-27% -$247K 0.36% 34
2022
Q2 		$900K Sell
7,926
-1,141
-13% -$135K 0.5% 28
2022
Q1 		$1.1M Buy
9,067
+1,390
+18% +$175K 0.55% 27
2021
Q4 		$992K Buy
7,677
+1,601
+26% +$206K 0.53% 25
2021
Q3 		$777K Sell
6,076
-321
-5% -$41.4K 0.46% 27
2021
Q2 		$818K Buy
6,397
+175
+3% +$22.2K 0.49% 26
2021
Q1 		$781K Buy
6,222
+557
+10% +$70.5K 0.53% 26
2020
Q4 		$723K Buy
5,665
+4,022
+245% +$507K 0.54% 27
2020
Q3 		$207K Buy
+1,643
New +$206K 0.17% 49

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

LPWM LLC's TIP Position: Q2 2026 in Review

LPWM LLC reduced its iShares TIPS Bond ETF (TIP) stake by 0.73% in Q2 2026, selling an estimated $2.32K and leaving 2,840 shares worth $311K. The position accounts for 0.07% of the portfolio, ranked #82.

LPWM LLC first reported a position in TIP in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.1M in Q1 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • LPWM LLC held 2,840 shares of iShares TIPS Bond ETF worth $311K as of Q2 2026.
  • LPWM LLC sold 21 iShares TIPS Bond ETF shares in Q2 2026, an estimated $2.32K.
  • iShares TIPS Bond ETF made up 0.07% of LPWM LLC's portfolio in Q2 2026, its #82 holding.
  • LPWM LLC first reported a position in iShares TIPS Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • LPWM LLC's iShares TIPS Bond ETF position peaked at $1.1M in Q1 2022.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.