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

Lyell 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 		$2.36M Sell
21,383
-2,695
-11% -$298K 0.17% 88
2025
Q4 		$2.65M Sell
24,078
-690
-3% -$76.5K 0.19% 77
2025
Q3 		$2.75M Buy
24,768
+460
+2% +$50.8K 0.2% 79
2025
Q2 		$2.67M Buy
24,308
+95
+0.4% +$10.4K 0.21% 80
2025
Q1 		$2.69M Sell
24,213
-841
-3% -$91.4K 0.25% 84
2024
Q4 		$2.67M Sell
25,054
-1,314
-5% -$142K 0.24% 89
2024
Q3 		$2.91M Buy
26,368
+491
+2% +$53.3K 0.26% 91
2024
Q2 		$2.76M Buy
25,877
+900
+4% +$95.7K 0.26% 88
2024
Q1 		$2.68M Buy
24,977
+2,346
+10% +$251K 0.27% 89
2023
Q4 		$2.43M Sell
22,631
-2,595
-10% -$271K 0.28% 87
2023
Q3 		$2.62M Sell
25,226
-520
-2% -$55K 0.35% 83
2023
Q2 		$2.77M Sell
25,746
-1,610
-6% -$175K 0.35% 84
2023
Q1 		$3.02M Sell
27,356
-2,655
-9% -$287K 0.42% 77
2022
Q4 		$3.19M Sell
30,011
-21,963
-42% -$2.35M 0.5% 68
2022
Q3 		$5.45M Sell
51,974
-849
-2% -$96.1K 0.93% 39
2022
Q2 		$6.02M Sell
52,823
-7,148
-12% -$848K 0.98% 34
2022
Q1 		$7.47M Sell
59,971
-18,345
-23% -$2.31M 0.96% 34
2021
Q4 		$10.1M Sell
78,316
-3,069
-4% -$396K 1.15% 31
2021
Q3 		$10.4M Sell
81,385
-2,583
-3% -$333K 1.26% 30
2021
Q2 		$10.7M Sell
83,968
-4,619
-5% -$587K 1.33% 29
2021
Q1 		$11.1M Buy
88,587
+13,745
+18% +$1.74M 1.62% 18
2020
Q4 		$9.55M Buy
74,842
+9,614
+15% +$1.21M 1.53% 25
2020
Q3 		$8.25M Buy
65,228
+24,738
+61% +$3.11M 1.55% 23
2020
Q2 		$4.98M Buy
40,490
+4,775
+13% +$581K 1.09% 38
2020
Q1 		$4.21M Buy
35,715
+790
+2% +$93.1K 1.26% 39
2019
Q4 		$4.07M Sell
34,925
-1,515
-4% -$176K 1.09% 45
2019
Q3 		$4.24M Sell
36,440
-390
-1% -$45.3K 1.27% 38
2019
Q2 		$4.25M Buy
36,830
+275
+0.8% +$31.3K 1.28% 33
2019
Q1 		$4.13M Sell
36,555
-300
-0.8% -$33.3K 1.38% 27
2018
Q4 		$4.04M Sell
36,855
-2,025
-5% -$221K 1.69% 20
2018
Q3 		$4.3M Sell
38,880
-525
-1% -$58.6K 1.45% 25
2018
Q2 		$4.45M Buy
39,405
+925
+2% +$104K 1.63% 19
2018
Q1 		$4.35M Buy
38,480
+2,680
+7% +$302K 1.61% 22
2017
Q4 		$4.08M Buy
35,800
+2,255
+7% +$256K 1.62% 23
2017
Q3 		$3.81M Buy
33,545
+4,095
+14% +$466K 1.65% 18
2017
Q2 		$3.34M Buy
29,450
+7,350
+33% +$840K 1.63% 22
2017
Q1 		$2.53M Buy
22,100
+9,370
+74% +$1.07M 1.37% 33
2016
Q4 		$1.44M Buy
+12,730
New +$1.45M 0.9% 50

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

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

Lyell Wealth Management reduced its iShares TIPS Bond ETF (TIP) stake by 11% in Q1 2026, selling an estimated $298K and leaving 21,383 shares worth $2.36M. The position accounts for 0.17% of the portfolio, ranked #88.

Lyell Wealth Management first reported a position in TIP in Q4 2016 and has held it in 38 quarters since. The position peaked at $11.1M in Q1 2021. 1,014 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Lyell Wealth Management held 21,383 shares of iShares TIPS Bond ETF worth $2.36M as of Q1 2026.
  • Lyell Wealth Management sold 2,695 iShares TIPS Bond ETF shares in Q1 2026, an estimated $298K.
  • iShares TIPS Bond ETF made up 0.17% of Lyell Wealth Management's portfolio in Q1 2026, its #88 holding.
  • Lyell Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • Lyell Wealth Management's iShares TIPS Bond ETF position peaked at $11.1M in Q1 2021.
  • 1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.