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

Maridea 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 		$1.51M Buy
13,843
+3,809
+38% +$421K 0.16% 145
2026
Q1 		$1.11M Buy
10,034
+813
+9% +$90K 0.16% 152
2025
Q4 		$1.01M Buy
9,221
+203
+2% +$22.5K 0.15% 148
2025
Q3 		$1.01M Buy
+9,018
New +$996K 0.16% 140

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

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

Maridea Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 38% in Q2 2026, buying an estimated $421K and bringing the position to 13,843 shares worth $1.51M. The position accounts for 0.16% of the portfolio, ranked #145.

Maridea Wealth Management first reported a position in TIP in Q3 2025 and has held it in 4 quarters since. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Maridea Wealth Management held 13,843 shares of iShares TIPS Bond ETF worth $1.51M as of Q2 2026.
  • Maridea Wealth Management bought 3,809 iShares TIPS Bond ETF shares in Q2 2026, an estimated $421K.
  • iShares TIPS Bond ETF made up 0.16% of Maridea Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Maridea Wealth Management first reported a position in iShares TIPS Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.