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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
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 $1.37T 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

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

Maridea Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 8.8% in Q1 2026, buying an estimated $90K and bringing the position to 10,034 shares worth $1.11M. The position accounts for 0.16% of the portfolio, ranked #152.

Maridea Wealth Management first reported a position in TIP in Q3 2025 and has held it in 3 quarters since. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Maridea Wealth Management held 10,034 shares of iShares TIPS Bond ETF worth $1.11M as of Q1 2026.
  • Maridea Wealth Management bought 813 iShares TIPS Bond ETF shares in Q1 2026, an estimated $90K.
  • iShares TIPS Bond ETF made up 0.16% of Maridea Wealth Management's portfolio in Q1 2026, its #152 holding.
  • Maridea Wealth Management first reported a position in iShares TIPS Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.