Market Street Wealth Management Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Market Street Wealth Management Advisors’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	$438K	Hold	4,007	–	–	0.06%	85
2026 Q1	$442K	Hold	4,007	–	–	0.07%	76
2025 Q4	$440K	Hold	4,007	–	–	0.07%	75
2025 Q3	$446K	Hold	4,007	–	–	0.07%	74
2025 Q2	$441K	Hold	4,007	–	–	0.07%	74
2025 Q1	$445K	Hold	4,007	–	–	0.08%	73
2024 Q4	$427K	Hold	4,007	–	–	0.07%	75
2024 Q3	$443K	Hold	4,007	–	–	0.07%	75
2024 Q2	$428K	Hold	4,007	–	–	0.07%	75
2024 Q1	$430K	Hold	4,007	–	–	0.08%	80
2023 Q4	$431K	Buy	4,007 +1,136	+40%	+$119K	0.09%	79
2023 Q3	$298K	Buy	+2,871	New	+$304K	0.08%	85
2023 Q2	–	Sell	-1,884	Closed	-$208K	–	92
2023 Q1	$208K	Sell	1,884 -3,388	-64%	-$367K	0.05%	91
2022 Q4	$561K	Sell	5,272 -10,231	-66%	-$1.09M	0.16%	69
2022 Q3	$1.63M	Buy	+15,503	New	+$1.76M	0.52%	41
2022 Q1	–	Sell	-2,406	Closed	-$311K	–	86
2021 Q4	$311K	Sell	2,406 -918	-28%	-$118K	0.1%	67
2021 Q3	$424K	Buy	3,324 +44	+1%	+$5.67K	0.17%	53
2021 Q2	$420K	Buy	+3,280	New	+$417K	0.18%	52

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Market Street Wealth Management Advisors's TIP Position: Q2 2026 in Review

Market Street Wealth Management Advisors held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 4,007 shares worth $438K. The position accounts for 0.06% of the portfolio, ranked #85.

Market Street Wealth Management Advisors first reported a position in TIP in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.63M in Q3 2022. 653 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Market Street Wealth Management Advisors held 4,007 shares of iShares TIPS Bond ETF worth $438K as of Q2 2026.
Market Street Wealth Management Advisors left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
iShares TIPS Bond ETF made up 0.06% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #85 holding.
Market Street Wealth Management Advisors first reported a position in iShares TIPS Bond ETF in Q2 2021 and has held it in 18 quarters since.
Market Street Wealth Management Advisors's iShares TIPS Bond ETF position peaked at $1.63M in Q3 2022.
653 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.