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

Meridian 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 		– Sell
-2,028
Closed -$223K – 812
2025
Q4 		$223K Buy
+2,028
New +$225K 0.01% 694
2024
Q2 		– Sell
-2,367
Closed -$254K – 485
2024
Q1 		$254K Sell
2,367
-1,862
-44% -$199K 0.04% 178
2023
Q4 		$455K Sell
4,229
-10,551
-71% -$1.1M 0.03% 405
2023
Q3 		$1.53M Buy
14,780
+4,370
+42% +$462K 0.09% 183
2023
Q2 		$1.12M Sell
10,410
-4,405
-30% -$480K 0.09% 173
2023
Q1 		$1.63M Sell
14,815
-5,620
-28% -$608K 0.14% 145
2022
Q4 		$2.18M Sell
20,435
-574
-3% -$61.3K 0.21% 114
2022
Q3 		$2.2M Sell
21,009
-22,983
-52% -$2.6M 0.24% 101
2022
Q2 		$5.01M Buy
43,992
+36,754
+508% +$4.36M 0.41% 56
2022
Q1 		$902K Buy
7,238
+12
+0.2% +$1.51K 0.1% 164
2021
Q4 		$934K Sell
7,226
-17
-0.2% -$2.19K 0.1% 163
2021
Q3 		$925K Buy
7,243
+240
+3% +$30.9K 0.11% 156
2021
Q2 		$897K Buy
7,003
+10
+0.1% +$1.27K 0.11% 154
2021
Q1 		$878K Buy
6,993
+164
+2% +$20.8K 0.13% 150
2020
Q4 		$871K Buy
6,829
+4,320
+172% +$545K 0.14% 132
2020
Q3 		$317K Buy
2,509
+550
+28% +$69.1K 0.08% 182
2020
Q2 		$240K Buy
1,959
+100
+5% +$12.2K 0.08% 187
2020
Q1 		$219K Buy
1,859
+19
+1% +$2.24K 0.1% 178
2019
Q4 		$214K Sell
1,840
-208
-10% -$24.2K 0.1% 189
2019
Q3 		$238K Sell
2,048
-213
-9% -$24.7K 0.11% 169
2019
Q2 		$261K Buy
+2,261
New +$257K 0.11% 168
2018
Q4 		– Sell
-2,136
Closed -$236K – 190
2018
Q3 		$236K Sell
2,136
-2
-0.1% -$223 0.1% 148
2018
Q2 		$241K Sell
2,138
-31
-1% -$3.48K 0.11% 155
2018
Q1 		$245K Buy
+2,169
New +$244K 0.12% 153
2017
Q3 		– Sell
-5,532
Closed -$627K – 180
2017
Q2 		$627K Sell
5,532
-333
-6% -$38.1K 0.4% 58
2017
Q1 		$672K Sell
5,865
-2,173
-27% -$248K 0.4% 58
2016
Q4 		$911K Buy
+8,038
New +$918K 0.72% 37

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Meridian Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2026, closing a stake of 2,028 shares — an estimated $223K sold.

Meridian Wealth Management first reported a position in TIP in Q4 2016 and held it in 27 quarters. The position peaked at $5.01M in Q2 2022. 1,023 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Meridian Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Meridian Wealth Management sold 2,028 iShares TIPS Bond ETF shares in Q1 2026, an estimated $223K.
  • Meridian Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2016 and held it in 27 quarters.
  • Meridian Wealth Management's iShares TIPS Bond ETF position peaked at $5.01M in Q2 2022.
  • 1,023 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.