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MGO Private Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

MGO Private Wealth’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 		$698K Buy
6,535
+2,267
+53% +$251K 3.37% 7
2026
Q1 		$471K Sell
4,268
-19,887
-82% -$2.2M 2.53% 11
2025
Q4 		$2.65M Buy
+24,155
New +$2.68M 1.64% 15
2025
Q2 		– Sell
-2,081
Closed -$231K – 64
2025
Q1 		$231K Sell
2,081
-170
-8% -$18.5K 0.16% 51
2024
Q4 		$240K Sell
2,251
-132
-6% -$14.3K 0.17% 53
2024
Q3 		$263K Sell
2,383
-451
-16% -$49K 0.19% 46
2024
Q2 		$303K Sell
2,834
-14
-0.5% -$1.49K 0.19% 60
2024
Q1 		$306K Sell
2,848
-402
-12% -$43K 0.19% 60
2023
Q4 		$349K Sell
3,250
-1,527
-32% -$160K 0.24% 53
2023
Q3 		$496K Sell
4,777
-1,238
-21% -$131K 0.37% 41
2023
Q2 		$647K Sell
6,015
-5,196
-46% -$566K 0.49% 38
2023
Q1 		$1.24M Sell
11,211
-14,555
-56% -$1.57M 0.97% 27
2022
Q4 		$2.74M Sell
25,766
-2,368
-8% -$253K 1.25% 25
2022
Q3 		$2.95M Buy
+28,134
New +$3.19M 1.4% 18

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

MGO Private Wealth's TIP Position: Q2 2026 in Review

MGO Private Wealth increased its iShares TIPS Bond ETF (TIP) stake by 53% in Q2 2026, buying an estimated $251K and bringing the position to 6,535 shares worth $698K. The position accounts for 3.37% of the portfolio, ranked #7.

MGO Private Wealth first reported a position in TIP in Q3 2022 and has held it in 14 quarters since. The position peaked at $2.95M in Q3 2022. 1,019 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • MGO Private Wealth held 6,535 shares of iShares TIPS Bond ETF worth $698K as of Q2 2026.
  • MGO Private Wealth bought 2,267 iShares TIPS Bond ETF shares in Q2 2026, an estimated $251K.
  • iShares TIPS Bond ETF made up 3.37% of MGO Private Wealth's portfolio in Q2 2026, its #7 holding.
  • MGO Private Wealth first reported a position in iShares TIPS Bond ETF in Q3 2022 and has held it in 14 quarters since.
  • MGO Private Wealth's iShares TIPS Bond ETF position peaked at $2.95M in Q3 2022.
  • 1,019 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on MGO Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.