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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
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 $1.37T 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

MGO Private Wealth's TIP Position: Q1 2026 in Review

MGO Private Wealth reduced its iShares TIPS Bond ETF (TIP) stake by 82% in Q1 2026, selling an estimated $2.2M and leaving 4,268 shares worth $471K. The position accounts for 2.53% of the portfolio, ranked #11.

MGO Private Wealth first reported a position in TIP in Q3 2022 and has held it in 13 quarters since. The position peaked at $2.95M in Q3 2022. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • MGO Private Wealth held 4,268 shares of iShares TIPS Bond ETF worth $471K as of Q1 2026.
  • MGO Private Wealth sold 19,887 iShares TIPS Bond ETF shares in Q1 2026, an estimated $2.2M.
  • iShares TIPS Bond ETF made up 2.53% of MGO Private Wealth's portfolio in Q1 2026, its #11 holding.
  • MGO Private Wealth first reported a position in iShares TIPS Bond ETF in Q3 2022 and has held it in 13 quarters since.
  • MGO Private Wealth's iShares TIPS Bond ETF position peaked at $2.95M in Q3 2022.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.