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Mine & Arao Wealth Creation & Management’s iShares TIPS Bond ETF TIP Stock Holding History

Mine & Arao Wealth Creation & 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 		$602K Hold
5,454
– – 0.25% 40
2025
Q4 		$599K Buy
5,454
+17
+0.3% +$1.89K 0.23% 44
2025
Q3 		$605K Buy
5,437
+16
+0.3% +$1.77K 0.25% 43
2025
Q2 		$596K Buy
5,421
+22
+0.4% +$2.4K 0.27% 39
2025
Q1 		$600K Sell
5,399
-152
-3% -$16.5K 0.29% 36
2024
Q4 		$591K Sell
5,551
-503
-8% -$54.5K 0.27% 39
2024
Q3 		$669K Sell
6,054
-191
-3% -$20.8K 0.31% 37
2024
Q2 		$667K Buy
6,245
+216
+4% +$23K 0.32% 34
2024
Q1 		$648K Hold
6,029
– – 0.32% 37
2023
Q4 		$648K Sell
6,029
-1
-0% -$105 0.35% 30
2023
Q3 		$625K Sell
6,030
-133
-2% -$14.1K 0.38% 30
2023
Q2 		$663K Buy
6,163
+13
+0.2% +$1.42K 0.39% 30
2023
Q1 		$678K Sell
6,150
-61
-1% -$6.6K 0.44% 29
2022
Q4 		$661K Buy
6,211
+7
+0.1% +$748 0.49% 29
2022
Q3 		$651K Sell
6,204
-921
-13% -$104K 0.48% 28
2022
Q2 		$812K Buy
7,125
+48
+0.7% +$5.69K 0.57% 26
2022
Q1 		$882K Buy
7,077
+7
+0.1% +$881 0.52% 26
2021
Q4 		$913K Buy
7,070
+65
+0.9% +$8.38K 0.5% 26
2021
Q3 		$895K Buy
7,005
+26
+0.4% +$3.35K 0.54% 28
2021
Q2 		$893K Buy
6,979
+16
+0.2% +$2.03K 0.54% 29
2021
Q1 		$874K Buy
6,963
+917
+15% +$116K 0.58% 27
2020
Q4 		$772K Sell
6,046
-11
-0.2% -$1.39K 0.55% 29
2020
Q3 		$766K Buy
6,057
+263
+5% +$33K 0.63% 24
2020
Q2 		$713K Buy
5,794
+55
+1% +$6.69K 0.67% 24
2020
Q1 		$677K Sell
5,739
-89
-2% -$10.5K 0.79% 20
2019
Q4 		$679K Buy
+5,828
New +$678K 0.64% 24

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

Mine & Arao Wealth Creation & Management's TIP Position: Q1 2026 in Review

Mine & Arao Wealth Creation & Management held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 5,454 shares worth $602K. The position accounts for 0.25% of the portfolio, ranked #40.

Mine & Arao Wealth Creation & Management first reported a position in TIP in Q4 2019 and has held it in 26 quarters since. The position peaked at $913K in Q4 2021. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Mine & Arao Wealth Creation & Management held 5,454 shares of iShares TIPS Bond ETF worth $602K as of Q1 2026.
  • Mine & Arao Wealth Creation & Management left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
  • iShares TIPS Bond ETF made up 0.25% of Mine & Arao Wealth Creation & Management's portfolio in Q1 2026, its #40 holding.
  • Mine & Arao Wealth Creation & Management first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Mine & Arao Wealth Creation & Management's iShares TIPS Bond ETF position peaked at $913K in Q4 2021.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q1 2026, filed 29 Apr 2026.