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

Mission 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
Q2 		$235K Buy
+2,146
New +$237K ﹤0.01% 972
2024
Q3 		– Sell
-1,996
Closed -$213K – 715
2024
Q2 		$213K Sell
1,996
-2,318
-54% -$246K 0.01% 599
2024
Q1 		$463K Buy
4,314
+1,752
+68% +$187K 0.01% 451
2023
Q4 		$275K Sell
2,562
-2,970
-54% -$311K 0.01% 484
2023
Q3 		$574K Buy
5,532
+431
+8% +$45.6K 0.02% 317
2023
Q2 		$549K Buy
5,101
+92
+2% +$10K 0.02% 327
2023
Q1 		$552K Buy
+5,009
New +$542K 0.02% 313
2022
Q3 		– Sell
-2,431
Closed -$277K – 537
2022
Q2 		$277K Sell
2,431
-6
-0.2% -$712 0.01% 407
2022
Q1 		$304K Sell
2,437
-38
-2% -$4.78K 0.01% 420
2021
Q4 		$320K Sell
2,475
-200
-7% -$25.8K 0.01% 419
2021
Q3 		$342K Buy
2,675
+89
+3% +$11.5K 0.02% 379
2021
Q2 		$331K Sell
2,586
-510
-16% -$64.8K 0.02% 374
2021
Q1 		$389K Buy
3,096
+487
+19% +$61.6K 0.02% 311
2020
Q4 		$333K Sell
2,609
-151
-5% -$19K 0.02% 324
2020
Q3 		$349K Buy
2,760
+447
+19% +$56.2K 0.03% 251
2020
Q2 		$285K Buy
2,313
+185
+9% +$22.5K 0.02% 262
2020
Q1 		$251K Buy
+2,128
New +$251K 0.03% 245

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

Mission Wealth Management's TIP Position: Q2 2026 in Review

Mission Wealth Management opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 2,146 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #972 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in TIP as recently as Q2 2024.

Mission Wealth Management first reported a position in TIP in Q1 2020 and has held it in 17 quarters since. The position peaked at $574K in Q3 2023. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Mission Wealth Management held 2,146 shares of iShares TIPS Bond ETF worth $235K as of Q2 2026.
  • iShares TIPS Bond ETF was a new Mission Wealth Management position in Q2 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #972 holding.
  • Mission Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2020 and has held it in 17 quarters since.
  • Mission Wealth Management's iShares TIPS Bond ETF position peaked at $574K in Q3 2023.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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