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

Modera 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 		$3.66M Buy
33,428
+115
+0.3% +$12.7K 0.04% 215
2026
Q1 		$3.68M Sell
33,313
-670
-2% -$74.2K 0.04% 204
2025
Q4 		$3.74M Sell
33,983
-1,728
-5% -$192K 0.04% 211
2025
Q3 		$3.97M Buy
35,711
+19
+0.1% +$2.1K 0.05% 201
2025
Q2 		$3.93M Sell
35,692
-1,133
-3% -$124K 0.05% 203
2025
Q1 		$4.09M Sell
36,825
-2,980
-7% -$324K 0.06% 192
2024
Q4 		$4.24M Sell
39,805
-783
-2% -$84.8K 0.05% 193
2024
Q3 		$4.48M Sell
40,588
-114
-0.3% -$12.4K 0.06% 175
2024
Q2 		$4.35M Buy
40,702
+28
+0.1% +$2.98K 0.06% 167
2024
Q1 		$4.37M Buy
40,674
+2,158
+6% +$231K 0.07% 169
2023
Q4 		$4.14M Sell
38,516
-4,664
-11% -$488K 0.07% 168
2023
Q3 		$4.48M Sell
43,180
-109
-0.3% -$11.5K 0.08% 156
2023
Q2 		$4.66M Buy
43,289
+33,223
+330% +$3.62M 0.08% 159
2023
Q1 		$1.11M Sell
10,066
-1,470
-13% -$159K 0.04% 149
2022
Q4 		$1.23M Sell
11,536
-21,695
-65% -$2.32M 0.05% 133
2022
Q3 		$3.49M Sell
33,231
-21,882
-40% -$2.48M 0.18% 62
2022
Q2 		$6.28M Sell
55,113
-14,976
-21% -$1.78M 0.3% 51
2022
Q1 		$8.73M Buy
70,089
+1,770
+3% +$223K 0.39% 46
2021
Q4 		$8.83M Buy
68,319
+63,480
+1,312% +$8.19M 0.34% 43
2021
Q3 		$618K Buy
4,839
+1,466
+43% +$189K 0.03% 140
2021
Q2 		$432K Buy
3,373
+60
+2% +$7.62K 0.02% 157
2021
Q1 		$416K Sell
3,313
-95
-3% -$12K 0.03% 151
2020
Q4 		$435K Buy
+3,408
New +$430K 0.03% 145
2020
Q2 		– Sell
-1,860
Closed -$219K – 157
2020
Q1 		$219K Sell
1,860
-346
-16% -$40.8K 0.05% 133
2019
Q4 		$257K Buy
2,206
+486
+28% +$56.5K 0.04% 124
2019
Q3 		$200K Sell
1,720
-11
-0.6% -$1.28K 0.03% 141
2019
Q2 		$200K Buy
+1,731
New +$197K 0.04% 141
2018
Q3 		– Sell
-3,717
Closed -$420K – 146
2018
Q2 		$420K Buy
+3,717
New +$417K 0.09% 79
2018
Q1 		– Sell
-1,983
Closed -$226K – 137
2017
Q4 		$226K Sell
1,983
-1,218
-38% -$139K 0.05% 120
2017
Q3 		$364K Buy
3,201
+725
+29% +$82.5K 0.08% 82
2017
Q2 		$281K Buy
+2,476
New +$283K 0.07% 92
2016
Q4 		– Sell
-2,747
Closed -$320K – 115
2016
Q3 		$320K Buy
2,747
+541
+25% +$62.8K 0.11% 79
2016
Q2 		$257K Hold
2,206
– – 0.09% 81
2016
Q1 		$253K Sell
2,206
-200
-8% -$22.3K 0.09% 94
2015
Q4 		$264K Hold
2,406
– – 0.1% 66
2015
Q3 		$266K Hold
2,406
– – 0.11% 60
2015
Q2 		$270K Sell
2,406
-177
-7% -$20K 0.11% 63
2015
Q1 		$293K Sell
2,583
-185
-7% -$21K 0.11% 62
2014
Q4 		$310K Sell
2,768
-298
-10% -$33.6K 0.12% 59
2014
Q3 		$344K Sell
3,066
-139
-4% -$15.9K 0.15% 57
2014
Q2 		$370K Sell
3,205
-692
-18% -$78.8K 0.17% 40
2014
Q1 		$437K Sell
3,897
-1,318
-25% -$147K 0.17% 36
2013
Q4 		$573K Sell
5,215
-1,610
-24% -$180K 0.22% 40
2013
Q3 		$768K Sell
6,825
-905
-12% -$101K 0.37% 26
2013
Q2 		$866K Buy
+7,730
New +$915K 0.44% 25

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Modera Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 0.35% in Q2 2026, buying an estimated $12.7K and bringing the position to 33,428 shares worth $3.66M. The position accounts for 0.04% of the portfolio, ranked #215.

Modera Wealth Management first reported a position in TIP in Q2 2013 and has held it in 45 quarters since. The position peaked at $8.83M in Q4 2021. 664 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Modera Wealth Management held 33,428 shares of iShares TIPS Bond ETF worth $3.66M as of Q2 2026.
  • Modera Wealth Management bought 115 iShares TIPS Bond ETF shares in Q2 2026, an estimated $12.7K.
  • iShares TIPS Bond ETF made up 0.04% of Modera Wealth Management's portfolio in Q2 2026, its #215 holding.
  • Modera Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 45 quarters since.
  • Modera Wealth Management's iShares TIPS Bond ETF position peaked at $8.83M in Q4 2021.
  • 664 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.