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

Modern 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 Q1	$1.8M	Sell	16,338 -11,891	-42%	-$1.32M	0.03%	321
2025 Q4	$3.1M	Sell	28,229 -1,730	-6%	-$192K	0.06%	242
2025 Q3	$3.33M	Sell	29,959 -4,363	-13%	-$482K	0.07%	229
2025 Q2	$3.78M	Buy	34,322 +26,662	+348%	+$2.91M	0.09%	192
2025 Q1	$851K	Buy	7,660 +1,183	+18%	+$129K	0.03%	331
2024 Q4	$690K	Sell	6,477 -926	-13%	-$100K	0.03%	309
2024 Q3	$818K	Buy	7,403 +685	+10%	+$74.4K	0.05%	186
2024 Q2	$717K	Buy	6,718 +952	+17%	+$101K	0.05%	168
2024 Q1	$619K	Sell	5,766 -264	-4%	-$28.2K	0.06%	150
2023 Q4	$648K	Buy	+6,030	New	+$630K	0.08%	80

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Modern Wealth Management's TIP Position: Q1 2026 in Review

Modern Wealth Management reduced its iShares TIPS Bond ETF (TIP) stake by 42% in Q1 2026, selling an estimated $1.32M and leaving 16,338 shares worth $1.8M. The position accounts for 0.03% of the portfolio, ranked #321.

Modern Wealth Management first reported a position in TIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.78M in Q2 2025. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Modern Wealth Management held 16,338 shares of iShares TIPS Bond ETF worth $1.8M as of Q1 2026.
Modern Wealth Management sold 11,891 iShares TIPS Bond ETF shares in Q1 2026, an estimated $1.32M.
iShares TIPS Bond ETF made up 0.03% of Modern Wealth Management's portfolio in Q1 2026, its #321 holding.
Modern Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 10 quarters since.
Modern Wealth Management's iShares TIPS Bond ETF position peaked at $3.78M in Q2 2025.
1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.