Mosaic Family Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Mosaic Family Wealth Partners’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	$1.79M	Buy	+16,365	New	+$1.81M	0.12%	136
2024 Q4	–	Sell	-2,248	Closed	-$248K	–	222
2024 Q3	$248K	Buy	2,248 +2	+0.1%	+$217	0.04%	180
2024 Q2	$240K	Sell	2,246 -26	-1%	-$2.76K	0.04%	177
2024 Q1	$244K	Buy	2,272 +2	+0.1%	+$214	0.04%	184
2023 Q4	$244K	Buy	2,270 +7	+0.3%	+$732	0.04%	167
2023 Q3	$235K	Sell	2,263 -335	-13%	-$35.5K	0.05%	163
2023 Q2	$280K	Sell	2,598 -429	-14%	-$46.7K	0.06%	152
2023 Q1	$334K	Sell	3,027 -137	-4%	-$14.8K	0.07%	130
2022 Q4	$337K	Buy	+3,164	New	+$338K	0.1%	130

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mosaic Family Wealth Partners's TIP Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 16,365 shares worth $1.79M. The stake represents 0.12% of the portfolio and ranks #136 among its holdings. This is a return to the name: Mosaic Family Wealth Partners previously reported a position in TIP as recently as Q3 2024.

Mosaic Family Wealth Partners first reported a position in TIP in Q4 2022 and has held it in 9 quarters since. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Mosaic Family Wealth Partners held 16,365 shares of iShares TIPS Bond ETF worth $1.79M as of Q2 2026.
iShares TIPS Bond ETF was a new Mosaic Family Wealth Partners position in Q2 2026.
iShares TIPS Bond ETF made up 0.12% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #136 holding.
Mosaic Family Wealth Partners first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 9 quarters since.
1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.