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

Mosley 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 		$6.15M Buy
56,169
+53,242
+1,819% +$5.89M 1.96% 15
2026
Q1 		$326K Sell
2,927
-876
-23% -$97K 0.15% 124
2025
Q4 		$423K Buy
+3,803
New +$422K 0.19% 113
2024
Q3 		– Sell
-5,482
Closed -$585K – 121
2024
Q2 		$585K Sell
5,482
-167
-3% -$17.8K 0.5% 44
2024
Q1 		$607K Buy
5,649
+2
+0% +$214 0.57% 41
2023
Q4 		$607K Buy
+5,647
New +$590K 0.6% 35

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

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

Mosley Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 1,819% in Q2 2026, buying an estimated $5.89M and bringing the position to 56,169 shares worth $6.15M. The position accounts for 1.96% of the portfolio, ranked #15.

Mosley Wealth Management first reported a position in TIP in Q4 2023 and has held it in 6 quarters since. 641 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Mosley Wealth Management held 56,169 shares of iShares TIPS Bond ETF worth $6.15M as of Q2 2026.
  • Mosley Wealth Management bought 53,242 iShares TIPS Bond ETF shares in Q2 2026, an estimated $5.89M.
  • iShares TIPS Bond ETF made up 1.96% of Mosley Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Mosley Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • 641 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.