Narus Financial Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Narus Financial 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 Q1	$344K	Buy	3,117 +777	+33%	+$86K	0.09%	123
2025 Q4	$257K	Sell	2,340 -25	-1%	-$2.77K	0.07%	145
2025 Q3	$263K	Buy	2,365 +388	+20%	+$42.9K	0.07%	148
2025 Q2	$218K	Sell	1,977 -81	-4%	-$8.84K	0.07%	150
2025 Q1	$229K	Buy	+2,058	New	+$224K	0.08%	137
2023 Q2	–	Sell	-2,263	Closed	-$250K	–	124
2023 Q1	$250K	Sell	2,263 -368	-14%	-$39.8K	0.14%	98
2022 Q4	$280K	Sell	2,631 -810	-24%	-$86.5K	0.16%	89
2022 Q3	$361K	Buy	3,441 +1,588	+86%	+$180K	0.23%	72
2022 Q2	$211K	Sell	1,853 -3,683	-67%	-$437K	0.13%	106
2022 Q1	$690K	Buy	+5,536	New	+$696K	0.39%	45
2021 Q1	$233K	Buy	+1,858	New	+$235K	0.14%	95

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

Narus Financial Partners's TIP Position: Q1 2026 in Review

Narus Financial Partners increased its iShares TIPS Bond ETF (TIP) stake by 33% in Q1 2026, buying an estimated $86K and bringing the position to 3,117 shares worth $344K. The position accounts for 0.09% of the portfolio, ranked #123.

Narus Financial Partners first reported a position in TIP in Q1 2021 and has held it in 11 quarters since. The position peaked at $690K in Q1 2022. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Narus Financial Partners held 3,117 shares of iShares TIPS Bond ETF worth $344K as of Q1 2026.
Narus Financial Partners bought 777 iShares TIPS Bond ETF shares in Q1 2026, an estimated $86K.
iShares TIPS Bond ETF made up 0.09% of Narus Financial Partners's portfolio in Q1 2026, its #123 holding.
Narus Financial Partners first reported a position in iShares TIPS Bond ETF in Q1 2021 and has held it in 11 quarters since.
Narus Financial Partners's iShares TIPS Bond ETF position peaked at $690K in Q1 2022.
1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.