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NewEdge Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

NewEdge Wealth’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 		$281K Buy
+2,572
New +$284K ﹤0.01% 1061
2022
Q4 		– Sell
-4,572
Closed -$480K – 568
2022
Q3 		$480K Sell
4,572
-6,403
-58% -$725K 0.02% 361
2022
Q2 		$1.25M Sell
10,975
-55,205
-83% -$6.55M 0.06% 261
2022
Q1 		$8.24M Sell
66,180
-4,239
-6% -$533K 0.37% 74
2021
Q4 		$9.1M Buy
+70,419
New +$9.08M 0.38% 68

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Wealth's TIP Position: Q2 2026 in Review

NewEdge Wealth opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 2,572 shares worth $281K. The stake represents ﹤0.01% of the portfolio and ranks #1061 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in TIP as recently as Q3 2022.

NewEdge Wealth first reported a position in TIP in Q4 2021 and has held it in 5 quarters since. The position peaked at $9.1M in Q4 2021. 1,021 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • NewEdge Wealth held 2,572 shares of iShares TIPS Bond ETF worth $281K as of Q2 2026.
  • iShares TIPS Bond ETF was a new NewEdge Wealth position in Q2 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1061 holding.
  • NewEdge Wealth first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 5 quarters since.
  • NewEdge Wealth's iShares TIPS Bond ETF position peaked at $9.1M in Q4 2021.
  • 1,021 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.