NWM
TIP icon

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

Northwest 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 		$521K Sell
4,757
-687
-13% -$75.9K 0.07% 126
2026
Q1 		$601K Sell
5,444
-1,547
-22% -$171K 0.09% 109
2025
Q4 		$768K Sell
6,991
-1,575
-18% -$175K 0.12% 85
2025
Q3 		$953K Sell
8,566
-787
-8% -$86.9K 0.16% 76
2025
Q2 		$1.03M Buy
9,353
+101
+1% +$11K 0.19% 67
2025
Q1 		$1.03M Sell
9,252
-853
-8% -$92.7K 0.2% 69
2024
Q4 		$1.08M Sell
10,105
-2,008
-17% -$217K 0.23% 66
2024
Q3 		$1.34M Sell
12,113
-975
-7% -$106K 0.31% 62
2024
Q2 		$1.4M Sell
13,088
-1,074
-8% -$114K 0.36% 58
2024
Q1 		$1.52M Sell
14,162
-4,391
-24% -$469K 0.42% 53
2023
Q4 		$1.99M Sell
18,553
-4,029
-18% -$421K 0.6% 42
2023
Q3 		$2.34M Sell
22,582
-1,073
-5% -$114K 0.84% 31
2023
Q2 		$2.55M Sell
23,655
-1,758
-7% -$191K 0.92% 31
2023
Q1 		$2.8M Sell
25,413
-1,664
-6% -$180K 1.07% 30
2022
Q4 		$2.88M Sell
27,077
-3,394
-11% -$362K 1.23% 29
2022
Q3 		$3.2M Sell
30,471
-1,003
-3% -$114K 1.41% 21
2022
Q2 		$3.58M Buy
31,474
+6,169
+24% +$732K 1.55% 16
2022
Q1 		$3.15M Buy
25,305
+1,012
+4% +$127K 1.54% 17
2021
Q4 		$3.14M Buy
24,293
+668
+3% +$86.1K 1.46% 20
2021
Q3 		$3.02M Sell
23,625
-631
-3% -$81.4K 1.5% 18
2021
Q2 		$3.1M Buy
24,256
+5,670
+31% +$720K 1.64% 15
2021
Q1 		$2.33M Buy
18,586
+79
+0.4% +$10K 1.46% 17
2020
Q4 		$2.36M Buy
18,507
+2,658
+17% +$335K 1.63% 16
2020
Q3 		$2M Sell
15,849
-4,006
-20% -$503K 1.66% 19
2020
Q2 		$2.44M Sell
19,855
-1,598
-7% -$194K 2.13% 14
2020
Q1 		$2.53M Sell
21,453
-1,611
-7% -$190K 2.56% 13
2019
Q4 		$2.69M Sell
23,064
-3,323
-13% -$386K 2.46% 11
2019
Q3 		$3.07M Sell
26,387
-5,026
-16% -$583K 2.52% 7
2019
Q2 		$3.63M Buy
31,413
+1,132
+4% +$129K 2.93% 6
2019
Q1 		$3.42M Sell
30,281
-426
-1% -$47.3K 2.58% 7
2018
Q4 		$3.36M Sell
30,707
-251
-0.8% -$27.4K 2.85% 6
2018
Q3 		$3.42M Sell
30,958
-3,671
-11% -$410K 2.56% 8
2018
Q2 		$3.91M Buy
34,629
+854
+3% +$95.8K 2.94% 6
2018
Q1 		$3.82M Buy
33,775
+5,705
+20% +$642K 2.84% 6
2017
Q4 		$3.2M Buy
28,070
+5,263
+23% +$599K 2.61% 10
2017
Q3 		$2.59M Buy
22,807
+974
+4% +$111K 3.62% 9
2017
Q2 		$2.48M Buy
21,833
+300
+1% +$34.3K 2.26% 14
2017
Q1 		$2.47M Buy
21,533
+3,350
+18% +$382K 2.29% 13
2016
Q4 		$2.06M Buy
+18,183
New +$2.08M 2.1% 14

Other funds holding TIP

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

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

Northwest Wealth Management reduced its iShares TIPS Bond ETF (TIP) stake by 13% in Q2 2026, selling an estimated $75.9K and leaving 4,757 shares worth $521K. The position accounts for 0.07% of the portfolio, ranked #126.

Northwest Wealth Management first reported a position in TIP in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.91M in Q2 2018. 475 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Northwest Wealth Management held 4,757 shares of iShares TIPS Bond ETF worth $521K as of Q2 2026.
  • Northwest Wealth Management sold 687 iShares TIPS Bond ETF shares in Q2 2026, an estimated $75.9K.
  • iShares TIPS Bond ETF made up 0.07% of Northwest Wealth Management's portfolio in Q2 2026, its #126 holding.
  • Northwest Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • Northwest Wealth Management's iShares TIPS Bond ETF position peaked at $3.91M in Q2 2018.
  • 475 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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