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

Olistico 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 		$8.21K Hold
75
– – ﹤0.01% 263
2026
Q1 		$8.28K Hold
75
– – ﹤0.01% 267
2025
Q4 		$8.24K Buy
+75
New +$8.32K ﹤0.01% 263
2025
Q3 		– Sell
-75
Closed -$8.25K – 308
2025
Q2 		$8.25K Hold
75
– – ﹤0.01% 273
2025
Q1 		$8.33K Hold
75
– – 0.01% 261
2024
Q4 		$7.99K Hold
75
– – ﹤0.01% 253
2024
Q3 		$8.29K Hold
75
– – 0.01% 254
2024
Q2 		$8.01K Buy
+75
New +$7.97K 0.01% 254

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

Olistico Wealth's TIP Position: Q2 2026 in Review

Olistico Wealth held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 75 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Olistico Wealth first reported a position in TIP in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.33K in Q1 2025. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Olistico Wealth held 75 shares of iShares TIPS Bond ETF worth $8.21K as of Q2 2026.
  • Olistico Wealth left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of Olistico Wealth's portfolio in Q2 2026, its #263 holding.
  • Olistico Wealth first reported a position in iShares TIPS Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Olistico Wealth's iShares TIPS Bond ETF position peaked at $8.33K in Q1 2025.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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