One Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

One Wealth Advisors’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	$239K	Buy	+2,180	New	+$241K	0.03%	293
2024 Q2	–	Sell	-7,549	Closed	-$811K	–	271
2024 Q1	$811K	Sell	7,549 -9,402	-55%	-$1M	0.14%	87
2023 Q4	$1.82M	Buy	16,951 +227	+1%	+$23.7K	0.35%	47
2023 Q3	$1.73M	Buy	+16,724	New	+$1.77M	0.39%	48
2023 Q1	–	Sell	-4,094	Closed	-$436K	–	558
2022 Q4	$436K	Buy	+4,094	New	+$437K	0.1%	105
2018 Q1	–	Sell	-88	Closed	-$10K	–	577
2017 Q4	$10K	Buy	+88	New	+$10K	0.01%	355

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

One Wealth Advisors's TIP Position: Q2 2026 in Review

One Wealth Advisors opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 2,180 shares worth $239K. The stake represents 0.03% of the portfolio and ranks #293 among its holdings. This is a return to the name: One Wealth Advisors previously reported a position in TIP as recently as Q1 2024.

One Wealth Advisors first reported a position in TIP in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.82M in Q4 2023. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

One Wealth Advisors held 2,180 shares of iShares TIPS Bond ETF worth $239K as of Q2 2026.
iShares TIPS Bond ETF was a new One Wealth Advisors position in Q2 2026.
iShares TIPS Bond ETF made up 0.03% of One Wealth Advisors's portfolio in Q2 2026, its #293 holding.
One Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2017 and has held it in 6 quarters since.
One Wealth Advisors's iShares TIPS Bond ETF position peaked at $1.82M in Q4 2023.
1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.