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

Pacific Capital 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 Q1	–	Sell	-2,026	Closed	-$223K	–	89
2025 Q4	$223K	Hold	2,026	–	–	0.04%	73
2025 Q3	$225K	Sell	2,026 -658	-25%	-$72.7K	0.04%	76
2025 Q2	$293K	Sell	2,684 -354	-12%	-$38.6K	0.05%	61
2025 Q1	$337K	Hold	3,038	–	–	0.06%	62
2024 Q4	$324K	Hold	3,038	–	–	0.05%	61
2024 Q3	$336K	Sell	3,038 -268	-8%	-$29.1K	0.06%	59
2024 Q2	$353K	Buy	3,306 +3,004	+995%	+$319K	0.06%	52
2024 Q1	$32.5K	Hold	302	–	–	0.01%	166
2023 Q4	$32.5K	Buy	+302	New	+$31.6K	0.01%	164
2023 Q2	–	Sell	-1,899	Closed	-$209K	–	84
2023 Q1	$209K	Hold	1,899	–	–	0.05%	83
2022 Q4	$202K	Buy	+1,899	New	+$203K	0.05%	86
2022 Q3	–	Sell	-1,853	Closed	-$211K	–	92
2022 Q2	$211K	Buy	1,853 +6	+0.3%	+$712	0.06%	79
2022 Q1	$230K	Buy	1,847 +2	+0.1%	+$252	0.07%	86
2021 Q4	$238K	Buy	1,845 +12	+0.7%	+$1.55K	0.07%	84
2021 Q3	$234K	Buy	1,833 +35	+2%	+$4.51K	0.07%	78
2021 Q2	$230K	Buy	+1,798	New	+$228K	0.12%	70

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

Pacific Capital Wealth Advisors's TIP Position: Q1 2026 in Review

Pacific Capital Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2026, closing a stake of 2,026 shares — an estimated $223K sold.

Pacific Capital Wealth Advisors first reported a position in TIP in Q2 2021 and held it in 16 quarters. The position peaked at $353K in Q2 2024. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Pacific Capital Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 2,026 iShares TIPS Bond ETF shares in Q1 2026, an estimated $223K.
Pacific Capital Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q2 2021 and held it in 16 quarters.
Pacific Capital Wealth Advisors's iShares TIPS Bond ETF position peaked at $353K in Q2 2024.
1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.