Peak Financial Management’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.32M | Sell |
21,004
-414
| -2% | -$45.8K | 0.59% | 29 |
|
|
2025
Q4 | $2.35M | Buy |
21,418
+76
| +0.4% | +$8.43K | 0.61% | 31 |
|
|
2025
Q3 | $2.37M | Sell |
21,342
-5,122
| -19% | -$566K | 0.63% | 30 |
|
|
2025
Q2 | $2.91M | Sell |
26,464
-8,354
| -24% | -$911K | 0.83% | 27 |
|
|
2025
Q1 | $3.87M | Buy |
34,818
+751
| +2% | +$81.6K | 1.16% | 24 |
|
|
2024
Q4 | $3.63M | Buy |
34,067
+397
| +1% | +$43K | 1.09% | 26 |
|
|
2024
Q3 | $3.72M | Buy |
33,670
+227
| +0.7% | +$24.7K | 1.09% | 25 |
|
|
2024
Q2 | $3.57M | Sell |
33,443
-1,650
| -5% | -$175K | 1.12% | 27 |
|
|
2024
Q1 | $3.77M | Sell |
35,093
-194
| -0.5% | -$20.7K | 1.19% | 26 |
|
|
2023
Q4 | $3.79M | Sell |
35,287
-4,699
| -12% | -$491K | 1.27% | 26 |
|
|
2023
Q3 | $4.15M | Buy |
39,986
+622
| +2% | +$65.8K | 1.51% | 25 |
|
|
2023
Q2 | $4.24M | Buy |
39,364
+372
| +1% | +$40.5K | 1.51% | 26 |
|
|
2023
Q1 | $4.3M | Sell |
38,992
-1,099
| -3% | -$119K | 1.6% | 26 |
|
|
2022
Q4 | $4.27M | Buy |
40,091
+824
| +2% | +$88K | 1.68% | 25 |
|
|
2022
Q3 | $4.12M | Sell |
39,267
-831
| -2% | -$94.1K | 1.72% | 25 |
|
|
2022
Q2 | $4.57M | Buy |
40,098
+1,660
| +4% | +$197K | 1.76% | 24 |
|
|
2022
Q1 | $4.79M | Buy |
38,438
+2,967
| +8% | +$373K | 1.6% | 27 |
|
|
2021
Q4 | $4.58M | Buy |
35,471
+2,167
| +7% | +$279K | 1.48% | 28 |
|
|
2021
Q3 | $4.25M | Buy |
33,304
+1,760
| +6% | +$227K | 1.44% | 29 |
|
|
2021
Q2 | $4.04M | Buy |
31,544
+2,091
| +7% | +$266K | 1.37% | 29 |
|
|
2021
Q1 | $3.7M | Sell |
29,453
-379
| -1% | -$48K | 1.34% | 29 |
|
|
2020
Q4 | $3.81M | Buy |
29,832
+1,459
| +5% | +$184K | 1.43% | 28 |
|
|
2020
Q3 | $3.59M | Buy |
28,373
+4,055
| +17% | +$509K | 1.55% | 27 |
|
|
2020
Q2 | $2.99M | Sell |
24,318
-144
| -0.6% | -$17.5K | 1.4% | 29 |
|
|
2020
Q1 | $2.88M | Buy |
24,462
+497
| +2% | +$58.5K | 1.47% | 28 |
|
|
2019
Q4 | $2.79M | Buy |
23,965
+898
| +4% | +$104K | 1.19% | 29 |
|
|
2019
Q3 | $2.68M | Buy |
23,067
+912
| +4% | +$106K | 1.19% | 30 |
|
|
2019
Q2 | $2.56M | Buy |
22,155
+185
| +0.8% | +$21K | 1.15% | 30 |
|
|
2019
Q1 | $2.48M | Sell |
21,970
-1,436
| -6% | -$159K | 1.14% | 29 |
|
|
2018
Q4 | $2.56M | Sell |
23,406
-1,215
| -5% | -$133K | 1.26% | 29 |
|
|
2018
Q3 | $2.72M | Buy |
24,621
+1,623
| +7% | +$181K | 1.23% | 25 |
|
|
2018
Q2 | $2.6M | Buy |
22,998
+2,324
| +11% | +$261K | 1.2% | 25 |
|
|
2018
Q1 | $2.34M | Buy |
20,674
+596
| +3% | +$67.1K | 1.11% | 26 |
|
|
2017
Q4 | $2.29M | Buy |
20,078
+12,038
| +150% | +$1.37M | 0.87% | 26 |
|
|
2017
Q3 | $913K | Buy |
+8,040
| New | +$915K | 0.35% | 28 |
|
Other funds holding TIP
SLI
Peak Financial Management's TIP Position: Q1 2026 in Review
Peak Financial Management reduced its iShares TIPS Bond ETF (TIP) stake by 1.9% in Q1 2026, selling an estimated $45.8K and leaving 21,004 shares worth $2.32M. The position accounts for 0.59% of the portfolio, ranked #29.
Peak Financial Management first reported a position in TIP in Q3 2017 and has held it in 35 quarters since. The position peaked at $4.79M in Q1 2022. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.
- Peak Financial Management held 21,004 shares of iShares TIPS Bond ETF worth $2.32M as of Q1 2026.
- Peak Financial Management sold 414 iShares TIPS Bond ETF shares in Q1 2026, an estimated $45.8K.
- iShares TIPS Bond ETF made up 0.59% of Peak Financial Management's portfolio in Q1 2026, its #29 holding.
- Peak Financial Management first reported a position in iShares TIPS Bond ETF in Q3 2017 and has held it in 35 quarters since.
- Peak Financial Management's iShares TIPS Bond ETF position peaked at $4.79M in Q1 2022.
- 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.
Based on Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.