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Perfromance Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Perfromance Wealth Partners’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 		$1.26M Buy
11,495
+3,006
+35% +$332K 0.03% 85
2026
Q1 		$937K Sell
8,489
-70
-0.8% -$7.75K 0.03% 86
2025
Q4 		$941K Sell
8,559
-682
-7% -$75.7K 0.03% 83
2025
Q3 		$1.03M Sell
9,241
-499
-5% -$55.1K 0.03% 76
2025
Q2 		$1.07M Sell
9,740
-110
-1% -$12K 0.03% 67
2025
Q1 		$1.09M Sell
9,850
-187
-2% -$20.3K 0.04% 59
2024
Q4 		$1.07M Sell
10,037
-702
-7% -$76K 0.03% 61
2024
Q3 		$1.19M Sell
10,739
-109
-1% -$11.8K 0.04% 60
2024
Q2 		$1.16M Sell
10,848
-13,868
-56% -$1.47M 0.04% 55
2024
Q1 		$2.65M Sell
24,716
-1,764
-7% -$188K 0.11% 44
2023
Q4 		$2.85M Sell
26,480
-1,694
-6% -$177K 0.13% 50
2023
Q3 		$2.92M Sell
28,174
-930
-3% -$98.4K 0.14% 53
2023
Q2 		$3.1M Sell
29,104
-67
-0.2% -$7.3K 0.14% 51
2023
Q1 		$3.22M Sell
29,171
-2,906
-9% -$314K 0.16% 48
2022
Q4 		$3.41M Sell
32,077
-1,999
-6% -$213K 0.21% 38
2022
Q3 		$3.58M Buy
34,076
+62
+0.2% +$7.02K 0.21% 34
2022
Q2 		$3.88M Sell
34,014
-473
-1% -$56.1K 0.22% 37
2022
Q1 		$4.3M Buy
34,487
+183
+0.5% +$23K 0.19% 39
2021
Q4 		$4.43M Buy
+34,304
New +$4.42M 0.18% 43

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

Perfromance Wealth Partners's TIP Position: Q2 2026 in Review

Perfromance Wealth Partners increased its iShares TIPS Bond ETF (TIP) stake by 35% in Q2 2026, buying an estimated $332K and bringing the position to 11,495 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #85.

Perfromance Wealth Partners first reported a position in TIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.43M in Q4 2021. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Perfromance Wealth Partners held 11,495 shares of iShares TIPS Bond ETF worth $1.26M as of Q2 2026.
  • Perfromance Wealth Partners bought 3,006 iShares TIPS Bond ETF shares in Q2 2026, an estimated $332K.
  • iShares TIPS Bond ETF made up 0.03% of Perfromance Wealth Partners's portfolio in Q2 2026, its #85 holding.
  • Perfromance Wealth Partners first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Perfromance Wealth Partners's iShares TIPS Bond ETF position peaked at $4.43M in Q4 2021.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.