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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Perfromance Wealth Partners's TIP Position: Q1 2026 in Review

Perfromance Wealth Partners reduced its iShares TIPS Bond ETF (TIP) stake by 0.82% in Q1 2026, selling an estimated $7.75K and leaving 8,489 shares worth $937K. The position accounts for 0.03% of the portfolio, ranked #86.

Perfromance Wealth Partners first reported a position in TIP in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.43M in Q4 2021. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Perfromance Wealth Partners held 8,489 shares of iShares TIPS Bond ETF worth $937K as of Q1 2026.
  • Perfromance Wealth Partners sold 70 iShares TIPS Bond ETF shares in Q1 2026, an estimated $7.75K.
  • iShares TIPS Bond ETF made up 0.03% of Perfromance Wealth Partners's portfolio in Q1 2026, its #86 holding.
  • Perfromance Wealth Partners first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Perfromance Wealth Partners's iShares TIPS Bond ETF position peaked at $4.43M in Q4 2021.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.