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Perissos Private Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Perissos Private Wealth Management’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 		$6.38M Buy
58,305
+3,252
+6% +$359K 4.3% 4
2026
Q1 		$6.08M Buy
55,053
+39,112
+245% +$4.33M 5.27% 2
2025
Q4 		$1.75M Sell
15,941
-263
-2% -$29.2K 1.51% 23
2025
Q3 		$1.8M Buy
16,204
+263
+2% +$29.1K 1.31% 23
2025
Q2 		$1.75M Buy
15,941
+1,086
+7% +$118K 1.39% 25
2025
Q1 		$1.65M Buy
14,855
+1,436
+11% +$156K 1.5% 22
2024
Q4 		$1.43M Sell
13,419
-180
-1% -$19.5K 1.07% 33
2024
Q3 		$1.5M Sell
13,599
-147
-1% -$16K 1.21% 27
2024
Q2 		$1.47M Buy
13,746
+3,038
+28% +$323K 1.32% 25
2024
Q1 		$1.15M Buy
+10,708
New +$1.14M 1.04% 32

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

Perissos Private Wealth Management's TIP Position: Q2 2026 in Review

Perissos Private Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 5.9% in Q2 2026, buying an estimated $359K and bringing the position to 58,305 shares worth $6.38M. The position accounts for 4.3% of the portfolio, ranked #4.

Perissos Private Wealth Management first reported a position in TIP in Q1 2024 and has held it in 10 quarters since. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Perissos Private Wealth Management held 58,305 shares of iShares TIPS Bond ETF worth $6.38M as of Q2 2026.
  • Perissos Private Wealth Management bought 3,252 iShares TIPS Bond ETF shares in Q2 2026, an estimated $359K.
  • iShares TIPS Bond ETF made up 4.3% of Perissos Private Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Perissos Private Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.