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 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 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

Perissos Private Wealth Management's TIP Position: Q1 2026 in Review

Perissos Private Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 245% in Q1 2026, buying an estimated $4.33M and bringing the position to 55,053 shares worth $6.08M. The position accounts for 5.27% of the portfolio, ranked #2.

Perissos Private Wealth Management first reported a position in TIP in Q1 2024 and has held it in 9 quarters since. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Perissos Private Wealth Management held 55,053 shares of iShares TIPS Bond ETF worth $6.08M as of Q1 2026.
Perissos Private Wealth Management bought 39,112 iShares TIPS Bond ETF shares in Q1 2026, an estimated $4.33M.
iShares TIPS Bond ETF made up 5.27% of Perissos Private Wealth Management's portfolio in Q1 2026, its #2 holding.
Perissos Private Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2024 and has held it in 9 quarters since.
1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Perissos Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.