PWA
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Physician Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Physician Wealth Advisors’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 		$35.1K Buy
321
+1
+0.3% +$111 ﹤0.01% 521
2026
Q1 		$35.3K Buy
320
+44
+16% +$4.87K ﹤0.01% 481
2025
Q4 		$30.3K Hold
276
– – ﹤0.01% 490
2025
Q3 		$30.7K Hold
276
– – ﹤0.01% 477
2025
Q2 		$30.4K Hold
276
– – ﹤0.01% 435
2025
Q1 		$30.7K Sell
276
-315
-53% -$34.2K 0.01% 414
2024
Q4 		$63K Buy
+591
New +$64K 0.01% 311
2022
Q1 		– Sell
-2,230
Closed -$281K – 167
2021
Q4 		$281K Buy
2,230
+77
+4% +$9.93K 0.07% 133
2021
Q3 		$277K Buy
2,153
+98
+5% +$12.6K 0.08% 128
2021
Q2 		$265K Sell
2,055
-34
-2% -$4.32K 0.08% 124
2021
Q1 		$262K Hold
2,089
– – 0.09% 122
2020
Q4 		$264K Buy
2,089
+447
+27% +$56.4K 0.09% 115
2020
Q3 		$206K Hold
1,642
– – 0.08% 124
2020
Q2 		$207K Buy
+1,642
New +$200K 0.08% 128
2020
Q1 		– Sell
-2,722
Closed -$319K – 125
2019
Q4 		$319K Hold
2,722
– – 0.14% 87
2019
Q3 		$317K Buy
+2,722
New +$316K 0.15% 83

Other funds holding TIP

VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

Physician Wealth Advisors's TIP Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares TIPS Bond ETF (TIP) stake by 0.31% in Q2 2026, buying an estimated $111 and bringing the position to 321 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Physician Wealth Advisors first reported a position in TIP in Q3 2019 and has held it in 16 quarters since. The position peaked at $319K in Q4 2019. 198 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Physician Wealth Advisors held 321 shares of iShares TIPS Bond ETF worth $35.1K as of Q2 2026.
  • Physician Wealth Advisors bought 1 iShares TIPS Bond ETF share in Q2 2026, an estimated $111.
  • iShares TIPS Bond ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #521 holding.
  • Physician Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q3 2019 and has held it in 16 quarters since.
  • Physician Wealth Advisors's iShares TIPS Bond ETF position peaked at $319K in Q4 2019.
  • 198 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.