PWG
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Portside Wealth Group’s iShares TIPS Bond ETF TIP Stock Holding History

Portside Wealth Group’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 		$917K Buy
8,378
+608
+8% +$67.2K 0.11% 204
2026
Q1 		$857K Sell
7,770
-339
-4% -$37.5K 0.12% 183
2025
Q4 		$891K Sell
8,109
-421
-5% -$46.7K 0.12% 182
2025
Q3 		$949K Sell
8,530
-4,900
-36% -$541K 0.13% 169
2025
Q2 		$1.48M Sell
13,430
-38,709
-74% -$4.22M 0.22% 104
2025
Q1 		$5.79M Buy
52,139
+21,814
+72% +$2.37M 0.94% 21
2024
Q4 		$3.23M Buy
30,325
+1,483
+5% +$161K 0.53% 49
2024
Q3 		$3.19M Buy
28,842
+7,989
+38% +$868K 0.54% 49
2024
Q2 		$2.23M Buy
20,853
+4,033
+24% +$429K 0.42% 64
2024
Q1 		$1.81M Sell
16,820
-8,738
-34% -$934K 0.33% 81
2023
Q4 		$2.75M Buy
25,558
+2,023
+9% +$212K 0.51% 53
2023
Q3 		$2.44M Buy
+23,535
New +$2.49M 0.46% 60

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

Portside Wealth Group's TIP Position: Q2 2026 in Review

Portside Wealth Group increased its iShares TIPS Bond ETF (TIP) stake by 7.8% in Q2 2026, buying an estimated $67.2K and bringing the position to 8,378 shares worth $917K. The position accounts for 0.11% of the portfolio, ranked #204.

Portside Wealth Group first reported a position in TIP in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.79M in Q1 2025. 170 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Portside Wealth Group held 8,378 shares of iShares TIPS Bond ETF worth $917K as of Q2 2026.
  • Portside Wealth Group bought 608 iShares TIPS Bond ETF shares in Q2 2026, an estimated $67.2K.
  • iShares TIPS Bond ETF made up 0.11% of Portside Wealth Group's portfolio in Q2 2026, its #204 holding.
  • Portside Wealth Group first reported a position in iShares TIPS Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Portside Wealth Group's iShares TIPS Bond ETF position peaked at $5.79M in Q1 2025.
  • 170 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.