Principle Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Principle 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 Q2	$206K	Hold	1,878	–	–	0.01%	386
2026 Q1	$207K	Hold	1,878	–	–	0.01%	365
2025 Q4	$206K	Sell	1,878 -4	-0.2%	-$444	0.01%	359
2025 Q3	$209K	Sell	1,882 -100	-5%	-$11K	0.01%	349
2025 Q2	$218K	Sell	1,982 -2	-0.1%	-$218	0.01%	342
2025 Q1	$220K	Buy	1,984 +6	+0.3%	+$652	0.02%	325
2024 Q4	$211K	Hold	1,978	–	–	0.01%	324
2024 Q3	$219K	Hold	1,978	–	–	0.02%	319
2024 Q2	$211K	Hold	1,978	–	–	0.02%	316
2024 Q1	$212K	Hold	1,978	–	–	0.02%	328
2023 Q4	$213K	Hold	1,978	–	–	0.02%	319
2023 Q3	$205K	Hold	1,978	–	–	0.02%	309
2023 Q2	$213K	Hold	1,978	–	–	0.02%	310
2023 Q1	$218K	Hold	1,978	–	–	0.02%	300
2022 Q4	$211K	Sell	1,978 -101	-5%	-$10.8K	0.02%	297
2022 Q3	$218K	Buy	2,079 +285	+16%	+$32.3K	0.02%	277
2022 Q2	$204K	Sell	1,794 -36	-2%	-$4.27K	0.02%	297
2022 Q1	$228K	Hold	1,830	–	–	0.02%	296
2021 Q4	$236K	Hold	1,830	–	–	0.02%	293
2021 Q3	$234K	Hold	1,830	–	–	0.03%	286
2021 Q2	$234K	Hold	1,830	–	–	0.03%	291
2021 Q1	$230K	Hold	1,830	–	–	0.03%	266
2020 Q4	$234K	Buy	+1,830	New	+$231K	0.03%	251

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principle Wealth Partners's TIP Position: Q2 2026 in Review

Principle Wealth Partners held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 1,878 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #386.

Principle Wealth Partners first reported a position in TIP in Q4 2020 and has held it in 23 quarters since. The position peaked at $236K in Q4 2021. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Principle Wealth Partners held 1,878 shares of iShares TIPS Bond ETF worth $206K as of Q2 2026.
Principle Wealth Partners left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
iShares TIPS Bond ETF made up 0.01% of Principle Wealth Partners's portfolio in Q2 2026, its #386 holding.
Principle Wealth Partners first reported a position in iShares TIPS Bond ETF in Q4 2020 and has held it in 23 quarters since.
Principle Wealth Partners's iShares TIPS Bond ETF position peaked at $236K in Q4 2021.
1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.