Quest 10 Wealth Builders’s iShares TIPS Bond ETF TIP Stock Holding History

Quest 10 Wealth Builders’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	$543K	Buy	4,962 +18	+0.4%	+$1.99K	0.42%	59
2026 Q1	$546K	Sell	4,944 -20	-0.4%	-$2.21K	0.48%	54
2025 Q4	$546K	Sell	4,964 -1,514	-23%	-$168K	0.49%	53
2025 Q3	$720K	Buy	6,478 +923	+17%	+$102K	0.66%	40
2025 Q2	$611K	Sell	5,555 -880	-14%	-$96K	0.6%	44
2025 Q1	$713K	Buy	6,435 +70	+1%	+$7.6K	0.76%	35
2024 Q4	$678K	Buy	+6,365	New	+$689K	0.67%	39

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

Quest 10 Wealth Builders's TIP Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its iShares TIPS Bond ETF (TIP) stake by 0.36% in Q2 2026, buying an estimated $1.99K and bringing the position to 4,962 shares worth $543K. The position accounts for 0.42% of the portfolio, ranked #59.

Quest 10 Wealth Builders first reported a position in TIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $720K in Q3 2025. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Quest 10 Wealth Builders held 4,962 shares of iShares TIPS Bond ETF worth $543K as of Q2 2026.
Quest 10 Wealth Builders bought 18 iShares TIPS Bond ETF shares in Q2 2026, an estimated $1.99K.
iShares TIPS Bond ETF made up 0.42% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #59 holding.
Quest 10 Wealth Builders first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's iShares TIPS Bond ETF position peaked at $720K in Q3 2025.
1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.