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

Quotient 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
Q1 		$52.3M Buy
473,810
+19,162
+4% +$2.12M 1.38% 19
2025
Q4 		$50M Buy
454,648
+26,086
+6% +$2.89M 1.33% 20
2025
Q3 		$47.7M Buy
428,562
+19,294
+5% +$2.13M 1.31% 20
2025
Q2 		$45M Buy
409,268
+8,202
+2% +$895K 1.33% 20
2025
Q1 		$44.6M Buy
401,066
+6,496
+2% +$706K 1.42% 20
2024
Q4 		$42M Buy
394,570
+12,055
+3% +$1.31M 1.38% 20
2024
Q3 		$42.3M Buy
382,515
+11,669
+3% +$1.27M 1.39% 20
2024
Q2 		$39.6M Buy
370,846
+365,458
+6,783% +$38.9M 1.39% 20
2024
Q1 		$579K Sell
5,388
-2,915
-35% -$311K 0.02% 157
2023
Q4 		$892K Buy
+8,303
New +$868K 0.03% 132

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Quotient Wealth Partners's TIP Position: Q1 2026 in Review

Quotient Wealth Partners increased its iShares TIPS Bond ETF (TIP) stake by 4.2% in Q1 2026, buying an estimated $2.12M and bringing the position to 473,810 shares worth $52.3M. The position accounts for 1.38% of the portfolio, ranked #19.

Quotient Wealth Partners first reported a position in TIP in Q4 2023 and has held it in 10 quarters since. 1,014 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Quotient Wealth Partners held 473,810 shares of iShares TIPS Bond ETF worth $52.3M as of Q1 2026.
  • Quotient Wealth Partners bought 19,162 iShares TIPS Bond ETF shares in Q1 2026, an estimated $2.12M.
  • iShares TIPS Bond ETF made up 1.38% of Quotient Wealth Partners's portfolio in Q1 2026, its #19 holding.
  • Quotient Wealth Partners first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.