Raffa Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Raffa Wealth Management’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	$69.1K	Buy	631 +10	+2%	+$1.1K	0.01%	154
2026 Q1	$68.5K	Hold	621	–	–	0.01%	139
2025 Q4	$68.2K	Buy	621 +7	+1%	+$777	0.01%	141
2025 Q3	$68.3K	Buy	614 +6	+1%	+$663	0.01%	140
2025 Q2	$66.9K	Buy	608 +8	+1%	+$873	0.01%	159
2025 Q1	$66.6K	Hold	600	–	–	0.02%	130
2024 Q4	$63.9K	Buy	600 +3	+0.5%	+$325	0.01%	135
2024 Q3	$65.9K	Buy	597 +4	+0.7%	+$435	0.02%	129
2024 Q2	$63.3K	Buy	593 +8	+1%	+$851	0.02%	185
2024 Q1	$62.8K	Hold	585	–	–	0.02%	178
2023 Q4	$62.9K	Buy	585 +5	+0.9%	+$523	0.02%	119
2023 Q3	$60.2K	Buy	580 +6	+1%	+$635	0.02%	116
2023 Q2	$61.8K	Buy	574 +5	+0.9%	+$544	0.02%	116
2023 Q1	$62.7K	Hold	569	–	–	0.02%	128
2022 Q4	$60.6K	Sell	569 -308	-35%	-$32.9K	0.02%	120
2022 Q3	$92K	Buy	877 +24	+3%	+$2.72K	0.04%	92
2022 Q2	$97.1K	Buy	853 +22	+3%	+$2.61K	0.04%	91
2022 Q1	$104K	Buy	831 +5	+0.6%	+$629	0.04%	90
2021 Q4	$107K	Buy	826 +537	+186%	+$69.2K	0.04%	92
2021 Q3	$36.9K	Buy	289 +6	+2%	+$774	0.01%	155
2021 Q2	$36.3K	Buy	283 +3	+1%	+$381	0.01%	156
2021 Q1	$35.2K	Hold	280	–	–	0.01%	155
2020 Q4	$35.8K	Hold	280	–	–	0.01%	148
2020 Q3	$35.4K	Hold	280	–	–	0.01%	138
2020 Q2	$34.5K	Sell	280 -32	-10%	-$3.89K	0.01%	135
2020 Q1	$36.8K	Buy	312 +32	+11%	+$3.77K	0.01%	120
2019 Q4	$32.7K	Hold	280	–	–	0.01%	163
2019 Q3	$32.6K	Buy	+280	New	+$32.5K	0.01%	164
2019 Q2	–	Sell	-368	Closed	-$41.6K	–	1321
2019 Q1	$41.6K	Sell	368 -400	-52%	-$44.4K	0.02%	123
2018 Q4	$84.1K	Buy	768 +2	+0.3%	+$218	0.03%	102
2018 Q3	$84.8K	Buy	766 +4	+0.5%	+$447	0.03%	108
2018 Q2	$86K	Sell	762 -996	-57%	-$112K	0.03%	95
2018 Q1	$199K	Hold	1,758	–	–	0.07%	75
2017 Q4	$201K	Buy	1,758 +722	+70%	+$82.1K	0.08%	83
2017 Q3	$118K	Buy	1,036 +3	+0.3%	+$342	0.05%	99
2017 Q2	$117K	Sell	1,033 -113	-10%	-$12.9K	0.05%	95
2017 Q1	$131K	Buy	1,146 +140	+14%	+$15.9K	0.06%	65
2016 Q4	$114K	Buy	1,006 +399	+66%	+$45.6K	0.06%	65
2016 Q3	$70.7K	Buy	607 +62	+11%	+$7.2K	0.04%	76
2016 Q2	$63.5K	Buy	545 +5	+0.9%	+$574	0.04%	71
2016 Q1	$62K	Buy	540 +4	+0.7%	+$447	0.04%	82
2015 Q4	$58.8K	Sell	536 -5	-0.9%	-$553	0.04%	74
2015 Q3	$59.9K	Sell	541 -53	-9%	-$5.91K	0.04%	76
2015 Q2	$66.6K	Buy	594 +164	+38%	+$18.5K	0.04%	72
2015 Q1	$48.8K	Hold	430	–	–	0.03%	80
2014 Q4	$48.2K	Hold	430	–	–	0.03%	79
2014 Q3	$48.2K	Sell	430 -110	-20%	-$12.6K	0.04%	81
2014 Q2	$62.3K	Buy	540 +110	+26%	+$12.5K	0.05%	68
2014 Q1	$48.2K	Hold	430	–	–	0.04%	83
2013 Q4	$48.2K	Buy	+430	New	+$48K	0.03%	79

Other funds holding TIP

Morgan Stanley New York $1.89T AUM 35.08% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Raffa Wealth Management's TIP Position: Q2 2026 in Review

Raffa Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 1.6% in Q2 2026, buying an estimated $1.1K and bringing the position to 631 shares worth $69.1K. The position accounts for 0.01% of the portfolio, ranked #154.

Raffa Wealth Management first reported a position in TIP in Q4 2013 and has held it in 50 quarters since. The position peaked at $201K in Q4 2017. 977 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Raffa Wealth Management held 631 shares of iShares TIPS Bond ETF worth $69.1K as of Q2 2026.
Raffa Wealth Management bought 10 iShares TIPS Bond ETF shares in Q2 2026, an estimated $1.1K.
iShares TIPS Bond ETF made up 0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #154 holding.
Raffa Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2013 and has held it in 50 quarters since.
Raffa Wealth Management's iShares TIPS Bond ETF position peaked at $201K in Q4 2017.
977 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.