RLIM
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Red Lighthouse Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

Red Lighthouse Investment 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
Q1 		– Sell
-352
Closed -$38.7K – 105
2025
Q4 		$38.7K Hold
352
– – 0.01% 82
2025
Q3 		$39.1K Hold
352
– – 0.01% 104
2025
Q2 		$38.7K Sell
352
-375
-52% -$40.9K 0.01% 103
2025
Q1 		$78.1K Buy
727
+375
+107% +$40.7K 0.03% 83
2024
Q4 		$37.5K Hold
352
– – 0.01% 102
2024
Q3 		$38.9K Hold
352
– – 0.02% 99
2024
Q2 		$37.6K Sell
352
-375
-52% -$39.9K 0.02% 96
2024
Q1 		$78.1K Hold
727
– – 0.03% 84
2023
Q4 		$78.1K Hold
727
– – 0.03% 80
2023
Q3 		$75.4K Hold
727
– – 0.04% 75
2023
Q2 		$78.2K Hold
727
– – 0.04% 76
2023
Q1 		$80.2K Hold
727
– – 0.04% 78
2022
Q4 		$77.4K Buy
+727
New +$77.6K 0.04% 78

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 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 $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Red Lighthouse Investment Management's TIP Position: Q1 2026 in Review

Red Lighthouse Investment Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2026, closing a stake of 352 shares — an estimated $38.7K sold.

Red Lighthouse Investment Management first reported a position in TIP in Q4 2022 and held it in 13 quarters. The position peaked at $80.2K in Q1 2023. 1,021 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Red Lighthouse Investment Management reported no remaining iShares TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Red Lighthouse Investment Management sold 352 iShares TIPS Bond ETF shares in Q1 2026, an estimated $38.7K.
  • Red Lighthouse Investment Management first reported a position in iShares TIPS Bond ETF in Q4 2022 and held it in 13 quarters.
  • Red Lighthouse Investment Management's iShares TIPS Bond ETF position peaked at $80.2K in Q1 2023.
  • 1,021 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q1 2026, filed 8 May 2026.