RWI
TIP icon

Red Wave Investments’s iShares TIPS Bond ETF TIP Stock Holding History

Red Wave Investments’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 		$681K Sell
6,220
-105
-2% -$11.6K 0.17% 60
2026
Q1 		$698K Hold
6,325
– – 0.21% 54
2025
Q4 		$695K Sell
6,325
-35
-0.6% -$3.88K 0.21% 52
2025
Q3 		$707K Hold
6,360
– – 0.22% 50
2025
Q2 		$700K Sell
6,360
-8
-0.1% -$873 0.23% 50
2025
Q1 		$707K Sell
6,368
-171
-3% -$18.6K 0.25% 47
2024
Q4 		$697K Sell
6,539
-1,607
-20% -$174K 0.24% 51
2024
Q3 		$900K Sell
8,146
-755
-8% -$82K 0.31% 43
2024
Q2 		$950K Sell
8,901
-1,166
-12% -$124K 0.35% 42
2024
Q1 		$1.08M Sell
10,067
-997
-9% -$107K 0.41% 40
2023
Q4 		$1.19M Sell
11,064
-4,191
-27% -$438K 0.47% 37
2023
Q3 		$1.58M Sell
15,255
-10,118
-40% -$1.07M 0.68% 31
2023
Q2 		$2.73M Sell
25,373
-7,756
-23% -$845K 1.1% 26
2023
Q1 		$3.65M Sell
33,129
-3,149
-9% -$341K 1.52% 23
2022
Q4 		$3.86M Sell
36,278
-7,777
-18% -$830K 1.63% 21
2022
Q3 		$4.62M Buy
44,055
+7,698
+21% +$872K 2% 16
2022
Q2 		$4.14M Buy
36,357
+23,864
+191% +$2.83M 1.7% 20
2022
Q1 		$1.56M Buy
12,493
+10,411
+500% +$1.31M 0.55% 33
2021
Q4 		$269K Buy
+2,082
New +$268K 0.09% 80

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Red Wave Investments's TIP Position: Q2 2026 in Review

Red Wave Investments reduced its iShares TIPS Bond ETF (TIP) stake by 1.7% in Q2 2026, selling an estimated $11.6K and leaving 6,220 shares worth $681K. The position accounts for 0.17% of the portfolio, ranked #60.

Red Wave Investments first reported a position in TIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.62M in Q3 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Red Wave Investments held 6,220 shares of iShares TIPS Bond ETF worth $681K as of Q2 2026.
  • Red Wave Investments sold 105 iShares TIPS Bond ETF shares in Q2 2026, an estimated $11.6K.
  • iShares TIPS Bond ETF made up 0.17% of Red Wave Investments's portfolio in Q2 2026, its #60 holding.
  • Red Wave Investments first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Red Wave Investments's iShares TIPS Bond ETF position peaked at $4.62M in Q3 2022.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Red Wave Investments's 13F filing for Q2 2026, filed 6 Aug 2026.