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Retireful LLC’s iShares TIPS Bond ETF TIP Stock Holding History

Retireful LLC’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 		– Sell
-3,149
Closed -$348K – 110
2026
Q1 		$348K Sell
3,149
-293
-9% -$32.4K 0.49% 65
2025
Q4 		$379K Buy
+3,442
New +$382K 0.48% 66
2024
Q4 		– Sell
-17,009
Closed -$1.88M – 149
2024
Q3 		$1.88M Sell
17,009
-2,947
-15% -$320K 1.39% 22
2024
Q2 		$2.13M Buy
+19,956
New +$2.12M 1% 33
2023
Q2 		– Sell
-15,262
Closed -$1.68M – 121
2023
Q1 		$1.68M Buy
+15,262
New +$1.65M 0.54% 6

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

Retireful LLC's TIP Position: Q2 2026 in Review

Retireful LLC sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 3,149 shares — an estimated $348K sold.

Retireful LLC first reported a position in TIP in Q1 2023 and held it in 5 quarters. The position peaked at $2.13M in Q2 2024. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Retireful LLC reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Retireful LLC sold 3,149 iShares TIPS Bond ETF shares in Q2 2026, an estimated $348K.
  • Retireful LLC first reported a position in iShares TIPS Bond ETF in Q1 2023 and held it in 5 quarters.
  • Retireful LLC's iShares TIPS Bond ETF position peaked at $2.13M in Q2 2024.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Retireful LLC's 13F filing for Q2 2026, filed 22 Jul 2026.