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Retirement Wealth Solutions’s iShares TIPS Bond ETF TIP Stock Holding History

Retirement Wealth Solutions’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 		$1.07K Hold
10
– – ﹤0.01% 632
2026
Q1 		$1.09K Hold
10
– – ﹤0.01% 624
2025
Q4 		$1.08K Hold
10
– – ﹤0.01% 563
2025
Q3 		$1.08K Hold
10
– – ﹤0.01% 548
2025
Q2 		$1.06K Hold
10
– – ﹤0.01% 384
2025
Q1 		$1.06K Hold
10
– – ﹤0.01% 372
2024
Q4 		$1.01K Buy
+10
New +$1.08K ﹤0.01% 378

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

Retirement Wealth Solutions's TIP Position: Q2 2026 in Review

Retirement Wealth Solutions held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 10 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Retirement Wealth Solutions first reported a position in TIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09K in Q1 2026. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Retirement Wealth Solutions held 10 shares of iShares TIPS Bond ETF worth $1.07K as of Q2 2026.
  • Retirement Wealth Solutions left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #632 holding.
  • Retirement Wealth Solutions first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's iShares TIPS Bond ETF position peaked at $1.09K in Q1 2026.
  • 1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.