RWP
TIP icon

RWA Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History

RWA Wealth Partners’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 		$446K Buy
4,078
+67
+2% +$7.41K ﹤0.01% 490
2026
Q1 		$443K Hold
4,011
– – ﹤0.01% 477
2025
Q4 		$441K Sell
4,011
-53,878
-93% -$5.98M ﹤0.01% 460
2025
Q3 		$6.44M Buy
57,889
+55,975
+2,925% +$6.18M 0.07% 152
2025
Q2 		$211K Sell
1,914
-8,184
-81% -$893K ﹤0.01% 572
2025
Q1 		$1.12M Buy
10,098
+7,345
+267% +$798K 0.01% 304
2024
Q4 		$293K Sell
2,753
-3,009
-52% -$326K ﹤0.01% 492
2024
Q3 		$637K Sell
5,762
-19
-0.3% -$2.06K 0.01% 383
2024
Q2 		$617K Buy
5,781
+155
+3% +$16.5K 0.01% 368
2024
Q1 		$604K Sell
5,626
-12,410
-69% -$1.33M 0.01% 372
2023
Q4 		$1.94M Buy
18,036
+14,392
+395% +$1.5M 0.03% 228
2023
Q3 		$378K Buy
3,644
+1
+0% +$106 0.01% 299
2023
Q2 		$392K Buy
+3,643
New +$397K 0.01% 254
2022
Q1 		– Sell
-10,841
Closed -$1.4M – 272
2021
Q4 		$1.4M Buy
10,841
+1,909
+21% +$246K 0.09% 115
2021
Q3 		$1.14M Buy
8,932
+625
+8% +$80.6K 0.09% 114
2021
Q2 		$1.06M Buy
+8,307
New +$1.06M 0.08% 119
2021
Q1 		– Sell
-7,211
Closed -$920K – 248
2020
Q4 		$920K Sell
7,211
-652
-8% -$82.2K 0.08% 125
2020
Q3 		$995K Buy
+7,863
New +$988K 0.1% 108
2018
Q3 		– Sell
-1,241
Closed -$140K – 649
2018
Q2 		$140K Sell
1,241
-6,102
-83% -$685K 0.02% 273
2018
Q1 		$830K Sell
7,343
-5,800
-44% -$653K 0.11% 119
2017
Q4 		$1.5M Sell
13,143
-29,059
-69% -$3.3M 0.17% 104
2017
Q3 		$4.79M Buy
42,202
+387
+0.9% +$44.1K 0.54% 50
2017
Q2 		$4.74M Sell
41,815
-8,415
-17% -$962K 0.58% 45
2017
Q1 		$5.76M Buy
+50,230
New +$5.72M 0.76% 37

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

RWA Wealth Partners's TIP Position: Q2 2026 in Review

RWA Wealth Partners increased its iShares TIPS Bond ETF (TIP) stake by 1.7% in Q2 2026, buying an estimated $7.41K and bringing the position to 4,078 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

RWA Wealth Partners first reported a position in TIP in Q1 2017 and has held it in 24 quarters since. The position peaked at $6.44M in Q3 2025. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • RWA Wealth Partners held 4,078 shares of iShares TIPS Bond ETF worth $446K as of Q2 2026.
  • RWA Wealth Partners bought 67 iShares TIPS Bond ETF shares in Q2 2026, an estimated $7.41K.
  • iShares TIPS Bond ETF made up ﹤0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #490 holding.
  • RWA Wealth Partners first reported a position in iShares TIPS Bond ETF in Q1 2017 and has held it in 24 quarters since.
  • RWA Wealth Partners's iShares TIPS Bond ETF position peaked at $6.44M in Q3 2025.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.