Sax Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Sax Wealth Advisors’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	$240K	Buy	+2,172	New	+$240K	0.01%	494
2023 Q3	–	Sell	-1,865	Closed	-$201K	–	185
2023 Q2	$201K	Sell	1,865 -141	-7%	-$15.4K	0.04%	170
2023 Q1	$221K	Sell	2,006 -25	-1%	-$2.71K	0.05%	161
2022 Q4	$216K	Buy	+2,031	New	+$217K	0.05%	152
2021 Q2	–	Sell	-2,865	Closed	-$360K	–	162
2021 Q1	$360K	Hold	2,865	–	–	0.13%	105
2020 Q4	$366K	Buy	+2,865	New	+$361K	0.17%	89

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sax Wealth Advisors's TIP Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 2,172 shares worth $240K. The stake represents 0.01% of the portfolio and ranks #494 among its holdings. This is a return to the name: Sax Wealth Advisors previously reported a position in TIP as recently as Q2 2023.

Sax Wealth Advisors first reported a position in TIP in Q4 2020 and has held it in 6 quarters since. The position peaked at $366K in Q4 2020. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Sax Wealth Advisors held 2,172 shares of iShares TIPS Bond ETF worth $240K as of Q2 2026.
iShares TIPS Bond ETF was a new Sax Wealth Advisors position in Q2 2026.
iShares TIPS Bond ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #494 holding.
Sax Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2020 and has held it in 6 quarters since.
Sax Wealth Advisors's iShares TIPS Bond ETF position peaked at $366K in Q4 2020.
1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.