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Silverlake Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Silverlake Wealth Management’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 		$411K Buy
3,757
+46
+1% +$5.08K 0.08% 241
2026
Q1 		$410K Hold
3,711
– – 0.09% 241
2025
Q4 		$408K Hold
3,711
– – 0.09% 221
2025
Q3 		$413K Buy
3,711
+2
+0.1% +$221 0.1% 205
2025
Q2 		$408K Buy
3,709
+4
+0.1% +$436 0.12% 197
2025
Q1 		$412K Hold
3,705
– – 0.16% 155
2024
Q4 		$395K Buy
3,705
+1
+0% +$108 0.15% 160
2024
Q3 		$409K Sell
3,704
-295
-7% -$32.1K 0.15% 161
2024
Q2 		$427K Buy
3,999
+72
+2% +$7.66K 0.18% 147
2024
Q1 		$422K Sell
3,927
-3,936
-50% -$421K 0.21% 125
2023
Q4 		$845K Sell
7,863
-972
-11% -$102K 0.47% 58
2023
Q3 		$916K Sell
8,835
-677
-7% -$71.6K 0.51% 50
2023
Q2 		$1.02M Sell
9,512
-184
-2% -$20K 0.57% 46
2023
Q1 		$1.07M Buy
9,696
+76
+0.8% +$8.22K 0.65% 39
2022
Q4 		$1.02M Buy
9,620
+6
+0.1% +$641 0.64% 38
2022
Q3 		$1.01M Sell
9,614
-10
-0.1% -$1.13K 0.68% 39
2022
Q2 		$1.1M Buy
9,624
+2,937
+44% +$348K 0.72% 37
2022
Q1 		$833K Buy
6,687
+4,378
+190% +$551K 0.48% 59
2021
Q4 		$298K Buy
+2,309
New +$298K 0.16% 150

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

Silverlake Wealth Management's TIP Position: Q2 2026 in Review

Silverlake Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 1.2% in Q2 2026, buying an estimated $5.08K and bringing the position to 3,757 shares worth $411K. The position accounts for 0.08% of the portfolio, ranked #241.

Silverlake Wealth Management first reported a position in TIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.1M in Q2 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Silverlake Wealth Management held 3,757 shares of iShares TIPS Bond ETF worth $411K as of Q2 2026.
  • Silverlake Wealth Management bought 46 iShares TIPS Bond ETF shares in Q2 2026, an estimated $5.08K.
  • iShares TIPS Bond ETF made up 0.08% of Silverlake Wealth Management's portfolio in Q2 2026, its #241 holding.
  • Silverlake Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Silverlake Wealth Management's iShares TIPS Bond ETF position peaked at $1.1M in Q2 2022.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.