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

Silvia McColl 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	$334K	Hold	3,055	–	–	0.2%	91
2026 Q1	$337K	Hold	3,055	–	–	0.22%	90
2025 Q4	$336K	Hold	3,055	–	–	0.22%	87
2025 Q3	$340K	Hold	3,055	–	–	0.23%	88
2025 Q2	$336K	Hold	3,055	–	–	0.24%	85
2025 Q1	$339K	Hold	3,055	–	–	0.26%	81
2024 Q4	$326K	Hold	3,055	–	–	0.24%	83
2024 Q3	$337K	Hold	3,055	–	–	0.25%	81
2024 Q2	$326K	Hold	3,055	–	–	0.27%	77
2024 Q1	$323K	Hold	3,055	–	–	0.28%	79
2023 Q4	$328K	Hold	3,055	–	–	0.3%	71
2023 Q3	$317K	Hold	3,055	–	–	0.32%	71
2023 Q2	$329K	Hold	3,055	–	–	0.31%	73
2023 Q1	$337K	Hold	3,055	–	–	0.33%	72
2022 Q4	$325K	Buy	+3,055	New	+$326K	0.32%	77

Other funds holding TIP

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

VIS

Vertex Investment Solutions Chiyoda-Ku $148M AUM

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

WFA

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

Silvia McColl Wealth Management's TIP Position: Q2 2026 in Review

Silvia McColl Wealth Management held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 3,055 shares worth $334K. The position accounts for 0.2% of the portfolio, ranked #91.

Silvia McColl Wealth Management first reported a position in TIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $340K in Q3 2025. 199 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Silvia McColl Wealth Management held 3,055 shares of iShares TIPS Bond ETF worth $334K as of Q2 2026.
Silvia McColl Wealth Management left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
iShares TIPS Bond ETF made up 0.2% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #91 holding.
Silvia McColl Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
Silvia McColl Wealth Management's iShares TIPS Bond ETF position peaked at $340K in Q3 2025.
199 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.