Simplicity Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Simplicity Wealth’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 Q1	$309K	Buy	2,800 +24	+0.9%	+$2.66K	0.02%	577
2025 Q4	$305K	Sell	2,776 -128	-4%	-$14.2K	0.02%	550
2025 Q3	$323K	Sell	2,904 -3,158	-52%	-$349K	0.02%	541
2025 Q2	$667K	Buy	6,062 +2,989	+97%	+$326K	0.03%	403
2025 Q1	$341K	Buy	3,073 +62	+2%	+$6.74K	0.03%	407
2024 Q4	$321K	Sell	3,011 -137	-4%	-$14.8K	0.07%	221
2024 Q3	$348K	Sell	3,148 -20,432	-87%	-$2.22M	0.03%	368
2024 Q2	$2.52M	Sell	23,580 -82	-0.3%	-$8.72K	0.06%	314
2024 Q1	$2.54M	Buy	23,662 +16,819	+246%	+$1.8M	0.06%	303
2023 Q4	$736K	Buy	6,843 +1,327	+24%	+$139K	0.28%	55
2023 Q3	$572K	Buy	+5,516	New	+$584K	0.33%	39

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Simplicity Wealth's TIP Position: Q1 2026 in Review

Simplicity Wealth increased its iShares TIPS Bond ETF (TIP) stake by 0.86% in Q1 2026, buying an estimated $2.66K and bringing the position to 2,800 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #577.

Simplicity Wealth first reported a position in TIP in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.54M in Q1 2024. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Simplicity Wealth held 2,800 shares of iShares TIPS Bond ETF worth $309K as of Q1 2026.
Simplicity Wealth bought 24 iShares TIPS Bond ETF shares in Q1 2026, an estimated $2.66K.
iShares TIPS Bond ETF made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #577 holding.
Simplicity Wealth first reported a position in iShares TIPS Bond ETF in Q3 2023 and has held it in 11 quarters since.
Simplicity Wealth's iShares TIPS Bond ETF position peaked at $2.54M in Q1 2024.
1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.