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 Q2	$311K	Buy	2,839 +39	+1%	+$4.31K	0.01%	823
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 $1.55T 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 22.96% 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

Simplicity Wealth's TIP Position: Q2 2026 in Review

Simplicity Wealth increased its iShares TIPS Bond ETF (TIP) stake by 1.4% in Q2 2026, buying an estimated $4.31K and bringing the position to 2,839 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #823.

Simplicity Wealth first reported a position in TIP in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.54M in Q1 2024. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Simplicity Wealth held 2,839 shares of iShares TIPS Bond ETF worth $311K as of Q2 2026.
Simplicity Wealth bought 39 iShares TIPS Bond ETF shares in Q2 2026, an estimated $4.31K.
iShares TIPS Bond ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #823 holding.
Simplicity Wealth first reported a position in iShares TIPS Bond ETF in Q3 2023 and has held it in 12 quarters since.
Simplicity Wealth's iShares TIPS Bond ETF position peaked at $2.54M in Q1 2024.
1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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