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

Smallwood Wealth Investment 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 		$35.9K Hold
328
– – 0.02% 216
2026
Q1 		$36.2K Hold
328
– – 0.02% 205
2025
Q4 		$36K Hold
328
– – 0.02% 208
2025
Q3 		$36.5K Sell
328
-8
-2% -$884 0.02% 211
2025
Q2 		$37K Buy
336
+8
+2% +$873 0.02% 197
2025
Q1 		$36.4K Buy
+328
New +$35.6K 0.02% 189

Other funds holding TIP

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Smallwood Wealth Investment Management's TIP Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 328 shares worth $35.9K. The position accounts for 0.02% of the portfolio, ranked #216.

Smallwood Wealth Investment Management first reported a position in TIP in Q1 2025 and has held it in 6 quarters since. The position peaked at $37K in Q2 2025. 418 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Smallwood Wealth Investment Management held 328 shares of iShares TIPS Bond ETF worth $35.9K as of Q2 2026.
  • Smallwood Wealth Investment Management left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #216 holding.
  • Smallwood Wealth Investment Management first reported a position in iShares TIPS Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's iShares TIPS Bond ETF position peaked at $37K in Q2 2025.
  • 418 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.