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

Spire 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 		$421K Sell
3,847
-1,074
-22% -$119K 0.01% 589
2026
Q1 		$543K Sell
4,921
-67,985
-93% -$7.52M 0.02% 522
2025
Q4 		$8.01M Buy
72,906
+930
+1% +$103K 0.27% 75
2025
Q3 		$8.01M Sell
71,976
-1,003
-1% -$111K 0.27% 80
2025
Q2 		$7.98M Sell
72,979
-10,790
-13% -$1.18M 0.29% 71
2025
Q1 		$9.31M Sell
83,769
-2,224
-3% -$242K 0.3% 68
2024
Q4 		$9.16M Sell
85,993
-1,890
-2% -$205K 0.28% 78
2024
Q3 		$9.71M Sell
87,883
-1,109
-1% -$120K 0.33% 62
2024
Q2 		$9.47M Sell
88,992
-12,028
-12% -$1.28M 0.33% 58
2024
Q1 		$42.2M Sell
101,020
-1,608
-2% -$172K 0.77% 30
2023
Q4 		$11M Sell
102,628
-23,393
-19% -$2.45M 0.36% 56
2023
Q3 		$13.1M Buy
126,021
+14,567
+13% +$1.54M 0.5% 48
2023
Q2 		$12M Buy
111,454
+6,473
+6% +$705K 0.44% 51
2023
Q1 		$11.6M Buy
104,981
+25,272
+32% +$2.73M 0.45% 44
2022
Q4 		$8.48M Sell
79,709
-6,645
-8% -$710K 0.48% 47
2022
Q3 		$9.06M Sell
86,354
-43,321
-33% -$4.91M 0.55% 40
2022
Q2 		$14.8M Sell
129,675
-112,263
-46% -$13.3M 0.61% 32
2022
Q1 		$33.4M Buy
241,938
+4,950
+2% +$623K 0.89% 17
2021
Q4 		$30.6M Buy
236,988
+13,060
+6% +$1.68M 0.68% 26
2021
Q3 		$28.6M Buy
223,928
+34,412
+18% +$4.44M 0.76% 24
2021
Q2 		$24.4M Buy
189,516
+6,791
+4% +$863K 0.66% 29
2021
Q1 		$23.2M Buy
+182,725
New +$23.1M 0.62% 32

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

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

Spire Wealth Management reduced its iShares TIPS Bond ETF (TIP) stake by 22% in Q2 2026, selling an estimated $119K and leaving 3,847 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #589.

Spire Wealth Management first reported a position in TIP in Q1 2021 and has held it in 22 quarters since. The position peaked at $42.2M in Q1 2024. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Spire Wealth Management held 3,847 shares of iShares TIPS Bond ETF worth $421K as of Q2 2026.
  • Spire Wealth Management sold 1,074 iShares TIPS Bond ETF shares in Q2 2026, an estimated $119K.
  • iShares TIPS Bond ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #589 holding.
  • Spire Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares TIPS Bond ETF position peaked at $42.2M in Q1 2024.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.