Stillwater Private Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Stillwater Private 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	$3.37M	Buy	+30,580	New	+$3.38M	2.86%	10

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

Stillwater Private Wealth's TIP Position: Q1 2026 in Review

Stillwater Private Wealth opened a new position in iShares TIPS Bond ETF (TIP) in Q1 2026: 30,580 shares worth $3.37M. The stake represents 2.86% of the portfolio and ranks #10 among its holdings.

1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Stillwater Private Wealth held 30,580 shares of iShares TIPS Bond ETF worth $3.37M as of Q1 2026.
iShares TIPS Bond ETF was a new Stillwater Private Wealth position in Q1 2026.
iShares TIPS Bond ETF made up 2.86% of Stillwater Private Wealth's portfolio in Q1 2026, its #10 holding.
1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Stillwater Private Wealth's 13F filing for Q1 2026, filed 3 Jun 2026.