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Stone Summit Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Stone Summit 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 		– Sell
-2,456
Closed -$270K – 145
2025
Q4 		$270K Sell
2,456
-3,107
-56% -$345K 0.07% 133
2025
Q3 		$619K Sell
5,563
-18,054
-76% -$1.99M 0.18% 87
2025
Q2 		$2.6M Buy
23,617
+1,543
+7% +$168K 0.81% 44
2025
Q1 		$2.45M Buy
22,074
+2,741
+14% +$298K 0.83% 41
2024
Q4 		$2.06M Buy
19,333
+1
+0% +$108 0.69% 49
2024
Q3 		$2.14M Buy
19,332
+989
+5% +$107K 0.69% 50
2024
Q2 		$1.96M Buy
18,343
+1,533
+9% +$163K 0.7% 47
2024
Q1 		$1.81M Buy
16,810
+5,614
+50% +$600K 0.63% 56
2023
Q4 		$1.2M Sell
11,196
-1,066
-9% -$111K 0.46% 67
2023
Q3 		$1.27M Sell
12,262
-2,058
-14% -$218K 0.55% 65
2023
Q2 		$1.54M Buy
14,320
+448
+3% +$48.8K 0.64% 56
2023
Q1 		$1.53M Buy
13,872
+2,346
+20% +$254K 0.68% 53
2022
Q4 		$1.23M Sell
11,526
-3,581
-24% -$382K 0.6% 57
2022
Q3 		$1.58M Buy
15,107
+3,190
+27% +$361K 0.97% 37
2022
Q2 		$1.36M Buy
11,917
+5,595
+89% +$664K 0.81% 43
2022
Q1 		$776K Buy
6,322
+2,117
+50% +$266K 0.43% 67
2021
Q4 		$544K Buy
+4,205
New +$542K 0.44% 70

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stone Summit Wealth's TIP Position: Q1 2026 in Review

Stone Summit Wealth sold out of iShares TIPS Bond ETF (TIP) in Q1 2026, closing a stake of 2,456 shares — an estimated $270K sold.

Stone Summit Wealth first reported a position in TIP in Q4 2021 and held it in 17 quarters. The position peaked at $2.6M in Q2 2025. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Stone Summit Wealth reported no remaining iShares TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Stone Summit Wealth sold 2,456 iShares TIPS Bond ETF shares in Q1 2026, an estimated $270K.
  • Stone Summit Wealth first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 17 quarters.
  • Stone Summit Wealth's iShares TIPS Bond ETF position peaked at $2.6M in Q2 2025.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.