Strategic Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Strategic Wealth Partners’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	$88.6K	Hold	803	–	–	0.01%	412
2025 Q4	$88.3K	Sell	803 -381	-32%	-$42.3K	0.01%	424
2025 Q3	$132K	Sell	1,184 -100	-8%	-$11K	0.01%	397
2025 Q2	$141K	Buy	+1,284	New	+$140K	0.01%	355
2022 Q4	–	Sell	-2,179	Closed	-$229K	–	288
2022 Q3	$229K	Buy	+2,179	New	+$247K	0.05%	248
2019 Q4	–	Sell	-100	Closed	-$11	–	466
2019 Q3	$11	Sell	100 -45	-31%	-$5.22K	﹤0.01%	502
2019 Q2	$16K	Buy	145 +45	+45%	+$5.12K	0.01%	396
2019 Q1	$11K	Hold	100	–	–	0.01%	483
2018 Q4	$11K	Hold	100	–	–	0.01%	440
2018 Q3	$11K	Hold	100	–	–	0.01%	437
2018 Q2	$11K	Hold	100	–	–	0.01%	507
2018 Q1	$11K	Hold	100	–	–	0.01%	477
2017 Q4	$12K	Buy	+100	New	+$11.4K	0.01%	449

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

Strategic Wealth Partners's TIP Position: Q1 2026 in Review

Strategic Wealth Partners held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 803 shares worth $88.6K. The position accounts for 0.01% of the portfolio, ranked #412.

Strategic Wealth Partners first reported a position in TIP in Q4 2017 and has held it in 13 quarters since. The position peaked at $229K in Q3 2022. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Strategic Wealth Partners held 803 shares of iShares TIPS Bond ETF worth $88.6K as of Q1 2026.
Strategic Wealth Partners left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
iShares TIPS Bond ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #412 holding.
Strategic Wealth Partners first reported a position in iShares TIPS Bond ETF in Q4 2017 and has held it in 13 quarters since.
Strategic Wealth Partners's iShares TIPS Bond ETF position peaked at $229K in Q3 2022.
1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.