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

TD Private Client 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 		$1.47M Sell
13,288
-1,086
-8% -$120K 0.03% 303
2025
Q4 		$1.58M Sell
14,374
-577
-4% -$64K 0.03% 284
2025
Q3 		$1.66M Sell
14,951
-2,327
-13% -$257K 0.04% 272
2025
Q2 		$1.9M Buy
17,278
+392
+2% +$42.8K 0.05% 250
2025
Q1 		$1.88M Buy
16,886
+646
+4% +$70.2K 0.05% 236
2024
Q4 		$1.73M Sell
16,240
-1,091
-6% -$118K 0.05% 254
2024
Q3 		$1.91M Sell
17,331
-2,972
-15% -$323K 0.06% 245
2024
Q2 		$2.17M Sell
20,303
-1,865
-8% -$198K 0.07% 220
2024
Q1 		$2.38M Sell
22,168
-6,141
-22% -$656K 0.08% 203
2023
Q4 		$3.04M Sell
28,309
-25,573
-47% -$2.67M 0.11% 154
2023
Q3 		$5.59M Sell
53,882
-2,966
-5% -$314K 0.24% 81
2023
Q2 		$6.12M Sell
56,848
-16,919
-23% -$1.84M 0.26% 78
2023
Q1 		$8.13M Sell
73,767
-6,908
-9% -$748K 0.36% 45
2022
Q4 		$8.59M Buy
80,675
+3,033
+4% +$324K 0.41% 45
2022
Q3 		$8.14M Buy
77,642
+1,089
+1% +$123K 0.42% 45
2022
Q2 		$8.72M Sell
76,553
-2,550
-3% -$302K 0.43% 44
2022
Q1 		$9.85M Sell
79,103
-16,368
-17% -$2.06M 0.42% 44
2021
Q4 		$12.3M Buy
95,471
+32,438
+51% +$4.18M 0.51% 38
2021
Q3 		$8.05M Sell
63,033
-5,423
-8% -$699K 0.34% 63
2021
Q2 		$8.76M Buy
68,456
+21,358
+45% +$2.71M 0.37% 58
2021
Q1 		$5.91M Buy
47,098
+13,170
+39% +$1.67M 0.28% 82
2020
Q4 		$4.33M Buy
33,928
+3,156
+10% +$398K 0.22% 107
2020
Q3 		$3.89M Buy
30,772
+5,830
+23% +$732K 0.22% 103
2020
Q2 		$3.07M Sell
24,942
-2,584
-9% -$314K 0.18% 126
2020
Q1 		$3.25M Sell
27,526
-2,523
-8% -$297K 0.23% 101
2019
Q4 		$3.5M Buy
+30,049
New +$3.49M 0.21% 122

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

TD Private Client Wealth's TIP Position: Q1 2026 in Review

TD Private Client Wealth reduced its iShares TIPS Bond ETF (TIP) stake by 7.6% in Q1 2026, selling an estimated $120K and leaving 13,288 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #303.

TD Private Client Wealth first reported a position in TIP in Q4 2019 and has held it in 26 quarters since. The position peaked at $12.3M in Q4 2021. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • TD Private Client Wealth held 13,288 shares of iShares TIPS Bond ETF worth $1.47M as of Q1 2026.
  • TD Private Client Wealth sold 1,086 iShares TIPS Bond ETF shares in Q1 2026, an estimated $120K.
  • iShares TIPS Bond ETF made up 0.03% of TD Private Client Wealth's portfolio in Q1 2026, its #303 holding.
  • TD Private Client Wealth first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's iShares TIPS Bond ETF position peaked at $12.3M in Q4 2021.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.