Tranquilli Financial Advisor’s iShares TIPS Bond ETF TIP Stock Holding History

Tranquilli Financial Advisor’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	$666K	Sell	6,037 -62	-1%	-$6.86K	0.39%	63
2025 Q4	$670K	Sell	6,099 -194	-3%	-$21.5K	0.39%	61
2025 Q3	$700K	Buy	6,293 +64	+1%	+$7.07K	0.41%	59
2025 Q2	$685K	Buy	6,229 +131	+2%	+$14.3K	0.42%	58
2025 Q1	$677K	Buy	6,098 +1,166	+24%	+$127K	0.43%	53
2024 Q4	$526K	Buy	4,932 +269	+6%	+$29.1K	0.33%	64
2024 Q3	$515K	Buy	4,663 +2	+0%	+$217	0.32%	65
2024 Q2	$494K	Buy	4,661 +1,306	+39%	+$139K	0.33%	66
2024 Q1	$360K	Buy	3,355 +19	+0.6%	+$2.03K	0.24%	80
2023 Q4	$359K	Sell	3,336 -935	-22%	-$97.8K	0.25%	73
2023 Q3	$443K	Buy	+4,271	New	+$452K	0.32%	61

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 $105B AUM 38.07% 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

Tranquilli Financial Advisor's TIP Position: Q1 2026 in Review

Tranquilli Financial Advisor reduced its iShares TIPS Bond ETF (TIP) stake by 1% in Q1 2026, selling an estimated $6.86K and leaving 6,037 shares worth $666K. The position accounts for 0.39% of the portfolio, ranked #63.

Tranquilli Financial Advisor first reported a position in TIP in Q3 2023 and has held it in 11 quarters since. The position peaked at $700K in Q3 2025. 1,014 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Tranquilli Financial Advisor held 6,037 shares of iShares TIPS Bond ETF worth $666K as of Q1 2026.
Tranquilli Financial Advisor sold 62 iShares TIPS Bond ETF shares in Q1 2026, an estimated $6.86K.
iShares TIPS Bond ETF made up 0.39% of Tranquilli Financial Advisor's portfolio in Q1 2026, its #63 holding.
Tranquilli Financial Advisor first reported a position in iShares TIPS Bond ETF in Q3 2023 and has held it in 11 quarters since.
Tranquilli Financial Advisor's iShares TIPS Bond ETF position peaked at $700K in Q3 2025.
1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2026, filed 11 May 2026.