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

Triad 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 Q2	$229K	Buy	+2,144	New	+$237K	0.01%	508

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Triad Wealth Partners's TIP Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 2,144 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #508 among its holdings.

1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Triad Wealth Partners held 2,144 shares of iShares TIPS Bond ETF worth $229K as of Q2 2026.
iShares TIPS Bond ETF was a new Triad Wealth Partners position in Q2 2026.
iShares TIPS Bond ETF made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #508 holding.
1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.