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TrustWell Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

TrustWell Financial Advisors’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 		$622K Buy
5,686
+171
+3% +$18.9K 0.53% 34
2026
Q1 		$609K Buy
5,515
+58
+1% +$6.42K 0.57% 26
2025
Q4 		$600K Buy
+5,457
New +$605K 0.58% 27

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TrustWell Financial Advisors's TIP Position: Q2 2026 in Review

TrustWell Financial Advisors increased its iShares TIPS Bond ETF (TIP) stake by 3.1% in Q2 2026, buying an estimated $18.9K and bringing the position to 5,686 shares worth $622K. The position accounts for 0.53% of the portfolio, ranked #34.

TrustWell Financial Advisors first reported a position in TIP in Q4 2025 and has held it in 3 quarters since. 1,013 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • TrustWell Financial Advisors held 5,686 shares of iShares TIPS Bond ETF worth $622K as of Q2 2026.
  • TrustWell Financial Advisors bought 171 iShares TIPS Bond ETF shares in Q2 2026, an estimated $18.9K.
  • iShares TIPS Bond ETF made up 0.53% of TrustWell Financial Advisors's portfolio in Q2 2026, its #34 holding.
  • TrustWell Financial Advisors first reported a position in iShares TIPS Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,013 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on TrustWell Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.