Unique Wealth Strategies’s iShares TIPS Bond ETF TIP Stock Holding History

Unique Wealth Strategies’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	$1.17M	Buy	10,700 +100	+0.9%	+$11.1K	0.43%	49
2026 Q1	$1.17M	Buy	10,600 +1,011	+11%	+$112K	0.47%	51
2025 Q4	$1.05M	Buy	9,589 +454	+5%	+$50.4K	0.41%	58
2025 Q3	$1.02M	Buy	9,135 +117	+1%	+$12.9K	0.39%	63
2025 Q2	$992K	Buy	9,018 +297	+3%	+$32.4K	0.41%	61
2025 Q1	$969K	Buy	8,721 +527	+6%	+$57.2K	0.44%	56
2024 Q4	$873K	Buy	8,194 +312	+4%	+$33.8K	0.38%	62
2024 Q3	$871K	Buy	7,882 +1,517	+24%	+$165K	0.37%	72
2024 Q2	$684K	Hold	6,365	–	–	0.32%	91
2024 Q1	$684K	Buy	+6,365	New	+$680K	0.33%	91

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

Unique Wealth Strategies's TIP Position: Q2 2026 in Review

Unique Wealth Strategies increased its iShares TIPS Bond ETF (TIP) stake by 0.94% in Q2 2026, buying an estimated $11.1K and bringing the position to 10,700 shares worth $1.17M. The position accounts for 0.43% of the portfolio, ranked #49.

Unique Wealth Strategies first reported a position in TIP in Q1 2024 and has held it in 10 quarters since. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Unique Wealth Strategies held 10,700 shares of iShares TIPS Bond ETF worth $1.17M as of Q2 2026.
Unique Wealth Strategies bought 100 iShares TIPS Bond ETF shares in Q2 2026, an estimated $11.1K.
iShares TIPS Bond ETF made up 0.43% of Unique Wealth Strategies's portfolio in Q2 2026, its #49 holding.
Unique Wealth Strategies first reported a position in iShares TIPS Bond ETF in Q1 2024 and has held it in 10 quarters since.
1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.