UWS
TIP icon

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

VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 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. 170 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.
  • 170 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.