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

Uniting 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 		– Sell
-2,728
Closed -$301K – 218
2026
Q1 		$301K Buy
+2,728
New +$302K 0.06% 147
2025
Q4 		– Sell
-2,767
Closed -$308K – 200
2025
Q3 		$308K Buy
+2,767
New +$306K 0.07% 133

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 22.9% 1-Year Est. Return
Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 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

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

Uniting Wealth Partners sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 2,728 shares — an estimated $301K sold.

Uniting Wealth Partners first reported a position in TIP in Q3 2025 and held it in 2 quarters. The position peaked at $308K in Q3 2025. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Uniting Wealth Partners reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Uniting Wealth Partners sold 2,728 iShares TIPS Bond ETF shares in Q2 2026, an estimated $301K.
  • Uniting Wealth Partners first reported a position in iShares TIPS Bond ETF in Q3 2025 and held it in 2 quarters.
  • Uniting Wealth Partners's iShares TIPS Bond ETF position peaked at $308K in Q3 2025.
  • 1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.