ULWM
TIP icon

Upper Left Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Upper Left Wealth Management’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 		$637K Buy
5,824
+1,013
+21% +$112K 0.35% 51
2026
Q1 		$531K Sell
4,811
-60
-1% -$6.64K 0.31% 53
2025
Q4 		$535K Buy
4,871
+600
+14% +$66.6K 0.33% 52
2025
Q3 		$475K Sell
4,271
-72
-2% -$7.95K 0.3% 52
2025
Q2 		$478K Sell
4,343
-4
-0.1% -$436 0.32% 52
2025
Q1 		$483K Sell
4,347
-88
-2% -$9.56K 0.35% 49
2024
Q4 		$473K Sell
4,435
-107
-2% -$11.6K 0.4% 48
2024
Q3 		$494K Sell
4,542
-2,204
-33% -$239K 0.43% 45
2024
Q2 		$720K Sell
6,746
-478
-7% -$50.8K 0.65% 39
2024
Q1 		$776K Sell
7,224
-1,207
-14% -$129K 0.72% 33
2023
Q4 		$906K Sell
8,431
-198
-2% -$20.7K 0.89% 31
2023
Q3 		$895K Buy
8,629
+44
+0.5% +$4.66K 0.93% 28
2023
Q2 		$924K Sell
8,585
-299
-3% -$32.6K 1.03% 29
2023
Q1 		$979K Sell
8,884
-298
-3% -$32.2K 1.11% 28
2022
Q4 		$977K Sell
9,182
-300
-3% -$32K 1.16% 29
2022
Q3 		$1.01M Buy
9,482
+4,745
+100% +$537K 1.31% 24
2022
Q2 		$540K Buy
+4,737
New +$562K 0.63% 37

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

Upper Left Wealth Management's TIP Position: Q2 2026 in Review

Upper Left Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 21% in Q2 2026, buying an estimated $112K and bringing the position to 5,824 shares worth $637K. The position accounts for 0.35% of the portfolio, ranked #51.

Upper Left Wealth Management first reported a position in TIP in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.01M in Q3 2022. 198 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Upper Left Wealth Management held 5,824 shares of iShares TIPS Bond ETF worth $637K as of Q2 2026.
  • Upper Left Wealth Management bought 1,013 iShares TIPS Bond ETF shares in Q2 2026, an estimated $112K.
  • iShares TIPS Bond ETF made up 0.35% of Upper Left Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Upper Left Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Upper Left Wealth Management's iShares TIPS Bond ETF position peaked at $1.01M in Q3 2022.
  • 198 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.