Valley Wealth Managers’s iShares TIPS Bond ETF TIP Stock Holding History

Valley Wealth Managers’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 Q1	$99	Hold	1	–	–	﹤0.01%	310
2025 Q4	$98	Hold	1	–	–	﹤0.01%	345
2025 Q3	$99	Hold	1	–	–	﹤0.01%	292
2025 Q2	$98	Hold	1	–	–	﹤0.01%	288
2025 Q1	$99	Hold	1	–	–	﹤0.01%	354
2024 Q4	$95	Hold	1	–	–	﹤0.01%	387
2024 Q3	$99	Hold	1	–	–	﹤0.01%	388
2024 Q2	$95	Hold	1	–	–	﹤0.01%	364
2024 Q1	$96	Hold	1	–	–	﹤0.01%	307
2023 Q4	$96	Sell	1 -248	-100%	-$25.9K	﹤0.01%	326
2023 Q3	$25.8K	Sell	249 -16	-6%	-$1.69K	﹤0.01%	246
2023 Q2	$28.5K	Sell	265 -1,461	-85%	-$159K	﹤0.01%	235
2023 Q1	$190K	Sell	1,726 -31	-2%	-$3.35K	0.02%	169
2022 Q4	$187K	Sell	1,757 -298	-15%	-$31.8K	0.02%	173
2022 Q3	$216K	Sell	2,055 -147	-7%	-$16.6K	0.02%	160
2022 Q2	$251K	Buy	+2,202	New	+$261K	0.02%	167

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valley Wealth Managers's TIP Position: Q1 2026 in Review

Valley Wealth Managers held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 1 share worth $99. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Valley Wealth Managers first reported a position in TIP in Q2 2022 and has held it in 16 quarters since. The position peaked at $251K in Q2 2022. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Valley Wealth Managers held 1 share of iShares TIPS Bond ETF worth $99 as of Q1 2026.
Valley Wealth Managers left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
iShares TIPS Bond ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #310 holding.
Valley Wealth Managers first reported a position in iShares TIPS Bond ETF in Q2 2022 and has held it in 16 quarters since.
Valley Wealth Managers's iShares TIPS Bond ETF position peaked at $251K in Q2 2022.
1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.