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Valued Retirements’s iShares TIPS Bond ETF TIP Stock Holding History

Valued Retirements’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 		$298K Sell
2,701
-60
-2% -$6.64K 0.29% 67
2025
Q4 		$303K Sell
2,761
-824
-23% -$91.4K 0.3% 67
2025
Q3 		$394K Hold
3,585
– – 0.45% 57
2025
Q2 		$394K Hold
3,585
– – 0.45% 57
2025
Q1 		$398K Sell
3,585
-3,139
-47% -$341K 0.52% 50
2024
Q4 		$716K Sell
6,724
-1,698
-20% -$184K 0.97% 29
2024
Q3 		$930K Hold
8,422
– – 1.28% 18
2024
Q2 		$899K Sell
8,422
-79
-0.9% -$8.4K 1.36% 18
2024
Q1 		$913K Sell
8,501
-100
-1% -$10.7K 1.46% 17
2023
Q4 		$925K Buy
+8,601
New +$899K 1.6% 17

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valued Retirements's TIP Position: Q1 2026 in Review

Valued Retirements reduced its iShares TIPS Bond ETF (TIP) stake by 2.2% in Q1 2026, selling an estimated $6.64K and leaving 2,701 shares worth $298K. The position accounts for 0.29% of the portfolio, ranked #67.

Valued Retirements first reported a position in TIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $930K in Q3 2024. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Valued Retirements held 2,701 shares of iShares TIPS Bond ETF worth $298K as of Q1 2026.
  • Valued Retirements sold 60 iShares TIPS Bond ETF shares in Q1 2026, an estimated $6.64K.
  • iShares TIPS Bond ETF made up 0.29% of Valued Retirements's portfolio in Q1 2026, its #67 holding.
  • Valued Retirements first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Valued Retirements's iShares TIPS Bond ETF position peaked at $930K in Q3 2024.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Valued Retirements's 13F filing for Q1 2026, filed 13 May 2026.