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Vise Technologies’s iShares TIPS Bond ETF TIP Stock Holding History

Vise Technologies’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 		$846K Hold
7,699
– – 0.02% 646
2025
Q4 		$846K Buy
7,699
+5,867
+320% +$651K 0.02% 651
2025
Q3 		$204K Buy
+1,832
New +$202K 0.01% 1121
2024
Q4 		– Sell
-6,917
Closed -$764K – 839
2024
Q3 		$764K Sell
6,917
-481
-7% -$52.3K 0.1% 201
2024
Q2 		$790K Buy
7,398
+4,902
+196% +$521K 0.14% 147
2024
Q1 		$268K Sell
2,496
-655
-21% -$70K 0.05% 308
2023
Q4 		$339K Sell
3,151
-1,559
-33% -$163K 0.07% 250
2023
Q3 		$489K Buy
4,710
+1,872
+66% +$198K 0.12% 173
2023
Q2 		$305K Buy
2,838
+183
+7% +$19.9K 0.07% 244
2023
Q1 		$293K Buy
2,655
+16
+0.6% +$1.73K 0.08% 252
2022
Q4 		$281K Sell
2,639
-1,979
-43% -$211K 0.09% 246
2022
Q3 		$484K Buy
+4,618
New +$523K 0.18% 131

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

Vise Technologies's TIP Position: Q1 2026 in Review

Vise Technologies held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 7,699 shares worth $846K. The position accounts for 0.02% of the portfolio, ranked #646.

Vise Technologies first reported a position in TIP in Q3 2022 and has held it in 12 quarters since. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Vise Technologies held 7,699 shares of iShares TIPS Bond ETF worth $846K as of Q1 2026.
  • Vise Technologies left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
  • iShares TIPS Bond ETF made up 0.02% of Vise Technologies's portfolio in Q1 2026, its #646 holding.
  • Vise Technologies first reported a position in iShares TIPS Bond ETF in Q3 2022 and has held it in 12 quarters since.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.