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RAFFA WEALTH MANAGEMENT, LLC’s iShares TIPS Bond ETF TIP Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$69.1K Buy
631
+10
+2% +$1.1K 0.01% 154
2026
Q1 		$68.5K Hold
621
– – 0.01% 139
2025
Q4 		$68.2K Buy
621
+7
+1% +$777 0.01% 141
2025
Q3 		$68.3K Buy
614
+6
+1% +$663 0.01% 140
2025
Q2 		$66.9K Buy
608
+8
+1% +$873 0.01% 159
2025
Q1 		$66.6K Hold
600
– – 0.02% 130
2024
Q4 		$63.9K Buy
600
+3
+0.5% +$325 0.01% 135
2024
Q3 		$65.9K Buy
597
+4
+0.7% +$435 0.02% 129
2024
Q2 		$63.3K Buy
593
+8
+1% +$851 0.02% 185
2024
Q1 		$62.8K Buy
+585
New +$62.5K 0.02% 178
2023
Q3 		$60.2K Buy
+580
New +$61.4K 0.02% 116
2022
Q4 		$60.6K Sell
569
-308
-35% -$32.9K 0.02% 120
2022
Q3 		$92K Buy
+877
New +$99.3K 0.04% 92
2021
Q4 		$107K Buy
826
+537
+186% +$69.2K 0.04% 92
2021
Q3 		$36.9K Buy
289
+6
+2% +$774 0.01% 155
2021
Q2 		$36.3K Buy
+283
New +$36K 0.01% 156
2020
Q4 		$35.8K Buy
+280
New +$35.3K 0.01% 148
2020
Q2 		$34.5K Sell
280
-32
-10% -$3.89K 0.01% 135
2020
Q1 		$36.8K Buy
+312
New +$36.8K 0.01% 120
2019
Q3 		$32.6K Buy
+280
New +$32.5K 0.01% 164
2018
Q1 		$199K Hold
1,758
– – 0.07% 75
2017
Q4 		$201K Buy
+1,758
New +$200K 0.08% 83
2017
Q1 		$131K Buy
+1,146
New +$131K 0.06% 65
2016
Q3 		$70.7K Buy
+607
New +$70.4K 0.04% 76
2016
Q1 		$62K Buy
540
+4
+0.7% +$447 0.04% 82
2015
Q4 		$58.8K Buy
+536
New +$59.2K 0.04% 74
2015
Q2 		$66.6K Buy
594
+164
+38% +$18.5K 0.04% 72
2015
Q1 		$48.8K Hold
430
– – 0.03% 80
2014
Q4 		$48.2K Hold
430
– – 0.03% 79
2014
Q3 		$48.2K Sell
430
-110
-20% -$12.6K 0.04% 81
2014
Q2 		$62.3K Buy
540
+110
+26% +$12.5K 0.05% 68
2014
Q1 		$48.2K Hold
430
– – 0.04% 83
2013
Q4 		$48.2K Buy
+430
New +$48K 0.03% 79

Other funds holding TIP

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM

RAFFA WEALTH MANAGEMENT, LLC's TIP Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its iShares TIPS Bond ETF (TIP) stake by 1.6% in Q2 2026, buying an estimated $1.1K and bringing the position to 631 shares worth $69.1K. The position accounts for 0.01% of the portfolio, ranked #154.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in TIP in Q4 2013 and has held it in 33 quarters since. The position peaked at $201K in Q4 2017. 341 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 631 shares of iShares TIPS Bond ETF worth $69.1K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 10 iShares TIPS Bond ETF shares in Q2 2026, an estimated $1.1K.
  • iShares TIPS Bond ETF made up 0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #154 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares TIPS Bond ETF in Q4 2013 and has held it in 33 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's iShares TIPS Bond ETF position peaked at $201K in Q4 2017.
  • 341 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.