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Wealth Alliance’s iShares TIPS Bond ETF TIP Stock Holding History

Wealth Alliance’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 		$3.95M Buy
35,786
+1,272
+4% +$141K 0.39% 51
2025
Q4 		$3.79M Buy
34,514
+391
+1% +$43.4K 0.37% 45
2025
Q3 		$3.8M Buy
+34,123
New +$3.77M 0.39% 45
2025
Q2 		– Sell
-33,537
Closed -$3.73M – 569
2025
Q1 		$3.73M Sell
33,537
-609
-2% -$66.2K 0.45% 41
2024
Q4 		$3.64M Sell
34,146
-642
-2% -$69.5K 0.44% 36
2024
Q3 		$3.84M Sell
34,788
-2,282
-6% -$248K 0.46% 33
2024
Q2 		$3.96M Buy
37,070
+1,404
+4% +$149K 0.51% 30
2024
Q1 		$3.83M Buy
35,666
+32,977
+1,226% +$3.52M 0.5% 31
2023
Q4 		$289K Sell
2,689
-6,954
-72% -$727K 0.04% 390
2023
Q3 		$1M Buy
+9,643
New +$1.02M 0.16% 134
2023
Q1 		– Sell
-3,149
Closed -$335K – 535
2022
Q4 		$335K Sell
3,149
-17,141
-84% -$1.83M 0.06% 313
2022
Q3 		$2.13M Sell
20,290
-1,977
-9% -$224K 0.42% 37
2022
Q2 		$2.54M Buy
22,267
+9,621
+76% +$1.14M 0.49% 35
2022
Q1 		$1.57M Sell
12,646
-36,982
-75% -$4.65M 0.32% 62
2021
Q4 		$6.41M Buy
49,628
+1,558
+3% +$201K 1.29% 12
2021
Q3 		$6.14M Buy
48,070
+14,412
+43% +$1.86M 1.38% 9
2021
Q2 		$4.31M Buy
33,658
+31,823
+1,734% +$4.04M 1.01% 16
2021
Q1 		$230K Sell
1,835
-30,746
-94% -$3.89M 0.06% 352
2020
Q4 		$4.16M Buy
32,581
+221
+0.7% +$27.9K 1.23% 14
2020
Q3 		$4.09M Buy
32,360
+1,085
+3% +$136K 1.47% 7
2020
Q2 		$3.85M Sell
31,275
-18,123
-37% -$2.2M 1.52% 10
2020
Q1 		$5.83M Sell
49,398
-50,462
-51% -$5.94M 3.14% 3
2019
Q4 		$11.6M Buy
+99,860
New +$11.6M 8.27% 2

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

Wealth Alliance's TIP Position: Q1 2026 in Review

Wealth Alliance increased its iShares TIPS Bond ETF (TIP) stake by 3.7% in Q1 2026, buying an estimated $141K and bringing the position to 35,786 shares worth $3.95M. The position accounts for 0.39% of the portfolio, ranked #51.

Wealth Alliance first reported a position in TIP in Q4 2019 and has held it in 23 quarters since. The position peaked at $11.6M in Q4 2019. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Wealth Alliance held 35,786 shares of iShares TIPS Bond ETF worth $3.95M as of Q1 2026.
  • Wealth Alliance bought 1,272 iShares TIPS Bond ETF shares in Q1 2026, an estimated $141K.
  • iShares TIPS Bond ETF made up 0.39% of Wealth Alliance's portfolio in Q1 2026, its #51 holding.
  • Wealth Alliance first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 23 quarters since.
  • Wealth Alliance's iShares TIPS Bond ETF position peaked at $11.6M in Q4 2019.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.