Wealth Enhancement Advisory Services
TIP icon

Wealth Enhancement Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History

Wealth Enhancement Advisory Services’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 		$12.5M Buy
125,203
+2,089
+2% +$231K 0.02% 584
2026
Q1 		$12.6M Sell
123,114
-56,626
-32% -$6.27M 0.03% 516
2025
Q4 		$19.8M Buy
179,740
+8,358
+5% +$927K 0.03% 484
2025
Q3 		$19.1M Buy
171,382
+9,239
+6% +$1.02M 0.03% 464
2025
Q2 		$17.7M Sell
162,143
-16,259
-9% -$1.77M 0.03% 458
2025
Q1 		$19.8M Buy
178,402
+35,058
+24% +$3.81M 0.04% 402
2024
Q4 		$15.3M Sell
143,344
-12,272
-8% -$1.33M 0.03% 439
2024
Q3 		$17.2M Buy
155,616
+1,821
+1% +$198K 0.04% 378
2024
Q2 		$16.4M Sell
153,795
-19,347
-11% -$2.06M 0.04% 365
2024
Q1 		$18.6M Sell
173,142
-34,465
-17% -$3.68M 0.05% 336
2023
Q4 		$22.3M Buy
207,607
+149,546
+258% +$15.6M 0.06% 278
2023
Q3 		$6.02M Buy
58,061
+24,587
+73% +$2.6M 0.02% 533
2023
Q2 		$3.6M Sell
33,474
-20,240
-38% -$2.2M 0.04% 152
2023
Q1 		$5.92M Sell
53,714
-27,655
-34% -$2.99M 0.07% 123
2022
Q4 		$8.84M Buy
81,369
+48,370
+147% +$5.17M 0.11% 90
2022
Q3 		$3.48M Buy
32,999
+14,653
+80% +$1.66M 0.05% 140
2022
Q2 		$2.08M Buy
18,346
+7,892
+75% +$936K 0.03% 201
2022
Q1 		$1.29M Buy
10,454
+554
+6% +$69.7K 0.02% 224
2021
Q4 		$1.24M Buy
9,900
+2,284
+30% +$295K 0.02% 209
2021
Q3 		$986K Buy
7,616
+517
+7% +$66.7K 0.01% 214
2021
Q2 		$916K Buy
7,099
+236
+3% +$30K 0.01% 208
2021
Q1 		$860K Buy
6,863
+4
+0.1% +$506 0.02% 208
2020
Q4 		$872K Buy
+6,859
New +$865K 0.02% 179
2020
Q3 		– Sell
-11,153
Closed -$1.39M – 242
2020
Q2 		$1.39M Sell
11,153
-883
-7% -$107K 0.04% 158
2020
Q1 		$1.47M Sell
12,036
-2,049
-15% -$241K 0.05% 127
2019
Q4 		$1.64M Sell
14,085
-47
-0.3% -$5.46K 0.06% 129
2019
Q3 		$1.64M Sell
14,132
-311
-2% -$36.1K 0.07% 118
2019
Q2 		$1.66M Sell
14,443
-189
-1% -$21.5K 0.07% 110
2019
Q1 		$1.65M Sell
14,632
-1,428
-9% -$158K 0.09% 92
2018
Q4 		$1.76M Buy
16,060
+999
+7% +$109K 0.11% 73
2018
Q3 		$1.65M Buy
15,061
+75
+0.5% +$8.38K 0.1% 76
2018
Q2 		$1.69M Buy
14,986
+264
+2% +$29.6K 0.1% 76
2018
Q1 		$1.66M Sell
14,722
-163
-1% -$18.3K 0.11% 71
2017
Q4 		$1.69M Buy
14,885
+256
+2% +$29.1K 0.12% 85
2017
Q3 		$1.66M Buy
14,629
+982
+7% +$112K 0.14% 76
2017
Q2 		$1.53M Sell
13,647
-244
-2% -$27.9K 0.14% 73
2017
Q1 		$1.59M Buy
13,891
+95
+0.7% +$10.8K 0.17% 67
2016
Q4 		$1.56M Buy
13,796
+374
+3% +$42.7K 0.19% 65
2016
Q3 		$1.55M Buy
13,422
+105
+0.8% +$12.2K 0.23% 63
2016
Q2 		$1.55M Sell
13,317
-735
-5% -$84.4K 0.28% 52
2016
Q1 		$1.61M Sell
14,052
-1,270
-8% -$142K 0.33% 47
2015
Q4 		$1.68M Sell
15,322
-15,278
-50% -$1.69M 0.43% 41
2015
Q3 		$3.42M Buy
30,600
+5,057
+20% +$564K 1.04% 25
2015
Q2 		$2.86M Buy
25,543
+3,109
+14% +$351K 0.88% 26
2015
Q1 		$2.55M Buy
22,434
+4,567
+26% +$518K 0.98% 24
2014
Q4 		$2M Buy
+17,867
New +$2.02M 0.79% 28

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services's TIP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares TIPS Bond ETF (TIP) stake by 1.7% in Q2 2026, buying an estimated $231K and bringing the position to 125,203 shares worth $12.5M. The position accounts for 0.02% of the portfolio, ranked #584.

Wealth Enhancement Advisory Services first reported a position in TIP in Q4 2014 and has held it in 46 quarters since. The position peaked at $22.3M in Q4 2023. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 125,203 shares of iShares TIPS Bond ETF worth $12.5M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,089 iShares TIPS Bond ETF shares in Q2 2026, an estimated $231K.
  • iShares TIPS Bond ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #584 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares TIPS Bond ETF in Q4 2014 and has held it in 46 quarters since.
  • Wealth Enhancement Advisory Services's iShares TIPS Bond ETF position peaked at $22.3M in Q4 2023.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.