Wealth Forward LLC’s iShares TIPS Bond ETF TIP Stock Holding History

Wealth Forward 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	$10.2M	Buy	93,666 +535	+0.6%	+$59.1K	5.1%	8
2026 Q1	$10.3M	Buy	93,131 +443	+0.5%	+$49K	5.8%	7
2025 Q4	$10.2M	Buy	92,688 +1,297	+1%	+$144K	5.76%	7
2025 Q3	$10.2M	Sell	91,391 -12,539	-12%	-$1.39M	5.9%	7
2025 Q2	$11.4M	Buy	103,930 +851	+0.8%	+$92.8K	7.69%	6
2025 Q1	$11.5M	Buy	103,079 +975	+1%	+$106K	8.15%	6
2024 Q4	$10.9M	Buy	102,104 +2,762	+3%	+$299K	7.68%	6
2024 Q3	$11M	Sell	99,342 -1,384	-1%	-$150K	7.7%	6
2024 Q2	$10.8M	Buy	100,726 +673	+0.7%	+$71.6K	8.4%	6
2024 Q1	$10.7M	Buy	100,053 +3,660	+4%	+$391K	8.46%	6
2023 Q4	$10.4M	Buy	+96,393	New	+$10.1M	8.75%	5

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Forward LLC's TIP Position: Q2 2026 in Review

Wealth Forward LLC increased its iShares TIPS Bond ETF (TIP) stake by 0.57% in Q2 2026, buying an estimated $59.1K and bringing the position to 93,666 shares worth $10.2M. The position accounts for 5.1% of the portfolio, ranked #8.

Wealth Forward LLC first reported a position in TIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.5M in Q1 2025. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Wealth Forward LLC held 93,666 shares of iShares TIPS Bond ETF worth $10.2M as of Q2 2026.
Wealth Forward LLC bought 535 iShares TIPS Bond ETF shares in Q2 2026, an estimated $59.1K.
iShares TIPS Bond ETF made up 5.1% of Wealth Forward LLC's portfolio in Q2 2026, its #8 holding.
Wealth Forward LLC first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
Wealth Forward LLC's iShares TIPS Bond ETF position peaked at $11.5M in Q1 2025.
1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Wealth Forward LLC's 13F filing for Q2 2026, filed 29 Jul 2026.