WFL
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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
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
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 $5.7T 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 $564B 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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return