WQ
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Wealth Quarterback’s iShares TIPS Bond ETF TIP Stock Holding History

Wealth Quarterback’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 		$295K Sell
2,673
-258
-9% -$28.6K 0.12% 128
2025
Q4 		$322K Buy
2,931
+18
+0.6% +$2K 0.12% 121
2025
Q3 		$324K Sell
2,913
-107
-4% -$11.8K 0.13% 119
2025
Q2 		$332K Sell
3,020
-408
-12% -$44.5K 0.16% 105
2025
Q1 		$381K Sell
3,428
-574
-14% -$62.4K 0.21% 86
2024
Q4 		$426K Sell
4,002
-1,111
-22% -$120K 0.2% 76
2024
Q3 		$565K Sell
5,113
-63
-1% -$6.84K 0.29% 67
2024
Q2 		$553K Sell
5,176
-672
-11% -$71.5K 0.31% 64
2024
Q1 		$628K Sell
5,848
-73
-1% -$7.8K 0.35% 66
2023
Q4 		$636K Sell
5,921
-1,745
-23% -$182K 0.39% 60
2023
Q3 		$795K Sell
7,666
-52,037
-87% -$5.51M 0.69% 32
2023
Q2 		$6.43M Buy
59,703
+1,365
+2% +$149K 4.45% 7
2023
Q1 		$6.43M Sell
58,338
-251
-0.4% -$27.2K 5.46% 2
2022
Q4 		$6.24M Sell
58,589
-1,282
-2% -$137K 5.17% 2
2022
Q3 		$6.28M Sell
59,871
-181
-0.3% -$20.5K 6.68% 1
2022
Q2 		$6.84M Buy
+60,052
New +$7.12M 5.33% 2
2021
Q3 		$8.12M Buy
70,657
+6,400
+10% +$825K 5.4% 3
2021
Q2 		$8.23M Buy
+64,257
New +$8.16M 5% 3
2020
Q4 		– Sell
-2,673
Closed -$329K – 125
2020
Q3 		$329K Hold
2,673
– – 0.3% 79
2020
Q2 		$329K Sell
2,673
-1,491
-36% -$181K 0.3% 79
2020
Q1 		$475K Sell
4,164
-386,176
-99% -$45.5M 0.44% 51
2019
Q4 		$290K Buy
+390,340
New +$45.4M 0.25% 83

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 Quarterback's TIP Position: Q1 2026 in Review

Wealth Quarterback reduced its iShares TIPS Bond ETF (TIP) stake by 8.8% in Q1 2026, selling an estimated $28.6K and leaving 2,673 shares worth $295K. The position accounts for 0.12% of the portfolio, ranked #128.

Wealth Quarterback first reported a position in TIP in Q4 2019 and has held it in 22 quarters since. The position peaked at $8.23M in Q2 2021. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Wealth Quarterback held 2,673 shares of iShares TIPS Bond ETF worth $295K as of Q1 2026.
  • Wealth Quarterback sold 258 iShares TIPS Bond ETF shares in Q1 2026, an estimated $28.6K.
  • iShares TIPS Bond ETF made up 0.12% of Wealth Quarterback's portfolio in Q1 2026, its #128 holding.
  • Wealth Quarterback first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • Wealth Quarterback's iShares TIPS Bond ETF position peaked at $8.23M in Q2 2021.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.