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Wealthcare Advisory Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Wealthcare Advisory Partners’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 		$1.16M Sell
10,596
-1,230
-10% -$136K 0.02% 480
2026
Q1 		$1.31M Sell
11,826
-355
-3% -$39.3K 0.03% 453
2025
Q4 		$1.34M Sell
12,181
-28
-0.2% -$3.11K 0.03% 444
2025
Q3 		$1.36M Buy
12,209
+616
+5% +$68.1K 0.03% 423
2025
Q2 		$1.28M Sell
11,593
-301
-3% -$32.8K 0.03% 423
2025
Q1 		$1.32M Sell
11,894
-747
-6% -$81.1K 0.04% 381
2024
Q4 		$1.35M Sell
12,641
-805
-6% -$87.1K 0.04% 355
2024
Q3 		$1.49M Sell
13,446
-216
-2% -$23.5K 0.04% 325
2024
Q2 		$1.46M Sell
13,662
-31
-0.2% -$3.3K 0.05% 293
2024
Q1 		$1.47M Sell
13,693
-214
-2% -$22.9K 0.05% 288
2023
Q4 		$1.49M Sell
13,907
-2,998
-18% -$313K 0.06% 245
2023
Q3 		$1.75M Sell
16,905
-3,367
-17% -$356K 0.08% 191
2023
Q2 		$2.18M Sell
20,272
-2,409
-11% -$262K 0.1% 168
2023
Q1 		$2.5M Sell
22,681
-1,527
-6% -$165K 0.11% 155
2022
Q4 		$2.58M Buy
24,208
+3,832
+19% +$409K 0.12% 140
2022
Q3 		$2.14M Buy
20,376
+2,321
+13% +$263K 0.12% 136
2022
Q2 		$2.06M Sell
18,055
-1,460
-7% -$173K 0.12% 111
2022
Q1 		$2.43M Sell
19,515
-263
-1% -$33.1K 0.15% 87
2021
Q4 		$2.56M Buy
19,778
+1,560
+9% +$201K 0.15% 85
2021
Q3 		$2.33M Buy
18,218
+2,819
+18% +$363K 0.15% 93
2021
Q2 		$1.97M Buy
15,399
+4,025
+35% +$511K 0.13% 107
2021
Q1 		$1.43M Buy
11,374
+928
+9% +$117K 0.1% 125
2020
Q4 		$1.33M Sell
10,446
-2,081
-17% -$262K 0.12% 111
2020
Q3 		$1.58M Sell
12,527
-2,717
-18% -$341K 0.17% 80
2020
Q2 		$1.88M Sell
15,244
-960
-6% -$117K 0.23% 56
2020
Q1 		$1.91M Sell
16,204
-3,434
-17% -$405K 0.28% 44
2019
Q4 		$2.29M Sell
19,638
-358
-2% -$41.6K 0.29% 43
2019
Q3 		$2.33M Buy
19,996
+29
+0.1% +$3.37K 0.34% 42
2019
Q2 		$2.31M Sell
19,967
-1,217
-6% -$138K 0.37% 36
2019
Q1 		$2.4M Sell
21,184
-2,629
-11% -$292K 0.41% 35
2018
Q4 		$2.61M Sell
23,813
-13,580
-36% -$1.48M 0.51% 32
2018
Q3 		$4.14M Sell
37,393
-1,925
-5% -$215K 0.76% 22
2018
Q2 		$4.44M Buy
39,318
+3,100
+9% +$348K 0.87% 24
2018
Q1 		$4.09M Buy
36,218
+334
+0.9% +$37.6K 0.93% 20
2017
Q4 		$4.09M Buy
35,884
+1,875
+6% +$213K 1.05% 17
2017
Q3 		$3.86M Buy
34,009
+17,971
+112% +$2.05M 1.15% 17
2017
Q2 		$1.82M Buy
16,038
+2,808
+21% +$321K 0.88% 19
2017
Q1 		$1.52M Buy
13,230
+12,726
+2,525% +$1.45M 0.83% 20
2016
Q4 		$57K Buy
+504
New +$57.5K 0.03% 42

Other funds holding TIP

VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

Wealthcare Advisory Partners's TIP Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares TIPS Bond ETF (TIP) stake by 10% in Q2 2026, selling an estimated $136K and leaving 10,596 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #480.

Wealthcare Advisory Partners first reported a position in TIP in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.44M in Q2 2018. 226 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Wealthcare Advisory Partners held 10,596 shares of iShares TIPS Bond ETF worth $1.16M as of Q2 2026.
  • Wealthcare Advisory Partners sold 1,230 iShares TIPS Bond ETF shares in Q2 2026, an estimated $136K.
  • iShares TIPS Bond ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #480 holding.
  • Wealthcare Advisory Partners first reported a position in iShares TIPS Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • Wealthcare Advisory Partners's iShares TIPS Bond ETF position peaked at $4.44M in Q2 2018.
  • 226 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.