WealthCollab’s iShares TIPS Bond ETF TIP Stock Holding History

WealthCollab’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	$2.08M	Sell	18,870 -803	-4%	-$88.9K	0.86%	25
2025 Q4	$2.16M	Sell	19,673 -18	-0.1%	-$2K	0.88%	26
2025 Q3	$2.19M	Hold	19,691	–	–	1%	25
2025 Q2	$2.17M	Sell	19,691 -45	-0.2%	-$4.91K	1.21%	23
2025 Q1	$2.19M	Sell	19,736 -60	-0.3%	-$6.52K	1.35%	20
2024 Q4	$2.11M	Sell	19,796 -974	-5%	-$105K	1.35%	21
2024 Q3	$2.29M	Sell	20,770 -451	-2%	-$49K	1.5%	19
2024 Q2	$2.27M	Sell	21,221 -6	-0%	-$638	1.63%	19
2024 Q1	$2.28M	Sell	21,227 -10	-0%	-$1.07K	1.68%	18
2023 Q4	$2.28M	Buy	+21,237	New	+$2.22M	1.78%	17

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthCollab's TIP Position: Q1 2026 in Review

WealthCollab reduced its iShares TIPS Bond ETF (TIP) stake by 4.1% in Q1 2026, selling an estimated $88.9K and leaving 18,870 shares worth $2.08M. The position accounts for 0.86% of the portfolio, ranked #25.

WealthCollab first reported a position in TIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.29M in Q3 2024. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

WealthCollab held 18,870 shares of iShares TIPS Bond ETF worth $2.08M as of Q1 2026.
WealthCollab sold 803 iShares TIPS Bond ETF shares in Q1 2026, an estimated $88.9K.
iShares TIPS Bond ETF made up 0.86% of WealthCollab's portfolio in Q1 2026, its #25 holding.
WealthCollab first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 10 quarters since.
WealthCollab's iShares TIPS Bond ETF position peaked at $2.29M in Q3 2024.
1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.