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 Q2	$2.06M	Sell	18,851 -19	-0.1%	-$2.1K	0.75%	26
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 $1.55T 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

WealthCollab's TIP Position: Q2 2026 in Review

WealthCollab reduced its iShares TIPS Bond ETF (TIP) stake by 0.1% in Q2 2026, selling an estimated $2.1K and leaving 18,851 shares worth $2.06M. The position accounts for 0.75% of the portfolio, ranked #26.

WealthCollab first reported a position in TIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.29M in Q3 2024. 1,021 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

WealthCollab held 18,851 shares of iShares TIPS Bond ETF worth $2.06M as of Q2 2026.
WealthCollab sold 19 iShares TIPS Bond ETF shares in Q2 2026, an estimated $2.1K.
iShares TIPS Bond ETF made up 0.75% of WealthCollab's portfolio in Q2 2026, its #26 holding.
WealthCollab first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
WealthCollab's iShares TIPS Bond ETF position peaked at $2.29M in Q3 2024.
1,021 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.