Wealthedge Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Wealthedge Investment Advisors’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	$2.25M	Buy	20,524 +692	+3%	+$76.5K	0.76%	36
2026 Q1	$2.19M	Buy	19,832 +2,934	+17%	+$325K	0.8%	37
2025 Q4	$1.86M	Sell	16,898 -175	-1%	-$19.4K	0.69%	41
2025 Q3	$1.9M	Sell	17,073 -15,817	-48%	-$1.75M	0.72%	43
2025 Q2	$3.62M	Buy	32,890 +14,203	+76%	+$1.55M	1.51%	18
2025 Q1	$2.08M	Buy	18,687 +5,049	+37%	+$548K	0.94%	30
2024 Q4	$1.45M	Buy	+13,638	New	+$1.48M	0.65%	43

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

Wealthedge Investment Advisors's TIP Position: Q2 2026 in Review

Wealthedge Investment Advisors increased its iShares TIPS Bond ETF (TIP) stake by 3.5% in Q2 2026, buying an estimated $76.5K and bringing the position to 20,524 shares worth $2.25M. The position accounts for 0.76% of the portfolio, ranked #36.

Wealthedge Investment Advisors first reported a position in TIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.62M in Q2 2025. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Wealthedge Investment Advisors held 20,524 shares of iShares TIPS Bond ETF worth $2.25M as of Q2 2026.
Wealthedge Investment Advisors bought 692 iShares TIPS Bond ETF shares in Q2 2026, an estimated $76.5K.
iShares TIPS Bond ETF made up 0.76% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #36 holding.
Wealthedge Investment Advisors first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
Wealthedge Investment Advisors's iShares TIPS Bond ETF position peaked at $3.62M in Q2 2025.
1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.