WI
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WealthNavi Inc’s iShares TIPS Bond ETF TIP Stock Holding History

WealthNavi Inc’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 		$72.3M Sell
654,936
-37,596
-5% -$4.16M 0.63% 10
2025
Q4 		$76.1M Sell
692,532
-34,713
-5% -$3.85M 0.67% 10
2025
Q3 		$80.9M Sell
727,245
-37,285
-5% -$4.12M 0.75% 10
2025
Q2 		$84.1M Sell
764,530
-32,923
-4% -$3.59M 0.85% 10
2025
Q1 		$88.6M Sell
797,453
-44,071
-5% -$4.79M 0.99% 10
2024
Q4 		$89.7M Sell
841,524
-42,520
-5% -$4.6M 1.04% 10
2024
Q3 		$97.7M Sell
884,044
-45,107
-5% -$4.9M 1.12% 10
2024
Q2 		$99.2M Sell
929,151
-77,904
-8% -$8.28M 1.26% 8
2024
Q1 		$108M Sell
1,007,055
-121,358
-11% -$13M 1.44% 8
2023
Q4 		$121M Sell
1,128,413
-124,513
-10% -$13M 1.76% 8
2023
Q3 		$130M Buy
1,252,926
+93,013
+8% +$9.84M 2.11% 8
2023
Q2 		$125M Buy
1,159,913
+67,735
+6% +$7.38M 2.03% 7
2023
Q1 		$120M Buy
1,092,178
+42,083
+4% +$4.55M 2.05% 7
2022
Q4 		$112M Buy
1,050,095
+24,177
+2% +$2.58M 2.09% 7
2022
Q3 		$108M Buy
1,025,918
+90,077
+10% +$10.2M 2.27% 7
2022
Q2 		$107M Buy
935,841
+77,384
+9% +$9.18M 2.18% 7
2022
Q1 		$107M Buy
858,457
+74,279
+9% +$9.34M 2.01% 7
2021
Q4 		$101M Buy
784,178
+54,952
+8% +$7.09M 1.85% 7
2021
Q3 		$93.1M Buy
729,226
+124,585
+21% +$16.1M 1.92% 7
2021
Q2 		$77.4M Buy
604,641
+107,193
+22% +$13.6M 1.78% 7
2021
Q1 		$62.4M Buy
497,448
+63,707
+15% +$8.06M 1.72% 7
2020
Q4 		$55.4M Buy
433,741
+36,431
+9% +$4.6M 1.75% 7
2020
Q3 		$50.3M Buy
397,310
+57,015
+17% +$7.16M 1.84% 7
2020
Q2 		$41.9M Buy
340,295
+18,839
+6% +$2.29M 1.81% 7
2020
Q1 		$37.9M Buy
321,456
+41,438
+15% +$4.88M 2.11% 7
2019
Q4 		$32.6M Buy
280,018
+44,422
+19% +$5.16M 1.78% 7
2019
Q3 		$27.4M Buy
235,596
+48,720
+26% +$5.66M 1.71% 7
2019
Q2 		$21.6M Buy
186,876
+32,858
+21% +$3.74M 1.52% 7
2019
Q1 		$17.4M Buy
+154,018
New +$17.1M 1.39% 7

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

WealthNavi Inc's TIP Position: Q1 2026 in Review

WealthNavi Inc reduced its iShares TIPS Bond ETF (TIP) stake by 5.4% in Q1 2026, selling an estimated $4.16M and leaving 654,936 shares worth $72.3M. The position accounts for 0.63% of the portfolio, ranked #10.

WealthNavi Inc first reported a position in TIP in Q1 2019 and has held it in 29 quarters since. The position peaked at $130M in Q3 2023. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • WealthNavi Inc held 654,936 shares of iShares TIPS Bond ETF worth $72.3M as of Q1 2026.
  • WealthNavi Inc sold 37,596 iShares TIPS Bond ETF shares in Q1 2026, an estimated $4.16M.
  • iShares TIPS Bond ETF made up 0.63% of WealthNavi Inc's portfolio in Q1 2026, its #10 holding.
  • WealthNavi Inc first reported a position in iShares TIPS Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • WealthNavi Inc's iShares TIPS Bond ETF position peaked at $130M in Q3 2023.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on WealthNavi Inc's 13F filing for Q1 2026, filed 21 Apr 2026.