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Wealthspire Advisors (New York)’s iShares TIPS Bond ETF TIP Stock Holding History

Wealthspire Advisors (New York)’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 		$23.2M Buy
212,028
+196,877
+1,299% +$21.8M 0.13% 109
2026
Q1 		$1.67M Buy
15,151
+3,698
+32% +$409K 0.01% 312
2025
Q4 		$1.26M Buy
11,453
+556
+5% +$61.7K 0.01% 383
2025
Q3 		$1.21M Sell
10,897
-336
-3% -$37.1K 0.01% 351
2025
Q2 		$1.24M Buy
11,233
+8,046
+252% +$878K 0.01% 347
2025
Q1 		$354K Sell
3,187
-83
-3% -$9.02K ﹤0.01% 597
2024
Q4 		$348K Sell
3,270
-92
-3% -$9.96K ﹤0.01% 614
2024
Q3 		$371K Sell
3,362
-1,244
-27% -$135K ﹤0.01% 570
2024
Q2 		$492K Buy
4,606
+733
+19% +$77.9K 0.01% 437
2024
Q1 		$416K Sell
3,873
-188
-5% -$20.1K 0.01% 456
2023
Q4 		$437K Sell
4,061
-966
-19% -$101K 0.01% 437
2023
Q3 		$521K Buy
5,027
+456
+10% +$48.3K 0.01% 383
2023
Q2 		$492K Sell
4,571
-3,487
-43% -$380K 0.01% 370
2023
Q1 		$888K Sell
8,058
-844
-9% -$91.3K 0.02% 269
2022
Q4 		$948K Sell
8,902
-5,166
-37% -$552K 0.02% 273
2022
Q3 		$1.48M Buy
14,068
+5,686
+68% +$644K 0.03% 177
2022
Q2 		$955K Buy
8,382
+39
+0.5% +$4.63K 0.02% 215
2022
Q1 		$1.04M Buy
8,343
+46
+0.6% +$5.79K 0.02% 188
2021
Q4 		$1.07M Buy
8,297
+433
+6% +$55.8K 0.02% 221
2021
Q3 		$1M Buy
7,864
+5,887
+298% +$759K 0.02% 246
2021
Q2 		$253K Sell
1,977
-6,733
-77% -$855K 0.01% 321
2021
Q1 		$1.09M Buy
8,710
+6,661
+325% +$843K 0.03% 249
2020
Q4 		$262K Buy
+2,049
New +$258K 0.01% 480
2019
Q1 		– Sell
-189
Closed -$21K – 711
2018
Q4 		$21K Buy
+189
New +$20.6K ﹤0.01% 333

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthspire Advisors (New York)'s TIP Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares TIPS Bond ETF (TIP) stake by 1,299% in Q2 2026, buying an estimated $21.8M and bringing the position to 212,028 shares worth $23.2M. The position accounts for 0.13% of the portfolio, ranked #109.

Wealthspire Advisors (New York) first reported a position in TIP in Q4 2018 and has held it in 24 quarters since. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Wealthspire Advisors (New York) held 212,028 shares of iShares TIPS Bond ETF worth $23.2M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 196,877 iShares TIPS Bond ETF shares in Q2 2026, an estimated $21.8M.
  • iShares TIPS Bond ETF made up 0.13% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #109 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 24 quarters since.
  • 1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.