WealthSpring Partners’s iShares TIPS Bond ETF TIP Stock Holding History

WealthSpring Partners’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	$272K	Buy	2,482 +105	+4%	+$11.6K	0.23%	59
2026 Q1	$262K	Sell	2,377 -190	-7%	-$21K	0.24%	57
2025 Q4	$282K	Buy	+2,567	New	+$285K	0.29%	45
2023 Q3	$1.27M	Sell	12,254 -1,501	-11%	-$159K	0.95%	17
2023 Q2	$1.48M	Sell	13,755 -11,772	-46%	-$1.28M	1.07%	17
2023 Q1	$2.81M	Sell	25,527 -1,036	-4%	-$112K	2.18%	11
2022 Q4	$2.83M	Sell	26,563 -6,656	-20%	-$711K	2.21%	12
2022 Q3	$3.48M	Buy	+33,219	New	+$3.76M	3.08%	9

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

WealthSpring Partners's TIP Position: Q2 2026 in Review

WealthSpring Partners increased its iShares TIPS Bond ETF (TIP) stake by 4.4% in Q2 2026, buying an estimated $11.6K and bringing the position to 2,482 shares worth $272K. The position accounts for 0.23% of the portfolio, ranked #59.

WealthSpring Partners first reported a position in TIP in Q3 2022 and has held it in 8 quarters since. The position peaked at $3.48M in Q3 2022. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

WealthSpring Partners held 2,482 shares of iShares TIPS Bond ETF worth $272K as of Q2 2026.
WealthSpring Partners bought 105 iShares TIPS Bond ETF shares in Q2 2026, an estimated $11.6K.
iShares TIPS Bond ETF made up 0.23% of WealthSpring Partners's portfolio in Q2 2026, its #59 holding.
WealthSpring Partners first reported a position in iShares TIPS Bond ETF in Q3 2022 and has held it in 8 quarters since.
WealthSpring Partners's iShares TIPS Bond ETF position peaked at $3.48M in Q3 2022.
1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on WealthSpring Partners's 13F filing for Q2 2026, filed 5 Aug 2026.