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WealthTrust Axiom’s iShares TIPS Bond ETF TIP Stock Holding History

WealthTrust Axiom’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 		$711K Hold
6,500
– – 0.16% 127
2026
Q1 		$717K Hold
6,500
– – 0.18% 112
2025
Q4 		$714K Hold
6,500
– – 0.18% 112
2025
Q3 		$723K Hold
6,500
– – 0.19% 109
2025
Q2 		$715K Hold
6,500
– – 0.21% 97
2025
Q1 		$722K Hold
6,500
– – 0.22% 90
2024
Q4 		$693K Hold
6,500
– – 0.21% 104
2024
Q3 		$718K Hold
6,500
– – 0.21% 102
2024
Q2 		$694K Hold
6,500
– – 0.23% 98
2024
Q1 		$698K Hold
6,500
– – 0.22% 99
2023
Q4 		$699K Hold
6,500
– – 0.23% 91
2023
Q3 		$674K Hold
6,500
– – 0.24% 87
2023
Q2 		$700K Hold
6,500
– – 0.23% 95
2023
Q1 		$717K Hold
6,500
– – 0.24% 92
2022
Q4 		$692K Hold
6,500
– – 0.24% 91
2022
Q3 		$681K Hold
6,500
– – 0.26% 82
2022
Q2 		$740K Hold
6,500
– – 0.26% 85
2022
Q1 		$809K Sell
6,500
-781
-11% -$98.2K 0.25% 87
2021
Q4 		$940K Hold
7,281
– – 0.3% 77
2021
Q3 		$929K Hold
7,281
– – 0.31% 77
2021
Q2 		$932K Sell
7,281
-300
-4% -$38.1K 0.3% 75
2021
Q1 		$951K Sell
7,581
-209
-3% -$26.5K 0.32% 75
2020
Q4 		$994K Hold
7,790
– – 0.36% 68
2020
Q3 		$985K Sell
7,790
-900
-10% -$113K 0.42% 59
2020
Q2 		$1.07M Sell
8,690
-1,000
-10% -$122K 0.47% 52
2020
Q1 		$1.14M Sell
9,690
-200
-2% -$23.6K 0.56% 48
2019
Q4 		$1.15M Sell
9,890
-400
-4% -$46.5K 0.39% 66
2019
Q3 		$1.2M Sell
10,290
-100
-1% -$11.6K 0.42% 63
2019
Q2 		$1.2M Sell
10,390
-1,000
-9% -$114K 0.42% 65
2019
Q1 		$1.29M Hold
11,390
– – 0.46% 58
2018
Q4 		$1.25M Sell
11,390
-200
-2% -$21.8K 0.51% 56
2018
Q3 		$1.28M Buy
11,590
+1,350
+13% +$151K 0.43% 60
2018
Q2 		$1.16M Sell
10,240
-100
-1% -$11.2K 0.41% 65
2018
Q1 		$1.17M Buy
10,340
+1,440
+16% +$162K 0.43% 61
2017
Q4 		$1.01M Hold
8,900
– – 0.38% 70
2017
Q3 		$1.01M Buy
8,900
+700
+9% +$79.7K 0.38% 66
2017
Q2 		$930K Buy
8,200
+6,200
+310% +$709K 0.35% 75
2017
Q1 		$229K Hold
2,000
– – 0.08% 190
2016
Q4 		$226K Hold
2,000
– – 0.08% 186
2016
Q3 		$232K Hold
2,000
– – 0.09% 181
2016
Q2 		$233K Hold
2,000
– – 0.09% 176
2016
Q1 		$229K Hold
2,000
– – 0.09% 171
2015
Q4 		$219K Hold
2,000
– – 0.09% 178
2015
Q3 		$221K Hold
2,000
– – 0.09% 169
2015
Q2 		$224K Sell
2,000
-355
-15% -$40.1K 0.08% 185
2015
Q1 		$267K Sell
2,355
-300
-11% -$34K 0.1% 165
2014
Q4 		$297K Sell
2,655
-139
-5% -$15.7K 0.11% 149
2014
Q3 		$313K Buy
2,794
+1
+0% +$114 0.11% 140
2014
Q2 		$322K Buy
2,793
+140
+5% +$15.9K 0.11% 137
2014
Q1 		$297K Sell
2,653
-300
-10% -$33.6K 0.11% 134
2013
Q4 		$324K Buy
2,953
+351
+13% +$39.2K 0.12% 116
2013
Q3 		$292K Hold
2,602
– – 0.12% 124
2013
Q2 		$291K Buy
+2,602
New +$308K 0.13% 125

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

WealthTrust Axiom's TIP Position: Q2 2026 in Review

WealthTrust Axiom held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 6,500 shares worth $711K. The position accounts for 0.16% of the portfolio, ranked #127.

WealthTrust Axiom first reported a position in TIP in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.29M in Q1 2019. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • WealthTrust Axiom held 6,500 shares of iShares TIPS Bond ETF worth $711K as of Q2 2026.
  • WealthTrust Axiom left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.16% of WealthTrust Axiom's portfolio in Q2 2026, its #127 holding.
  • WealthTrust Axiom first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • WealthTrust Axiom's iShares TIPS Bond ETF position peaked at $1.29M in Q1 2019.
  • 1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.