WAU
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Wellington-Altus USA’s iShares TIPS Bond ETF TIP Stock Holding History

Wellington-Altus USA’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 		$78.4K Hold
710
– – 0.06% 243
2026
Q1 		$77.7K Hold
710
– – 0.05% 276
2025
Q4 		$78K Buy
+710
New +$78.8K 0.06% 236

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 22.96% 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

Wellington-Altus USA's TIP Position: Q2 2026 in Review

Wellington-Altus USA held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 710 shares worth $78.4K. The position accounts for 0.06% of the portfolio, ranked #243.

Wellington-Altus USA first reported a position in TIP in Q4 2025 and has held it in 3 quarters since. 1,022 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Wellington-Altus USA held 710 shares of iShares TIPS Bond ETF worth $78.4K as of Q2 2026.
  • Wellington-Altus USA left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.06% of Wellington-Altus USA's portfolio in Q2 2026, its #243 holding.
  • Wellington-Altus USA first reported a position in iShares TIPS Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.