WG
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Wellington Group’s iShares TIPS Bond ETF TIP Stock Holding History

Wellington Group’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 		– Sell
-982
Closed -$108K – 352
2026
Q1 		$108K Buy
982
+362
+58% +$40.1K 0.03% 187
2025
Q4 		$68.1K Buy
+620
New +$68.8K 0.02% 222

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 Group's TIP Position: Q2 2026 in Review

Wellington Group sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 982 shares — an estimated $108K sold.

Wellington Group first reported a position in TIP in Q4 2025 and held it in 2 quarters. The position peaked at $108K in Q1 2026. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Wellington Group reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Wellington Group sold 982 iShares TIPS Bond ETF shares in Q2 2026, an estimated $108K.
  • Wellington Group first reported a position in iShares TIPS Bond ETF in Q4 2025 and held it in 2 quarters.
  • Wellington Group's iShares TIPS Bond ETF position peaked at $108K in Q1 2026.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.