Werba Rubin Papier Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Werba Rubin Papier Wealth Management’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	$261K	Buy	2,386 +28	+1%	+$3.1K	0.03%	244
2026 Q1	$260K	Sell	2,358 -1,292	-35%	-$143K	0.04%	218
2025 Q4	$401K	Buy	+3,650	New	+$405K	0.11%	127
2023 Q4	–	Sell	-4,164	Closed	-$432K	–	125
2023 Q3	$432K	Sell	4,164 -2,660	-39%	-$281K	0.15%	61
2023 Q2	$734K	Sell	6,824 -2,989	-30%	-$325K	0.25%	48
2023 Q1	$1.08M	Sell	9,813 -2,462	-20%	-$266K	0.42%	30
2022 Q4	$1.31M	Buy	+12,275	New	+$1.31M	0.54%	25

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

Werba Rubin Papier Wealth Management's TIP Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 1.2% in Q2 2026, buying an estimated $3.1K and bringing the position to 2,386 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #244.

Werba Rubin Papier Wealth Management first reported a position in TIP in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.31M in Q4 2022. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Werba Rubin Papier Wealth Management held 2,386 shares of iShares TIPS Bond ETF worth $261K as of Q2 2026.
Werba Rubin Papier Wealth Management bought 28 iShares TIPS Bond ETF shares in Q2 2026, an estimated $3.1K.
iShares TIPS Bond ETF made up 0.03% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #244 holding.
Werba Rubin Papier Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 7 quarters since.
Werba Rubin Papier Wealth Management's iShares TIPS Bond ETF position peaked at $1.31M in Q4 2022.
1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.