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WESPAC Advisors SoCal’s iShares TIPS Bond ETF TIP Stock Holding History

WESPAC Advisors SoCal’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 		$4.86M Buy
44,421
+24,368
+122% +$2.69M 0.87% 36
2026
Q1 		$2.21M Buy
+20,053
New +$2.22M 0.47% 49
2024
Q2 		– Sell
-1,870
Closed -$201K – 100
2024
Q1 		$201K Sell
1,870
-50
-3% -$5.34K 0.05% 91
2023
Q4 		$206K Sell
1,920
-180
-9% -$18.8K 0.06% 90
2023
Q3 		$218K Hold
2,100
– – 0.07% 83
2023
Q2 		$226K Hold
2,100
– – 0.08% 83
2023
Q1 		$232K Hold
2,100
– – 0.08% 87
2022
Q4 		$224K Buy
+2,100
New +$224K 0.08% 86
2016
Q3 		– Sell
-202
Closed -$23.6K – 296
2016
Q2 		$23.6K Hold
202
– – 0.02% 152
2016
Q1 		$23.2K Buy
+202
New +$22.6K 0.02% 145

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

WESPAC Advisors SoCal's TIP Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its iShares TIPS Bond ETF (TIP) stake by 122% in Q2 2026, buying an estimated $2.69M and bringing the position to 44,421 shares worth $4.86M. The position accounts for 0.87% of the portfolio, ranked #36.

WESPAC Advisors SoCal first reported a position in TIP in Q1 2016 and has held it in 10 quarters since. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • WESPAC Advisors SoCal held 44,421 shares of iShares TIPS Bond ETF worth $4.86M as of Q2 2026.
  • WESPAC Advisors SoCal bought 24,368 iShares TIPS Bond ETF shares in Q2 2026, an estimated $2.69M.
  • iShares TIPS Bond ETF made up 0.87% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #36 holding.
  • WESPAC Advisors SoCal first reported a position in iShares TIPS Bond ETF in Q1 2016 and has held it in 10 quarters since.
  • 1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.