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

WESPAC Advisors’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 		$403K Sell
3,681
-5,587
-60% -$618K 0.2% 134
2026
Q1 		$1.02M Buy
9,268
+6,811
+277% +$754K 0.56% 51
2025
Q4 		$270K Buy
+2,457
New +$273K 0.15% 142
2022
Q3 		– Sell
-18,286
Closed -$2.08M – 103
2022
Q2 		$2.08M Buy
18,286
+3,987
+28% +$473K 1.59% 16
2022
Q1 		$1.78M Sell
14,299
-1,079
-7% -$136K 1.93% 10
2021
Q4 		$1.99M Sell
15,378
-2,739
-15% -$353K 1.33% 14
2021
Q3 		$2.31M Buy
18,117
+11,388
+169% +$1.47M 1.43% 15
2021
Q2 		$861K Sell
6,729
-6,194
-48% -$787K 1.65% 10
2021
Q1 		$1.62M Sell
12,923
-653
-5% -$82.7K 1.21% 20
2020
Q4 		$1.73M Buy
13,576
+1,865
+16% +$235K 1.34% 16
2020
Q3 		$1.48M Buy
+11,711
New +$1.47M 1.83% 16
2020
Q2 		– Sell
-17,992
Closed -$2.12M – 107
2020
Q1 		$2.12M Buy
17,992
+196
+1% +$23.1K 5.09% 5
2019
Q4 		$2.07M Buy
+17,796
New +$2.07M 2.03% 10
2019
Q1 		– Sell
-16,533
Closed -$1.81M – 138
2018
Q4 		$1.81M Sell
16,533
-300
-2% -$32.8K 1.76% 21
2018
Q3 		$1.86M Buy
16,833
+4,855
+41% +$542K 1.09% 35
2018
Q2 		$1.35M Sell
11,978
-3,469
-22% -$389K 1.39% 27
2018
Q1 		$1.75M Buy
15,447
+9,162
+146% +$1.03M 1.07% 36
2017
Q4 		$717K Sell
6,285
-6,061
-49% -$689K 0.67% 52
2017
Q3 		$1.4M Buy
12,346
+2,317
+23% +$264K 0.92% 37
2017
Q2 		$1.14M Buy
10,029
+3,426
+52% +$392K 0.78% 44
2017
Q1 		$757K Buy
+6,603
New +$752K 0.87% 42
2014
Q4 		– Sell
-1,880
Closed -$211K – 153
2014
Q3 		$211K Buy
+1,880
New +$215K 0.17% 116
2014
Q2 		– Sell
-1,880
Closed -$211K – 133
2014
Q1 		$211K Sell
1,880
-460
-20% -$51.5K 0.18% 124
2013
Q4 		$257K Buy
+2,340
New +$261K 0.21% 116

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WESPAC Advisors's TIP Position: Q2 2026 in Review

WESPAC Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 60% in Q2 2026, selling an estimated $618K and leaving 3,681 shares worth $403K. The position accounts for 0.2% of the portfolio, ranked #134.

WESPAC Advisors first reported a position in TIP in Q4 2013 and has held it in 24 quarters since. The position peaked at $2.31M in Q3 2021. 716 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • WESPAC Advisors held 3,681 shares of iShares TIPS Bond ETF worth $403K as of Q2 2026.
  • WESPAC Advisors sold 5,587 iShares TIPS Bond ETF shares in Q2 2026, an estimated $618K.
  • iShares TIPS Bond ETF made up 0.2% of WESPAC Advisors's portfolio in Q2 2026, its #134 holding.
  • WESPAC Advisors first reported a position in iShares TIPS Bond ETF in Q4 2013 and has held it in 24 quarters since.
  • WESPAC Advisors's iShares TIPS Bond ETF position peaked at $2.31M in Q3 2021.
  • 716 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.