WWM
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Western Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Western 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 		$421K Sell
3,847
-2,414
-39% -$267K 0.01% 733
2026
Q1 		$691K Buy
+6,261
New +$693K 0.03% 552
2024
Q1 		– Sell
-4,539
Closed -$488K – 724
2023
Q4 		$488K Buy
+4,539
New +$475K 0.04% 418
2023
Q3 		– Sell
-2,240
Closed -$241K – 673
2023
Q2 		$241K Sell
2,240
-26
-1% -$2.83K 0.02% 564
2023
Q1 		$250K Sell
2,266
-1,089
-32% -$118K 0.02% 544
2022
Q4 		$357K Sell
3,355
-5,632
-63% -$601K 0.04% 421
2022
Q3 		$947K Buy
8,987
+278
+3% +$31.5K 0.05% 315
2022
Q2 		$992K Sell
8,709
-9,043
-51% -$1.07M 0.06% 304
2022
Q1 		$2.21M Buy
17,752
+5,463
+44% +$687K 0.11% 191
2021
Q4 		$1.59M Buy
+12,289
New +$1.58M 0.16% 142
2021
Q2 		$1.34M Buy
10,513
+1,564
+17% +$199K 0.14% 161
2021
Q1 		$1.12M Buy
8,949
+2,714
+44% +$344K 0.15% 146
2020
Q4 		$796K Sell
6,235
-1,757
-22% -$222K 0.12% 188
2020
Q3 		$1.01M Sell
7,992
-408
-5% -$51.3K 0.17% 139
2020
Q2 		$1.03M Sell
8,400
-1,189
-12% -$145K 0.19% 128
2020
Q1 		$1.14M Sell
9,589
-98,399
-91% -$11.6M 0.26% 91
2019
Q4 		$12.6M Buy
107,988
+97,918
+972% +$11.4M 1.9% 7
2019
Q3 		$1.17M Sell
10,070
-195,017
-95% -$22.6M 0.24% 103
2019
Q2 		$23.1M Buy
205,087
+194,633
+1,862% +$22.1M 3.03% 2
2019
Q1 		$1.18M Buy
10,454
+3,198
+44% +$355K 0.26% 93
2018
Q4 		$801K Buy
+7,256
New +$792K 0.22% 117

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

Western Wealth Management's TIP Position: Q2 2026 in Review

Western Wealth Management reduced its iShares TIPS Bond ETF (TIP) stake by 39% in Q2 2026, selling an estimated $267K and leaving 3,847 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #733.

Western Wealth Management first reported a position in TIP in Q4 2018 and has held it in 21 quarters since. The position peaked at $23.1M in Q2 2019. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Western Wealth Management held 3,847 shares of iShares TIPS Bond ETF worth $421K as of Q2 2026.
  • Western Wealth Management sold 2,414 iShares TIPS Bond ETF shares in Q2 2026, an estimated $267K.
  • iShares TIPS Bond ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #733 holding.
  • Western Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 21 quarters since.
  • Western Wealth Management's iShares TIPS Bond ETF position peaked at $23.1M in Q2 2019.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.