Westfuller Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Westfuller 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 Q1	$448K	Sell	4,056 -2,039	-33%	-$226K	0.19%	85
2025 Q4	$670K	Sell	6,095 -333	-5%	-$36.9K	0.27%	70
2025 Q3	$715K	Sell	6,428 -132	-2%	-$14.6K	0.33%	65
2025 Q2	$722K	Sell	6,560 -349	-5%	-$38.1K	0.41%	54
2025 Q1	$768K	Sell	6,909 -239	-3%	-$26K	0.51%	46
2024 Q4	$762K	Sell	7,148 -1,189	-14%	-$129K	0.48%	46
2024 Q3	$921K	Buy	+8,337	New	+$906K	0.66%	40
2024 Q1	$1.49M	Buy	+13,915	New	+$1.49M	1.79%	19

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Westfuller Advisors's TIP Position: Q1 2026 in Review

Westfuller Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 33% in Q1 2026, selling an estimated $226K and leaving 4,056 shares worth $448K. The position accounts for 0.19% of the portfolio, ranked #85.

Westfuller Advisors first reported a position in TIP in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.49M in Q1 2024. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Westfuller Advisors held 4,056 shares of iShares TIPS Bond ETF worth $448K as of Q1 2026.
Westfuller Advisors sold 2,039 iShares TIPS Bond ETF shares in Q1 2026, an estimated $226K.
iShares TIPS Bond ETF made up 0.19% of Westfuller Advisors's portfolio in Q1 2026, its #85 holding.
Westfuller Advisors first reported a position in iShares TIPS Bond ETF in Q1 2024 and has held it in 8 quarters since.
Westfuller Advisors's iShares TIPS Bond ETF position peaked at $1.49M in Q1 2024.
1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.