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 Q2	$331K	Sell	3,025 -1,031	-25%	-$114K	0.12%	104
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 $1.55T 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

Westfuller Advisors's TIP Position: Q2 2026 in Review

Westfuller Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 25% in Q2 2026, selling an estimated $114K and leaving 3,025 shares worth $331K. The position accounts for 0.12% of the portfolio, ranked #104.

Westfuller Advisors first reported a position in TIP in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.49M in Q1 2024. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Westfuller Advisors held 3,025 shares of iShares TIPS Bond ETF worth $331K as of Q2 2026.
Westfuller Advisors sold 1,031 iShares TIPS Bond ETF shares in Q2 2026, an estimated $114K.
iShares TIPS Bond ETF made up 0.12% of Westfuller Advisors's portfolio in Q2 2026, its #104 holding.
Westfuller Advisors first reported a position in iShares TIPS Bond ETF in Q1 2024 and has held it in 9 quarters since.
Westfuller Advisors's iShares TIPS Bond ETF position peaked at $1.49M in Q1 2024.
1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.