WIM
TIP icon

Westside Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

Westside Investment 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 		$861K Buy
7,869
+7,180
+1,042% +$794K 0.11% 154
2026
Q1 		$76K Hold
689
– – 0.01% 466
2025
Q4 		$75.7K Hold
689
– – 0.01% 448
2025
Q3 		$76.6K Hold
689
– – 0.01% 442
2025
Q2 		$75.8K Sell
689
-497
-42% -$54.2K 0.01% 382
2025
Q1 		$132K Hold
1,186
– – 0.03% 281
2024
Q4 		$126K Sell
1,186
-50
-4% -$5.41K 0.03% 278
2024
Q3 		$136K Sell
1,236
-100
-7% -$10.9K 0.03% 280
2024
Q2 		$143K Sell
1,336
-495
-27% -$52.6K 0.03% 262
2024
Q1 		$197K Hold
1,831
– – 0.05% 225
2023
Q4 		$197K Sell
1,831
-440
-19% -$46K 0.05% 210
2023
Q3 		$236K Hold
2,271
– – 0.07% 190
2023
Q2 		$244K Sell
2,271
-1,033
-31% -$112K 0.07% 187
2023
Q1 		$364K Hold
3,304
– – 0.11% 159
2022
Q4 		$16.3K Sell
3,304
-1,002
-23% -$107K 0.04% 177
2022
Q3 		$53.4K Sell
4,306
-4,097
-49% -$464K 0.13% 123
2022
Q2 		$18.5K Sell
8,403
-7,208
-46% -$855K 0.04% 166
2022
Q1 		$20.5K Sell
15,611
-1,374
-8% -$173K 0.05% 167
2021
Q4 		$21.6K Buy
16,985
+134
+0.8% +$17.3K 0.05% 154
2021
Q3 		$21.3K Buy
16,851
+61
+0.4% +$7.87K 0.05% 152
2021
Q2 		$21.3K Buy
16,790
+635
+4% +$80.7K 0.05% 153
2021
Q1 		$20.8K Sell
16,155
-1,655
-9% -$209K 0.06% 146
2020
Q4 		$21.4K Sell
17,810
-4,706
-21% -$594K 0.06% 131
2020
Q3 		$47.1K Sell
22,516
-1,657
-7% -$208K 0.02% 94
2020
Q2 		$27.5K Buy
24,173
+442
+2% +$53.7K 0.02% 96
2020
Q1 		$26.4K Buy
+23,731
New +$2.8M 0.02% 110
2019
Q2 		$3.46K Buy
+29,928
New +$3.4M 0.01% 87
2018
Q4 		$2.5M Buy
22,867
+7,373
+48% +$805K 0.92% 12
2018
Q3 		$1.71M Buy
15,494
+4,784
+45% +$534K 0.55% 23
2018
Q2 		$1.2M Buy
10,710
+673
+7% +$75.5K 0.42% 36
2018
Q1 		$1.13M Buy
10,037
+629
+7% +$70.8K 0.62% 37
2017
Q4 		$1.07M Buy
9,408
+220
+2% +$25K 0.58% 42
2017
Q3 		$1.04M Buy
9,188
+2,111
+30% +$240K 0.63% 38
2017
Q2 		$796K Buy
7,077
+1,120
+19% +$128K 0.52% 52
2017
Q1 		$684K Buy
5,957
+1,360
+30% +$155K 0.33% 55
2016
Q4 		$524K Buy
+4,597
New +$525K 0.36% 42

Other funds holding TIP

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Westside Investment Management's TIP Position: Q2 2026 in Review

Westside Investment Management increased its iShares TIPS Bond ETF (TIP) stake by 1,042% in Q2 2026, buying an estimated $794K and bringing the position to 7,869 shares worth $861K. The position accounts for 0.11% of the portfolio, ranked #154.

Westside Investment Management first reported a position in TIP in Q4 2016 and has held it in 36 quarters since. The position peaked at $2.5M in Q4 2018. 388 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Westside Investment Management held 7,869 shares of iShares TIPS Bond ETF worth $861K as of Q2 2026.
  • Westside Investment Management bought 7,180 iShares TIPS Bond ETF shares in Q2 2026, an estimated $794K.
  • iShares TIPS Bond ETF made up 0.11% of Westside Investment Management's portfolio in Q2 2026, its #154 holding.
  • Westside Investment Management first reported a position in iShares TIPS Bond ETF in Q4 2016 and has held it in 36 quarters since.
  • Westside Investment Management's iShares TIPS Bond ETF position peaked at $2.5M in Q4 2018.
  • 388 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.