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

Whalen 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 		$2.01M Buy
18,353
+1,850
+11% +$205K 0.9% 28
2026
Q1 		$1.82M Buy
16,503
+1,445
+10% +$160K 0.98% 23
2025
Q4 		$1.66M Buy
15,058
+1,525
+11% +$169K 0.89% 22
2025
Q3 		$1.51M Buy
13,533
+489
+4% +$54K 0.88% 25
2025
Q2 		$1.44M Buy
13,044
+6,583
+102% +$718K 0.9% 23
2025
Q1 		$718K Buy
6,461
+3,137
+94% +$341K 0.48% 43
2024
Q4 		$354K Buy
3,324
+1,018
+44% +$110K 0.25% 86
2024
Q3 		$255K Buy
2,306
+57
+3% +$6.19K 0.18% 97
2024
Q2 		$240K Buy
+2,249
New +$239K 0.19% 90

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

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

Whalen Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 11% in Q2 2026, buying an estimated $205K and bringing the position to 18,353 shares worth $2.01M. The position accounts for 0.9% of the portfolio, ranked #28.

Whalen Wealth Management first reported a position in TIP in Q2 2024 and has held it in 9 quarters since. 1,021 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Whalen Wealth Management held 18,353 shares of iShares TIPS Bond ETF worth $2.01M as of Q2 2026.
  • Whalen Wealth Management bought 1,850 iShares TIPS Bond ETF shares in Q2 2026, an estimated $205K.
  • iShares TIPS Bond ETF made up 0.9% of Whalen Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Whalen Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,021 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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