WCM
TIP icon

Windsor Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Windsor Capital 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
Q1 		– Sell
-2,034
Closed -$224K – 126
2025
Q4 		$224K Sell
2,034
-210
-9% -$23.3K 0.06% 114
2025
Q3 		$250K Buy
2,244
+6
+0.3% +$663 0.07% 111
2025
Q2 		$246K Sell
2,238
-87
-4% -$9.49K 0.07% 108
2025
Q1 		$258K Sell
2,325
-233
-9% -$25.3K 0.08% 104
2024
Q4 		$273K Sell
2,558
-459
-15% -$49.7K 0.08% 101
2024
Q3 		$333K Sell
3,017
-665
-18% -$72.3K 0.1% 98
2024
Q2 		$393K Sell
3,682
-1,744
-32% -$185K 0.12% 91
2024
Q1 		$583K Sell
5,426
-5,654
-51% -$604K 0.18% 76
2023
Q4 		$1.19M Sell
11,080
-53,376
-83% -$5.58M 0.39% 46
2023
Q3 		$6.69M Sell
64,456
-7,645
-11% -$809K 2.31% 15
2023
Q2 		$7.76M Buy
72,101
+539
+0.8% +$58.7K 2.57% 14
2023
Q1 		$7.89M Buy
71,562
+2,240
+3% +$242K 2.71% 13
2022
Q4 		$7.38M Sell
69,322
-4,585
-6% -$490K 2.69% 13
2022
Q3 		$7.75M Buy
73,907
+74
+0.1% +$8.38K 2.9% 12
2022
Q2 		$8.41M Buy
73,833
+3,899
+6% +$462K 3% 11
2022
Q1 		$8.71M Buy
69,934
+4,772
+7% +$600K 2.71% 13
2021
Q4 		$8.42M Buy
65,162
+1,796
+3% +$232K 2.54% 14
2021
Q3 		$8.09M Buy
+63,366
New +$8.17M 2.59% 14
2015
Q4 		– Sell
-1,470
Closed -$162K – 401
2015
Q3 		$162K Buy
+1,470
New +$164K 0.1% 109
2014
Q1 		– Sell
-1,307
Closed -$144K – 276
2013
Q4 		$144K Sell
1,307
-427
-25% -$47.7K 0.08% 94
2013
Q3 		$195K Buy
1,734
+145
+9% +$16.2K 0.11% 78
2013
Q2 		$178K Buy
+1,589
New +$188K 0.11% 81

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Windsor Capital Management's TIP Position: Q1 2026 in Review

Windsor Capital Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2026, closing a stake of 2,034 shares — an estimated $224K sold.

Windsor Capital Management first reported a position in TIP in Q2 2013 and held it in 22 quarters. The position peaked at $8.71M in Q1 2022. 1,014 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Windsor Capital Management reported no remaining iShares TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Windsor Capital Management sold 2,034 iShares TIPS Bond ETF shares in Q1 2026, an estimated $224K.
  • Windsor Capital Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 22 quarters.
  • Windsor Capital Management's iShares TIPS Bond ETF position peaked at $8.71M in Q1 2022.
  • 1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Windsor Capital Management's 13F filing for Q1 2026, filed 10 Apr 2026.