Woodard & Company Asset Management Group’s iShares TIPS Bond ETF TIP Stock Holding History

Woodard & Company Asset Management Group’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	$223K	Hold	2,021	–	–	0.04%	107
2025 Q4	$222K	Buy	2,021 +21	+1%	+$2.33K	0.04%	111
2025 Q3	$222K	Hold	2,000	–	–	0.04%	101
2025 Q2	$220K	Sell	2,000 -100	-5%	-$10.9K	0.04%	95
2025 Q1	$233K	Hold	2,100	–	–	0.05%	94
2024 Q4	$224K	Hold	2,100	–	–	0.05%	90
2024 Q3	$232K	Hold	2,100	–	–	0.05%	86
2024 Q2	$224K	Hold	2,100	–	–	0.06%	84
2024 Q1	$226K	Buy	+2,100	New	+$224K	0.06%	82

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

Woodard & Company Asset Management Group's TIP Position: Q1 2026 in Review

Woodard & Company Asset Management Group held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 2,021 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #107.

Woodard & Company Asset Management Group first reported a position in TIP in Q1 2024 and has held it in 9 quarters since. The position peaked at $233K in Q1 2025. 1,013 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Woodard & Company Asset Management Group held 2,021 shares of iShares TIPS Bond ETF worth $223K as of Q1 2026.
Woodard & Company Asset Management Group left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
iShares TIPS Bond ETF made up 0.04% of Woodard & Company Asset Management Group's portfolio in Q1 2026, its #107 holding.
Woodard & Company Asset Management Group first reported a position in iShares TIPS Bond ETF in Q1 2024 and has held it in 9 quarters since.
Woodard & Company Asset Management Group's iShares TIPS Bond ETF position peaked at $233K in Q1 2025.
1,013 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q1 2026, filed 28 Apr 2026.