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

Woodside 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
Q1 		– Sell
-241
Closed -$26.5K – 74
2025
Q4 		$26.5K Buy
241
+151
+168% +$16.8K 0.02% 70
2025
Q3 		$10K Hold
90
– – 0.01% 75
2025
Q2 		$9.9K Hold
90
– – 0.01% 72
2025
Q1 		$10K Buy
+90
New +$9.78K 0.01% 71

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 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 $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Woodside Wealth Management's TIP Position: Q1 2026 in Review

Woodside Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2026, closing a stake of 241 shares — an estimated $26.5K sold.

Woodside Wealth Management first reported a position in TIP in Q1 2025 and held it in 4 quarters. The position peaked at $26.5K in Q4 2025. 1,019 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Woodside Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Woodside Wealth Management sold 241 iShares TIPS Bond ETF shares in Q1 2026, an estimated $26.5K.
  • Woodside Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2025 and held it in 4 quarters.
  • Woodside Wealth Management's iShares TIPS Bond ETF position peaked at $26.5K in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Woodside Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.