How many shares of TIP does Integrated Wealth Concepts LLC own?

As of 2026-Q2, Integrated Wealth Concepts LLC holds 20,047 shares of TIP (ISHARES TIPS BOND ETF).

What is Integrated Wealth Concepts LLC's TIP position worth?

As of 2026-Q2, Integrated Wealth Concepts LLC's TIP position is worth $2.2M.

Is Integrated Wealth Concepts LLC buying or selling TIP?

In 2026-Q2, Integrated Wealth Concepts LLC increased their TIP position (+58.3% change in shares).

When did Integrated Wealth Concepts LLC first buy TIP?

Based on available 13F filings, Integrated Wealth Concepts LLC first reported a position in TIP in 2019-Q1. They have held the position across 30 quarters.

Back to IW Integrated Wealth Concepts LLC

TIP
30 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in ISHARES TIPS BOND ETF

Current Value

$2.2M

Current Shares

20,047

Total Value Change

-$1.3M

Total Shares Change

-10,678

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	20,047	+58.3%	$2.2M	0.0%	$108.37	37
2026-Q1	Increased	12,667	+43.5%	$1.4M	0.0%	$107.49	34
2025-Q4	Decreased	8,826	-27.1%	$970,102	0.0%	$107.06	0
2025-Q3	Decreased	12,104	-4.2%	$1.3M	0.0%	$107.14	0
2025-Q2	Decreased	12,636	-2.5%	$1.4M	0.0%	$104.99	0
2025-Q1	Decreased	12,953	-10.7%	$1.4M	0.0%	$104.54	0
2024-Q4	Decreased	14,503	-11.8%	$1.5M	0.0%	$100.27	0
2024-Q3	Decreased	16,441	-22.2%	$1.8M	0.0%	$103.43	0
2024-Q2	Decreased	21,142	-13.3%	$2.3M	0.0%	$99.38	0
2024-Q1	Decreased	24,377	-58.0%	$2.6M	0.0%	$98.57	0
2023-Q4	Increased	58,099	+23.8%	$6.2M	0.1%	$98.64	40
2023-Q3	Decreased	46,943	-5.7%	$4.9M	0.1%	$94.38	0
2023-Q2	Increased	49,752	+3.0%	$5.4M	0.1%	$96.97	28
2023-Q1	Increased	48,305	+29.5%	$5.3M	0.1%	$98.43	41
2022-Q4	Decreased	37,304	-32.4%	$4M	0.1%	$95.03	0
2022-Q3	Decreased	55,210	-84.8%	$5.8M	0.2%	$93.24	0
2022-Q2	Decreased	362,739	-50.8%	$41.3M	1.3%	$98.50	0
2022-Q1	Increased	736,786	+220.9%	$91.8M	2.8%	$104.98	83
2021-Q4	Increased	229,579	+4.0%	$29.7M	0.9%	$108.31	42
2021-Q3	Increased	220,855	+182.6%	$28.2M	0.9%	$105.77	65
2021-Q2	Increased	78,153	+16.8%	$10M	0.4%	$104.00	38
2021-Q1	Increased	66,934	+6.9%	$8.4M	0.3%	$100.76	35
2020-Q4	Increased	62,616	+50.9%	$8M	0.4%	$102.49	46
2020-Q3	Increased	41,487	+42.3%	$5.2M	0.3%	$100.85	43
2020-Q2	Increased	29,160	+0.7%	$3.6M	0.3%	$98.06	32
2020-Q1	Increased	28,971	+22.1%	$3.4M	0.3%	$93.64	38
2019-Q4	Decreased	23,731	-3.2%	$2.8M	0.2%	$92.47	0
2019-Q3	Decreased	24,523	-28.5%	$2.9M	0.3%	$91.91	0
2019-Q2	Increased	34,284	+11.6%	$3.8M	0.5%	$90.53	36
2019-Q1	New	30,725	-	$3.5M	0.6%	$88.12	52

Other major holders of TIP: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, BlackRock Finance, Inc.

TIP30 quarters

TIP
30 quarters