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Rose Capital Advisors LLC’s iShares TIPS Bond ETF TIP Stock Holding History

Rose Capital Advisors LLC’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 		$206K Buy
+1,878
New +$208K 0.1% 106

Other funds holding TIP

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Rose Capital Advisors LLC's TIP Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 1,878 shares worth $206K. The stake represents 0.1% of the portfolio and ranks #106 among its holdings.

664 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Rose Capital Advisors LLC held 1,878 shares of iShares TIPS Bond ETF worth $206K as of Q2 2026.
  • iShares TIPS Bond ETF was a new Rose Capital Advisors LLC position in Q2 2026.
  • iShares TIPS Bond ETF made up 0.1% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #106 holding.
  • 664 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.