AIM
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Alhambra Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

Alhambra Investment 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
Q2 		$309K Buy
2,826
+50
+2% +$5.53K 0.14% 129
2026
Q1 		$306K Hold
2,776
– – 0.14% 131
2025
Q4 		$305K Sell
2,776
-200
-7% -$22.2K 0.14% 131
2025
Q3 		$331K Sell
2,976
-300
-9% -$33.1K 0.16% 126
2025
Q2 		$360K Hold
3,276
– – 0.18% 120
2025
Q1 		$364K Sell
3,276
-68
-2% -$7.39K 0.19% 114
2024
Q4 		$356K Sell
3,344
-1,300
-28% -$141K 0.18% 118
2024
Q3 		$513K Sell
4,644
-300
-6% -$32.6K 0.27% 97
2024
Q2 		$528K Sell
4,944
-175
-3% -$18.6K 0.29% 86
2024
Q1 		$550K Hold
5,119
– – 0.3% 87
2023
Q4 		$550K Sell
5,119
-1,700
-25% -$178K 0.33% 86
2023
Q3 		$707K Sell
6,819
-2,100
-24% -$222K 0.47% 59
2023
Q2 		$960K Hold
8,919
– – 0.63% 43
2023
Q1 		$983K Hold
8,919
– – 0.68% 40
2022
Q4 		$949K Sell
8,919
-1,470
-14% -$157K 0.69% 41
2022
Q3 		$1.09M Hold
10,389
– – 0.83% 32
2022
Q2 		$1.18M Sell
10,389
-1,690
-14% -$200K 0.86% 29
2022
Q1 		$1.5M Hold
12,079
– – 1% 24
2021
Q4 		$1.56M Sell
12,079
-704
-6% -$90.8K 1.09% 24
2021
Q3 		$1.63M Sell
12,783
-2,152
-14% -$277K 1.25% 15
2021
Q2 		$1.91M Sell
14,935
-18,658
-56% -$2.37M 1.44% 11
2021
Q1 		$4.22M Buy
33,593
+3,745
+13% +$474K 3.4% 4
2020
Q4 		$3.81M Sell
29,848
-594
-2% -$74.9K 4.06% 5
2020
Q3 		$3.85M Sell
30,442
-374
-1% -$47K 4.63% 3
2020
Q2 		$3.79M Buy
30,816
+940
+3% +$114K 4.98% 5
2020
Q1 		$3.52M Buy
29,876
+13,843
+86% +$1.63M 5.78% 3
2019
Q4 		$1.87M Buy
+16,033
New +$1.86M 2.15% 10

Other funds holding TIP

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Alhambra Investment Management's TIP Position: Q2 2026 in Review

Alhambra Investment Management increased its iShares TIPS Bond ETF (TIP) stake by 1.8% in Q2 2026, buying an estimated $5.53K and bringing the position to 2,826 shares worth $309K. The position accounts for 0.14% of the portfolio, ranked #129.

Alhambra Investment Management first reported a position in TIP in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.22M in Q1 2021. 475 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Alhambra Investment Management held 2,826 shares of iShares TIPS Bond ETF worth $309K as of Q2 2026.
  • Alhambra Investment Management bought 50 iShares TIPS Bond ETF shares in Q2 2026, an estimated $5.53K.
  • iShares TIPS Bond ETF made up 0.14% of Alhambra Investment Management's portfolio in Q2 2026, its #129 holding.
  • Alhambra Investment Management first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Alhambra Investment Management's iShares TIPS Bond ETF position peaked at $4.22M in Q1 2021.
  • 475 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.