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Burnham & Co LLC’s iShares TIPS Bond ETF TIP Stock Holding History

Burnham & Co 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 		$21.9K Buy
+200
New +$22.1K 0.02% 151

Other funds holding TIP

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
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Burnham & Co LLC's TIP Position: Q2 2026 in Review

Burnham & Co LLC opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 200 shares worth $21.9K. The stake represents 0.02% of the portfolio and ranks #151 among its holdings.

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

  • Burnham & Co LLC held 200 shares of iShares TIPS Bond ETF worth $21.9K as of Q2 2026.
  • iShares TIPS Bond ETF was a new Burnham & Co LLC position in Q2 2026.
  • iShares TIPS Bond ETF made up 0.02% of Burnham & Co LLC's portfolio in Q2 2026, its #151 holding.
  • 899 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Burnham & Co LLC's 13F filing for Q2 2026, filed 11 Aug 2026.