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Aspiriant LLC’s iShares TIPS Bond ETF TIP Stock Holding History

Aspiriant 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
Q1 		$526K Buy
4,766
+393
+9% +$43.5K 0.02% 213
2025
Q4 		$481K Buy
4,373
+95
+2% +$10.5K 0.01% 216
2025
Q3 		$476K Buy
4,278
+39
+0.9% +$4.31K 0.01% 205
2025
Q2 		$466K Buy
+4,239
New +$462K 0.01% 206
2021
Q1 		– Sell
-1,977
Closed -$252K – 207
2020
Q4 		$252K Hold
1,977
– – 0.02% 184
2020
Q3 		$250K Hold
1,977
– – 0.02% 194
2020
Q2 		$243K Hold
1,977
– – 0.02% 167
2020
Q1 		$233K Hold
1,977
– – 0.02% 169
2019
Q4 		$230K Sell
1,977
-1,465
-43% -$170K 0.02% 187
2019
Q3 		$400K Buy
3,442
+22
+0.6% +$2.55K 0.04% 163
2019
Q2 		$395K Buy
3,420
+9
+0.3% +$1.02K 0.03% 163
2019
Q1 		$385K Buy
3,411
+1,443
+73% +$160K 0.03% 163
2018
Q4 		$216K Buy
+1,968
New +$215K 0.02% 215
2017
Q2 		– Sell
-85,858
Closed -$1.16M – 228
2017
Q1 		$1.16M Sell
85,858
-5,416
-6% -$617K 0.1% 109
2016
Q4 		$1.22M Buy
91,274
+89,001
+3,916% +$10.2M 0.11% 98
2016
Q3 		$265K Buy
+2,273
New +$264K 0.03% 167
2015
Q4 		– Sell
-6,332
Closed -$707K – 92
2015
Q3 		$707K Buy
6,332
+1,538
+32% +$172K 0.06% 58
2015
Q2 		$537K Buy
4,794
+2,765
+136% +$313K 0.05% 71
2015
Q1 		$230K Buy
+2,029
New +$230K 0.03% 81
2013
Q4 		– Sell
-2,505
Closed -$282K – 72
2013
Q3 		$282K Buy
2,505
+274
+12% +$30.6K 0.05% 46
2013
Q2 		$250K Buy
+2,231
New +$264K 0.04% 56

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aspiriant LLC's TIP Position: Q1 2026 in Review

Aspiriant LLC increased its iShares TIPS Bond ETF (TIP) stake by 9% in Q1 2026, buying an estimated $43.5K and bringing the position to 4,766 shares worth $526K. The position accounts for 0.02% of the portfolio, ranked #213.

Aspiriant LLC first reported a position in TIP in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.22M in Q4 2016. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Aspiriant LLC held 4,766 shares of iShares TIPS Bond ETF worth $526K as of Q1 2026.
  • Aspiriant LLC bought 393 iShares TIPS Bond ETF shares in Q1 2026, an estimated $43.5K.
  • iShares TIPS Bond ETF made up 0.02% of Aspiriant LLC's portfolio in Q1 2026, its #213 holding.
  • Aspiriant LLC first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 21 quarters since.
  • Aspiriant LLC's iShares TIPS Bond ETF position peaked at $1.22M in Q4 2016.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.