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Baker Ellis Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History

Baker Ellis Asset 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 		– Sell
-5,000
Closed -$552K – 274
2026
Q1 		$552K Hold
5,000
– – 0.07% 157
2025
Q4 		$550K Buy
+5,000
New +$555K 0.07% 156
2022
Q3 		– Sell
-8,085
Closed -$921K – 203
2022
Q2 		$921K Buy
+8,085
New +$959K 0.19% 97

Other funds holding TIP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 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

Baker Ellis Asset Management's TIP Position: Q2 2026 in Review

Baker Ellis Asset Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 5,000 shares — an estimated $552K sold.

Baker Ellis Asset Management first reported a position in TIP in Q2 2022 and held it in 3 quarters. The position peaked at $921K in Q2 2022. 527 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Baker Ellis Asset Management reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Baker Ellis Asset Management sold 5,000 iShares TIPS Bond ETF shares in Q2 2026, an estimated $552K.
  • Baker Ellis Asset Management first reported a position in iShares TIPS Bond ETF in Q2 2022 and held it in 3 quarters.
  • Baker Ellis Asset Management's iShares TIPS Bond ETF position peaked at $921K in Q2 2022.
  • 527 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Baker Ellis Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.