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

Baldwin 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 Q1	$574K	Hold	5,200	–	–	0.07%	146
2025 Q4	$572K	Hold	5,200	–	–	0.06%	147
2025 Q3	$578K	Hold	5,200	–	–	0.07%	143
2025 Q2	$572K	Hold	5,200	–	–	0.07%	142
2025 Q1	$578K	Hold	5,200	–	–	0.07%	140
2024 Q4	$554K	Hold	5,200	–	–	0.07%	145
2024 Q3	$574K	Hold	5,200	–	–	0.07%	149
2024 Q2	$555K	Hold	5,200	–	–	0.08%	143
2024 Q1	$559K	Hold	5,200	–	–	0.08%	147
2023 Q4	$559K	Hold	5,200	–	–	0.09%	133
2023 Q3	$539K	Hold	5,200	–	–	0.09%	130
2023 Q2	$560K	Hold	5,200	–	–	0.09%	131
2023 Q1	$573K	Hold	5,200	–	–	0.1%	129
2022 Q4	$553K	Hold	5,200	–	–	0.1%	130
2022 Q3	$545	Sell	5,200 -400	-7%	-$45.3K	0.11%	122
2022 Q2	$638	Hold	5,600	–	–	0.12%	124
2022 Q1	$698	Hold	5,600	–	–	0.11%	128
2021 Q4	$724	Hold	5,600	–	–	0.11%	130
2021 Q3	$715K	Hold	5,600	–	–	0.12%	124
2021 Q2	$717K	Hold	5,600	–	–	0.12%	123
2021 Q1	$703K	Buy	5,600 +250	+5%	+$31.6K	0.13%	125
2020 Q4	$683K	Hold	5,350	–	–	0.14%	120
2020 Q3	$677K	Hold	5,350	–	–	0.16%	104
2020 Q2	$658K	Hold	5,350	–	–	0.21%	74
2020 Q1	$631K	Hold	5,350	–	–	0.22%	67
2019 Q4	$624K	Sell	5,350 -100	-2%	-$11.6K	0.17%	87
2019 Q3	$634K	Hold	5,450	–	–	0.18%	82
2019 Q2	$629K	Sell	5,450 -300	-5%	-$34.1K	0.18%	87
2019 Q1	$650K	Sell	5,750 -700	-11%	-$77.6K	0.2%	81
2018 Q4	$706K	Sell	6,450 -382	-6%	-$41.7K	0.22%	69
2018 Q3	$756K	Sell	6,832 -338	-5%	-$37.8K	0.22%	73
2018 Q2	$809K	Buy	7,170 +2	+0%	+$224	0.25%	66
2018 Q1	$811K	Sell	7,168 -200	-3%	-$22.5K	0.29%	52
2017 Q4	$841K	Buy	7,368 +1	+0%	+$114	0.3%	51
2017 Q3	$837K	Sell	7,367 -274	-4%	-$31.2K	0.32%	51
2017 Q2	$867K	Buy	7,641 +516	+7%	+$59K	0.35%	47
2017 Q1	$817K	Sell	7,125 -900	-11%	-$103K	0.32%	50
2016 Q4	$908K	Sell	8,025 -675	-8%	-$77.1K	0.36%	44
2016 Q3	$1.01M	Hold	8,700	–	–	0.43%	34
2016 Q2	$1.01M	Hold	8,700	–	–	0.44%	33
2016 Q1	$997K	Hold	8,700	–	–	0.43%	36
2015 Q4	$954K	Hold	8,700	–	–	0.43%	41
2015 Q3	$963K	Hold	8,700	–	–	0.42%	36
2015 Q2	$975K	Hold	8,700	–	–	0.4%	40
2015 Q1	$988K	Hold	8,700	–	–	0.39%	42
2014 Q4	$974K	Hold	8,700	–	–	0.38%	43
2014 Q3	$975K	Buy	8,700 +2,850	+49%	+$326K	0.4%	39
2014 Q2	$675K	Sell	5,850 -20	-0.3%	-$2.28K	0.29%	60
2014 Q1	$658K	Hold	5,870	–	–	0.29%	59
2013 Q4	$645K	Hold	5,870	–	–	0.29%	61
2013 Q3	$661K	Hold	5,870	–	–	0.32%	53
2013 Q2	$657K	Buy	+5,870	New	+$695K	0.33%	53

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baldwin Investment Management's TIP Position: Q1 2026 in Review

Baldwin Investment Management held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 5,200 shares worth $574K. The position accounts for 0.07% of the portfolio, ranked #146.

Baldwin Investment Management first reported a position in TIP in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.01M in Q2 2016. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Baldwin Investment Management held 5,200 shares of iShares TIPS Bond ETF worth $574K as of Q1 2026.
Baldwin Investment Management left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
iShares TIPS Bond ETF made up 0.07% of Baldwin Investment Management's portfolio in Q1 2026, its #146 holding.
Baldwin Investment Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 52 quarters since.
Baldwin Investment Management's iShares TIPS Bond ETF position peaked at $1.01M in Q2 2016.
1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Baldwin Investment Management's 13F filing for Q1 2026, filed 12 May 2026.