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Baldwin Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Baldwin Wealth Partners’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 		$43.5M Buy
397,604
+3,371
+0.9% +$373K 2.84% 8
2026
Q1 		$43.5M Sell
394,233
-66,178
-14% -$7.32M 3.16% 7
2025
Q4 		$50.6M Buy
460,411
+17,036
+4% +$1.89M 3.24% 7
2025
Q3 		$49.3M Sell
443,375
-13,849
-3% -$1.53M 3.21% 7
2025
Q2 		$50.3M Sell
457,224
-891
-0.2% -$97.2K 3.42% 7
2025
Q1 		$50.9M Buy
458,115
+28,932
+7% +$3.14M 3.57% 7
2024
Q4 		$45.7M Buy
429,183
+147,849
+53% +$16M 3.16% 6
2024
Q3 		$31.1M Sell
281,334
-4,968
-2% -$540K 2.12% 9
2024
Q2 		$30.6M Sell
286,302
-46,069
-14% -$4.9M 2.38% 8
2024
Q1 		$35.7M Buy
332,371
+11,939
+4% +$1.28M 2.69% 6
2023
Q4 		$34.4M Buy
320,432
+51,104
+19% +$5.34M 2.71% 7
2023
Q3 		$27.9M Buy
269,328
+5,170
+2% +$547K 2.4% 8
2023
Q2 		$28.4M Buy
264,158
+43,980
+20% +$4.79M 2.33% 8
2023
Q1 		$24.3M Buy
220,178
+7,323
+3% +$792K 2.12% 8
2022
Q4 		$22.7M Sell
212,855
-47,019
-18% -$5.02M 2.05% 8
2022
Q3 		$27.3M Sell
259,874
-23,349
-8% -$2.64M 3.77% 5
2022
Q2 		$32.3M Sell
283,223
-50,308
-15% -$5.97M 4.18% 5
2022
Q1 		$41.5M Buy
333,531
+5,353
+2% +$673K 4.4% 5
2021
Q4 		$42.4M Buy
328,178
+59,126
+22% +$7.62M 4.24% 5
2021
Q3 		$34.4M Sell
269,052
-12,652
-4% -$1.63M 3.81% 5
2021
Q2 		$36.1M Buy
281,704
+18,752
+7% +$2.38M 3.94% 5
2021
Q1 		$33M Buy
262,952
+46,009
+21% +$5.82M 3.92% 5
2020
Q4 		$27.7M Buy
216,943
+16,595
+8% +$2.09M 3.48% 6
2020
Q3 		$25.3M Buy
200,348
+14,760
+8% +$1.85M 3.47% 5
2020
Q2 		$22.8M Buy
185,588
+29,218
+19% +$3.55M 3.35% 6
2020
Q1 		$18.4M Buy
156,370
+36,683
+31% +$4.32M 3.23% 5
2019
Q4 		$14M Buy
119,687
+7,320
+7% +$851K 1.95% 17
2019
Q3 		$13.1M Buy
112,367
+1,338
+1% +$155K 1.97% 17
2019
Q2 		$12.8M Sell
111,029
-21,155
-16% -$2.41M 1.89% 15
2019
Q1 		$14.9M Buy
132,184
+10,346
+8% +$1.15M 2.23% 12
2018
Q4 		$13.3M Sell
121,838
-6,493
-5% -$709K 2.24% 15
2018
Q3 		$14.2M Sell
128,331
-11,525
-8% -$1.29M 1.99% 14
2018
Q2 		$15.8M Sell
139,856
-6,561
-4% -$736K 2.45% 7
2018
Q1 		$16.6M Buy
146,417
+89,132
+156% +$10M 2.68% 6
2017
Q4 		$6.54M Buy
57,285
+7,344
+15% +$835K 1.02% 34
2017
Q3 		$5.67M Buy
49,941
+2,962
+6% +$337K 0.91% 38
2017
Q2 		$5.33M Buy
46,979
+24,105
+105% +$2.75M 0.86% 39
2017
Q1 		$2.62M Buy
22,874
+20,063
+714% +$2.29M 0.43% 48
2016
Q4 		$318K Buy
+2,811
New +$321K 0.06% 151
2016
Q3 		– Sell
-500
Closed -$58K – 562
2016
Q2 		$58K Hold
500
– – 0.01% 260
2016
Q1 		$57K Buy
+500
New +$55.9K 0.01% 291

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
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Baldwin Wealth Partners's TIP Position: Q2 2026 in Review

Baldwin Wealth Partners increased its iShares TIPS Bond ETF (TIP) stake by 0.86% in Q2 2026, buying an estimated $373K and bringing the position to 397,604 shares worth $43.5M. The position accounts for 2.84% of the portfolio, ranked #8.

Baldwin Wealth Partners first reported a position in TIP in Q1 2016 and has held it in 41 quarters since. The position peaked at $50.9M in Q1 2025. 448 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Baldwin Wealth Partners held 397,604 shares of iShares TIPS Bond ETF worth $43.5M as of Q2 2026.
  • Baldwin Wealth Partners bought 3,371 iShares TIPS Bond ETF shares in Q2 2026, an estimated $373K.
  • iShares TIPS Bond ETF made up 2.84% of Baldwin Wealth Partners's portfolio in Q2 2026, its #8 holding.
  • Baldwin Wealth Partners first reported a position in iShares TIPS Bond ETF in Q1 2016 and has held it in 41 quarters since.
  • Baldwin Wealth Partners's iShares TIPS Bond ETF position peaked at $50.9M in Q1 2025.
  • 448 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.