Bank Julius Baer & Co
TIP icon

Bank Julius Baer & Co’s iShares TIPS Bond ETF TIP Stock Holding History

Bank Julius Baer & Co’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 		$134K Hold
1,218
– – ﹤0.01% 525
2026
Q1 		$134K Sell
1,218
-3,568
-75% -$395K ﹤0.01% 527
2025
Q4 		$526K Buy
4,786
+3
+0.1% +$333 ﹤0.01% 421
2025
Q3 		$532K Sell
4,783
-860,580
-99% -$95.1M ﹤0.01% 409
2025
Q2 		$95.2M Buy
865,363
+39,062
+5% +$4.26M 0.28% 84
2025
Q1 		$91.8M Sell
826,301
-66,955
-7% -$7.27M 0.3% 84
2024
Q4 		$105M Buy
893,256
+58,066
+7% +$6.29M 0.32% 76
2024
Q3 		$109M Sell
835,190
-54,263
-6% -$5.9M 0.37% 65
2024
Q2 		$106M Sell
889,453
-108,344
-11% -$11.5M 0.4% 61
2024
Q1 		$107M Sell
997,797
-11,818
-1% -$1.26M 0.41% 67
2023
Q4 		$109M Sell
1,009,615
-18,051
-2% -$1.89M 0.46% 63
2023
Q3 		$107M Buy
1,027,666
+57,507
+6% +$6.09M 0.62% 41
2023
Q2 		$104M Buy
970,159
+18,683
+2% +$2.03M 0.62% 40
2023
Q1 		$105M Sell
951,476
-70,546
-7% -$7.63M 0.67% 38
2022
Q4 		$109M Sell
1,022,022
-10,695
-1% -$1.14M 0.74% 36
2022
Q3 		$108M Buy
1,032,717
+796,841
+338% +$90.2M 0.82% 33
2022
Q2 		$26.9M Sell
235,876
-1,004
-0.4% -$119K 0.19% 92
2022
Q1 		$29.5M Buy
236,880
+1,003
+0.4% +$126K 0.18% 91
2021
Q4 		$30.5M Buy
235,877
+1,457
+0.6% +$188K 0.16% 100
2021
Q3 		$29.9M Buy
234,420
+1
+0% +$129 0.19% 93
2021
Q2 		$30M Sell
234,419
-501
-0.2% -$63.6K 0.19% 95
2021
Q1 		$29.5M Sell
234,920
-12,217
-5% -$1.55M 0.22% 94
2020
Q4 		$31.5M Sell
247,137
-28,863
-10% -$3.64M 0.26% 75
2020
Q3 		$34.9M Hold
276,000
– – 0.34% 64
2020
Q2 		$33.9M Sell
276,000
-16,913
-6% -$2.06M 0.39% 58
2020
Q1 		$32.5M Buy
+292,913
New +$34.5M 0.75% 38

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Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 22.9% 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

Bank Julius Baer & Co's TIP Position: Q2 2026 in Review

Bank Julius Baer & Co held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 1,218 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Bank Julius Baer & Co first reported a position in TIP in Q1 2020 and has held it in 26 quarters since. The position peaked at $109M in Q3 2024. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Bank Julius Baer & Co held 1,218 shares of iShares TIPS Bond ETF worth $134K as of Q2 2026.
  • Bank Julius Baer & Co left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #525 holding.
  • Bank Julius Baer & Co first reported a position in iShares TIPS Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Bank Julius Baer & Co's iShares TIPS Bond ETF position peaked at $109M in Q3 2024.
  • 1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.