Bearing Point Capital’s iShares TIPS Bond ETF TIP Stock Holding History

Bearing Point Capital’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	$1.18M	Sell	10,662 -680	-6%	-$75.3K	0.18%	89
2025 Q4	$1.25M	Buy	11,342 +850	+8%	+$94.3K	0.19%	91
2025 Q3	$1.17M	Sell	10,492 -215	-2%	-$23.8K	0.2%	86
2025 Q2	$1.18M	Buy	10,707 +297	+3%	+$32.4K	0.22%	84
2025 Q1	$1.16M	Sell	10,410 -1,000	-9%	-$109K	0.25%	83
2024 Q4	$1.22M	Buy	+11,410	New	+$1.24M	0.25%	82

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

Bearing Point Capital's TIP Position: Q1 2026 in Review

Bearing Point Capital reduced its iShares TIPS Bond ETF (TIP) stake by 6% in Q1 2026, selling an estimated $75.3K and leaving 10,662 shares worth $1.18M. The position accounts for 0.18% of the portfolio, ranked #89.

Bearing Point Capital first reported a position in TIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.25M in Q4 2025. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Bearing Point Capital held 10,662 shares of iShares TIPS Bond ETF worth $1.18M as of Q1 2026.
Bearing Point Capital sold 680 iShares TIPS Bond ETF shares in Q1 2026, an estimated $75.3K.
iShares TIPS Bond ETF made up 0.18% of Bearing Point Capital's portfolio in Q1 2026, its #89 holding.
Bearing Point Capital first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 6 quarters since.
Bearing Point Capital's iShares TIPS Bond ETF position peaked at $1.25M in Q4 2025.
1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.