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 Q3	$1.1M	Sell	10,583 -79	-0.7%	-$8.45K	0.14%	100
2026 Q2	$1.17M	Hold	10,662	–	–	0.16%	95
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

DRW Securities Chicago, Illinois $170B AUM 11.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bearing Point Capital's TIP Position: Q3 2026 in Review

Bearing Point Capital reduced its iShares TIPS Bond ETF (TIP) stake by 0.74% in Q3 2026, selling an estimated $8.45K and leaving 10,583 shares worth $1.1M. The position accounts for 0.14% of the portfolio, ranked #100.

Bearing Point Capital first reported a position in TIP in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.25M in Q4 2025. 894 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

Bearing Point Capital held 10,583 shares of iShares TIPS Bond ETF worth $1.1M as of Q3 2026.
Bearing Point Capital sold 79 iShares TIPS Bond ETF shares in Q3 2026, an estimated $8.45K.
iShares TIPS Bond ETF made up 0.14% of Bearing Point Capital's portfolio in Q3 2026, its #100 holding.
Bearing Point Capital first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 8 quarters since.
Bearing Point Capital's iShares TIPS Bond ETF position peaked at $1.25M in Q4 2025.
894 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Bearing Point Capital's 13F filing for Q3 2026, filed 13 Nov 2026.