BEI
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Benjamin Edwards Inc’s iShares TIPS Bond ETF TIP Stock Holding History

Benjamin Edwards Inc’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 		$2.9M Buy
26,307
+14,192
+117% +$1.57M 0.03% 445
2025
Q4 		$1.33M Buy
12,115
+6,061
+100% +$672K 0.01% 620
2025
Q3 		$673K Buy
+6,054
New +$669K 0.01% 835
2025
Q1 		– Sell
-5,899
Closed -$629K – 1164
2024
Q4 		$629K Buy
5,899
+534
+10% +$57.8K 0.01% 761
2024
Q3 		$593K Buy
+5,365
New +$583K 0.01% 744

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Benjamin Edwards Inc's TIP Position: Q1 2026 in Review

Benjamin Edwards Inc increased its iShares TIPS Bond ETF (TIP) stake by 117% in Q1 2026, buying an estimated $1.57M and bringing the position to 26,307 shares worth $2.9M. The position accounts for 0.03% of the portfolio, ranked #445.

Benjamin Edwards Inc first reported a position in TIP in Q3 2024 and has held it in 5 quarters since. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Benjamin Edwards Inc held 26,307 shares of iShares TIPS Bond ETF worth $2.9M as of Q1 2026.
  • Benjamin Edwards Inc bought 14,192 iShares TIPS Bond ETF shares in Q1 2026, an estimated $1.57M.
  • iShares TIPS Bond ETF made up 0.03% of Benjamin Edwards Inc's portfolio in Q1 2026, its #445 holding.
  • Benjamin Edwards Inc first reported a position in iShares TIPS Bond ETF in Q3 2024 and has held it in 5 quarters since.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.