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
Q2 		$3.49M Buy
31,861
+5,554
+21% +$614K 0.03% 433
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 $1.55T 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 22.96% 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

Benjamin Edwards Inc's TIP Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares TIPS Bond ETF (TIP) stake by 21% in Q2 2026, buying an estimated $614K and bringing the position to 31,861 shares worth $3.49M. The position accounts for 0.03% of the portfolio, ranked #433.

Benjamin Edwards Inc first reported a position in TIP in Q3 2024 and has held it in 6 quarters since. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Benjamin Edwards Inc held 31,861 shares of iShares TIPS Bond ETF worth $3.49M as of Q2 2026.
  • Benjamin Edwards Inc bought 5,554 iShares TIPS Bond ETF shares in Q2 2026, an estimated $614K.
  • iShares TIPS Bond ETF made up 0.03% of Benjamin Edwards Inc's portfolio in Q2 2026, its #433 holding.
  • Benjamin Edwards Inc first reported a position in iShares TIPS Bond ETF in Q3 2024 and has held it in 6 quarters since.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.