BMM
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Berkshire Money Management’s iShares TIPS Bond ETF TIP Stock Holding History

Berkshire Money Management’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 		– Sell
-1,963
Closed -$216K – 118
2025
Q4 		$216K Buy
+1,963
New +$218K 0.02% 119
2025
Q3 		– Sell
-1,793
Closed -$197K – 128
2025
Q2 		$197K Buy
+1,793
New +$196K 0.02% 105
2024
Q2 		– Sell
-2,106
Closed -$226K – 77
2024
Q1 		$226K Buy
+2,106
New +$225K 0.03% 79
2022
Q3 		– Sell
-221,574
Closed -$25.2M – 51
2022
Q2 		$25.2M Sell
221,574
-44,709
-17% -$5.3M 4.19% 6
2022
Q1 		$33.2M Buy
266,283
+5,044
+2% +$634K 4.76% 6
2021
Q4 		$33.8M Buy
261,239
+10,755
+4% +$1.39M 4.94% 7
2021
Q3 		$32M Buy
250,484
+14,874
+6% +$1.92M 5.08% 7
2021
Q2 		$30.2M Buy
235,610
+7,960
+3% +$1.01M 4.85% 8
2021
Q1 		$28.6M Buy
227,650
+18,183
+9% +$2.3M 5% 7
2020
Q4 		$26.7M Sell
209,467
-97,719
-32% -$12.3M 4.93% 6
2020
Q3 		$38.9M Buy
307,186
+4,143
+1% +$520K 8.07% 6
2020
Q2 		$37.3M Buy
303,043
+7,631
+3% +$928K 8.2% 5
2020
Q1 		$34.8M Buy
+295,412
New +$34.8M 8.56% 4
2019
Q4 		– Sell
-1,735
Closed -$202K – 38
2019
Q3 		$202K Hold
1,735
– – 0.04% 35
2019
Q2 		$200K Buy
+1,735
New +$197K 0.04% 34

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 $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $105B AUM 38.07% 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 $445B AUM 25.58% 1-Year Est. Return

Berkshire Money Management's TIP Position: Q1 2026 in Review

Berkshire Money Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2026, closing a stake of 1,963 shares — an estimated $216K sold.

Berkshire Money Management first reported a position in TIP in Q2 2019 and held it in 15 quarters. The position peaked at $38.9M in Q3 2020. 1,016 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Berkshire Money Management reported no remaining iShares TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Berkshire Money Management sold 1,963 iShares TIPS Bond ETF shares in Q1 2026, an estimated $216K.
  • Berkshire Money Management first reported a position in iShares TIPS Bond ETF in Q2 2019 and held it in 15 quarters.
  • Berkshire Money Management's iShares TIPS Bond ETF position peaked at $38.9M in Q3 2020.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.