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Bleakley Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Bleakley Financial Group’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 		$2.94M Buy
+26,907
New +$2.97M 0.04% 373
2024
Q2 		– Sell
-2,106
Closed -$226K – 1066
2024
Q1 		$226K Sell
2,106
-332
-14% -$35.5K 0.01% 850
2023
Q4 		$262K Buy
+2,438
New +$255K 0.01% 771

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

Bleakley Financial Group's TIP Position: Q2 2026 in Review

Bleakley Financial Group opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 26,907 shares worth $2.94M. The stake represents 0.04% of the portfolio and ranks #373 among its holdings. This is a return to the name: Bleakley Financial Group previously reported a position in TIP as recently as Q1 2024.

Bleakley Financial Group first reported a position in TIP in Q4 2023 and has held it in 3 quarters since. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Bleakley Financial Group held 26,907 shares of iShares TIPS Bond ETF worth $2.94M as of Q2 2026.
  • iShares TIPS Bond ETF was a new Bleakley Financial Group position in Q2 2026.
  • iShares TIPS Bond ETF made up 0.04% of Bleakley Financial Group's portfolio in Q2 2026, its #373 holding.
  • Bleakley Financial Group first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 3 quarters since.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.