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Blue Edge Capital’s iShares TIPS Bond ETF TIP Stock Holding History

Blue Edge 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
Q2 		$21.5M Buy
+196,373
New +$21.7M 2.58% 9
2017
Q3 		– Sell
-17,303
Closed -$1.96M – 82
2017
Q2 		$1.96M Buy
17,303
+707
+4% +$80.8K 0.93% 32
2017
Q1 		$1.9M Sell
16,596
-406
-2% -$46.3K 0.95% 31
2016
Q4 		$1.83M Buy
+17,002
New +$1.94M 1.03% 30

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

Blue Edge Capital's TIP Position: Q2 2026 in Review

Blue Edge Capital opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 196,373 shares worth $21.5M. The stake represents 2.58% of the portfolio and ranks #9 among its holdings. This is a return to the name: Blue Edge Capital previously reported a position in TIP as recently as Q2 2017.

Blue Edge Capital first reported a position in TIP in Q4 2016 and has held it in 4 quarters since. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Blue Edge Capital held 196,373 shares of iShares TIPS Bond ETF worth $21.5M as of Q2 2026.
  • iShares TIPS Bond ETF was a new Blue Edge Capital position in Q2 2026.
  • iShares TIPS Bond ETF made up 2.58% of Blue Edge Capital's portfolio in Q2 2026, its #9 holding.
  • Blue Edge Capital first reported a position in iShares TIPS Bond ETF in Q4 2016 and has held it in 4 quarters since.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Blue Edge Capital's 13F filing for Q2 2026, filed 17 Aug 2026.