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Brookstone Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Brookstone Capital 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
Q2 		$1.84M Buy
16,802
+741
+5% +$81.9K 0.02% 519
2026
Q1 		$1.77M Buy
16,061
+51
+0.3% +$5.64K 0.02% 495
2025
Q4 		$1.76M Buy
16,010
+1,280
+9% +$142K 0.02% 481
2025
Q3 		$1.64M Buy
14,730
+1,795
+14% +$198K 0.02% 492
2025
Q2 		$1.42M Sell
12,935
-105
-0.8% -$11.5K 0.02% 486
2025
Q1 		$1.45M Sell
13,040
-1,836
-12% -$199K 0.02% 466
2024
Q4 		$1.59M Sell
14,876
-866
-6% -$93.8K 0.02% 421
2024
Q3 		$1.74M Sell
15,742
-7,175
-31% -$780K 0.03% 400
2024
Q2 		$2.47M Sell
22,917
-2,313
-9% -$246K 0.04% 343
2024
Q1 		$2.71M Sell
25,230
-11,987
-32% -$1.28M 0.05% 309
2023
Q4 		$4M Sell
37,217
-8,252
-18% -$863K 0.08% 224
2023
Q3 		$4.66M Buy
45,469
+7,481
+20% +$792K 0.1% 194
2023
Q2 		$4.02M Sell
37,988
-4,080
-10% -$444K 0.08% 224
2023
Q1 		$4.6M Sell
42,068
-10,901
-21% -$1.18M 0.09% 192
2022
Q4 		$5.72M Sell
52,969
-24,617
-32% -$2.63M 0.12% 161
2022
Q3 		$8.2M Sell
77,586
-11,420
-13% -$1.29M 0.19% 132
2022
Q2 		$10.1M Sell
89,006
-36,451
-29% -$4.32M 0.22% 109
2022
Q1 		$15.2M Sell
125,457
-43,128
-26% -$5.43M 0.3% 78
2021
Q4 		$21.3M Buy
168,585
+66,114
+65% +$8.53M 0.37% 71
2021
Q3 		$13.2M Buy
102,471
+54,484
+114% +$7.03M 0.24% 87
2021
Q2 		$6.16M Sell
47,987
-456
-0.9% -$57.9K 0.11% 161
2021
Q1 		$6.08M Buy
48,443
+4,706
+11% +$596K 0.23% 88
2020
Q4 		$5.58M Buy
43,737
+13,352
+44% +$1.68M 0.22% 90
2020
Q3 		$3.84M Sell
30,385
-7,577
-20% -$952K 0.18% 91
2020
Q2 		$4.67M Buy
37,962
+30,630
+418% +$3.72M 0.29% 54
2020
Q1 		$865K Sell
7,332
-960
-12% -$113K 0.05% 174
2019
Q4 		$967K Buy
8,292
+818
+11% +$95.1K 0.05% 169
2019
Q3 		$869K Buy
7,474
+1,074
+17% +$125K 0.05% 207
2019
Q2 		$739K Sell
6,400
-2,727
-30% -$310K 0.04% 205
2019
Q1 		$1.03M Sell
9,127
-16,628
-65% -$1.84M 0.07% 142
2018
Q4 		$2.82M Buy
25,755
+17,943
+230% +$1.96M 0.21% 80
2018
Q3 		$864K Sell
7,812
-12,155
-61% -$1.36M 0.07% 191
2018
Q2 		$2.25M Buy
19,967
+320
+2% +$35.9K 0.2% 111
2018
Q1 		$2.22M Sell
19,647
-4,421
-18% -$498K 0.2% 111
2017
Q4 		$2.75M Buy
24,068
+958
+4% +$109K 0.25% 107
2017
Q3 		$2.63M Sell
23,110
-54,406
-70% -$6.19M 0.24% 105
2017
Q2 		$8.79M Sell
77,516
-19,130
-20% -$2.19M 0.84% 30
2017
Q1 		$11.1M Buy
96,646
+57,281
+146% +$6.53M 1.12% 20
2016
Q4 		$4.46M Buy
39,365
+7,071
+22% +$807K 0.49% 93
2016
Q3 		$3.76M Buy
32,294
+15,384
+91% +$1.79M 0.41% 92
2016
Q2 		$1.97M Buy
16,910
+7,788
+85% +$894K 0.26% 105
2016
Q1 		$1.05M Buy
+9,122
New +$1.02M 0.16% 126
2015
Q4 		– Sell
-26,570
Closed -$2.94M – 811
2015
Q3 		$2.94M Sell
26,570
-1,420
-5% -$158K 0.53% 22
2015
Q2 		$3.14M Buy
+27,990
New +$3.16M 0.39% 72

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

Brookstone Capital Management's TIP Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares TIPS Bond ETF (TIP) stake by 4.6% in Q2 2026, buying an estimated $81.9K and bringing the position to 16,802 shares worth $1.84M. The position accounts for 0.02% of the portfolio, ranked #519.

Brookstone Capital Management first reported a position in TIP in Q2 2015 and has held it in 44 quarters since. The position peaked at $21.3M in Q4 2021. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Brookstone Capital Management held 16,802 shares of iShares TIPS Bond ETF worth $1.84M as of Q2 2026.
  • Brookstone Capital Management bought 741 iShares TIPS Bond ETF shares in Q2 2026, an estimated $81.9K.
  • iShares TIPS Bond ETF made up 0.02% of Brookstone Capital Management's portfolio in Q2 2026, its #519 holding.
  • Brookstone Capital Management first reported a position in iShares TIPS Bond ETF in Q2 2015 and has held it in 44 quarters since.
  • Brookstone Capital Management's iShares TIPS Bond ETF position peaked at $21.3M in Q4 2021.
  • 1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.