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Brookwood Investment Group’s iShares TIPS Bond ETF TIP Stock Holding History

Brookwood Investment 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 		$1.3M Sell
11,925
-3,231
-21% -$357K 0.15% 148
2026
Q1 		$1.67M Sell
15,156
-3,513
-19% -$389K 0.21% 111
2025
Q4 		$2.05M Sell
18,669
-307
-2% -$34.1K 0.25% 73
2025
Q3 		$2.11M Sell
18,976
-296
-2% -$32.7K 0.27% 65
2025
Q2 		$2.12M Sell
19,272
-52
-0.3% -$5.67K 0.34% 46
2025
Q1 		$2.15M Buy
+19,324
New +$2.1M 0.37% 41

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 22.9% 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

Brookwood Investment Group's TIP Position: Q2 2026 in Review

Brookwood Investment Group reduced its iShares TIPS Bond ETF (TIP) stake by 21% in Q2 2026, selling an estimated $357K and leaving 11,925 shares worth $1.3M. The position accounts for 0.15% of the portfolio, ranked #148.

Brookwood Investment Group first reported a position in TIP in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.15M in Q1 2025. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Brookwood Investment Group held 11,925 shares of iShares TIPS Bond ETF worth $1.3M as of Q2 2026.
  • Brookwood Investment Group sold 3,231 iShares TIPS Bond ETF shares in Q2 2026, an estimated $357K.
  • iShares TIPS Bond ETF made up 0.15% of Brookwood Investment Group's portfolio in Q2 2026, its #148 holding.
  • Brookwood Investment Group first reported a position in iShares TIPS Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's iShares TIPS Bond ETF position peaked at $2.15M in Q1 2025.
  • 1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.