Brown, Lisle/Cummings’s iShares TIPS Bond ETF TIP Stock Holding History

Brown, Lisle/Cummings’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	$22.1K	Hold	200	–	–	0.01%	458
2025 Q4	$22K	Hold	200	–	–	0.01%	420
2025 Q3	$22.2K	Hold	200	–	–	0.01%	418
2025 Q2	$22K	Hold	200	–	–	0.01%	417
2025 Q1	$22.2K	Hold	200	–	–	0.01%	408
2024 Q4	$21.3K	Hold	200	–	–	0.01%	411
2024 Q3	$22.1K	Hold	200	–	–	0.01%	386
2024 Q2	$21.4K	Sell	200 -300	-60%	-$31.9K	0.01%	380
2024 Q1	$53.7K	Hold	500	–	–	0.02%	283
2023 Q4	$53.7K	Hold	500	–	–	0.02%	282
2023 Q3	$51.9K	Sell	500 -333	-40%	-$35.2K	0.02%	269
2023 Q2	$89.6K	Sell	833 -375	-31%	-$40.8K	0.04%	238
2023 Q1	$133K	Hold	1,208	–	–	0.07%	198
2022 Q4	$129K	Buy	1,208 +300	+33%	+$32K	0.07%	197
2022 Q3	$95.2K	Hold	908	–	–	0.06%	209
2022 Q2	$103K	Sell	908 -34	-4%	-$4.03K	0.06%	202
2022 Q1	$117K	Hold	942	–	–	0.06%	201
2021 Q4	$122K	Buy	+942	New	+$121K	0.06%	199

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brown, Lisle/Cummings's TIP Position: Q1 2026 in Review

Brown, Lisle/Cummings held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 200 shares worth $22.1K. The position accounts for 0.01% of the portfolio, ranked #458.

Brown, Lisle/Cummings first reported a position in TIP in Q4 2021 and has held it in 18 quarters since. The position peaked at $133K in Q1 2023. 1,021 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Brown, Lisle/Cummings held 200 shares of iShares TIPS Bond ETF worth $22.1K as of Q1 2026.
Brown, Lisle/Cummings left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
iShares TIPS Bond ETF made up 0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #458 holding.
Brown, Lisle/Cummings first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 18 quarters since.
Brown, Lisle/Cummings's iShares TIPS Bond ETF position peaked at $133K in Q1 2023.
1,021 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.