BWP
TIP icon

Burling Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Burling Wealth Partners’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 		– Sell
-1,822
Closed -$201K – 187
2026
Q1 		$201K Hold
1,822
– – 0.03% 177
2025
Q4 		$200K Buy
+1,822
New +$202K 0.03% 185

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

Burling Wealth Partners's TIP Position: Q2 2026 in Review

Burling Wealth Partners sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 1,822 shares — an estimated $201K sold.

Burling Wealth Partners first reported a position in TIP in Q4 2025 and held it in 2 quarters. The position peaked at $201K in Q1 2026. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Burling Wealth Partners reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Burling Wealth Partners sold 1,822 iShares TIPS Bond ETF shares in Q2 2026, an estimated $201K.
  • Burling Wealth Partners first reported a position in iShares TIPS Bond ETF in Q4 2025 and held it in 2 quarters.
  • Burling Wealth Partners's iShares TIPS Bond ETF position peaked at $201K in Q1 2026.
  • 1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.