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Clean Yield Group’s iShares TIPS Bond ETF TIP Stock Holding History

Clean Yield 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 		$54.7K Hold
500
– – 0.01% 232
2026
Q1 		$55.2K Hold
500
– – 0.02% 218
2025
Q4 		$55K Hold
500
– – 0.02% 220
2025
Q3 		$55.6K Hold
500
– – 0.02% 216
2025
Q2 		$55K Hold
500
– – 0.02% 217
2025
Q1 		$55.5K Hold
500
– – 0.02% 216
2024
Q4 		$53.3K Hold
500
– – 0.02% 222
2024
Q3 		$55.2K Hold
500
– – 0.02% 224
2024
Q2 		$53.4K Hold
500
– – 0.02% 225
2024
Q1 		$53.7K Hold
500
– – 0.02% 231
2023
Q4 		$53.7K Sell
500
-540
-52% -$56.5K 0.02% 228
2023
Q3 		$108K Hold
1,040
– – 0.05% 164
2023
Q2 		$112K Buy
1,040
+165
+19% +$18K 0.05% 169
2023
Q1 		$96.5K Buy
875
+375
+75% +$40.6K 0.04% 176
2022
Q4 		$53.2K Hold
500
– – 0.02% 229
2022
Q3 		$52K Sell
500
-94
-16% -$10.6K 0.02% 220
2022
Q2 		$68K Sell
594
-28
-5% -$3.32K 0.03% 211
2022
Q1 		$77K Buy
622
+122
+24% +$15.3K 0.03% 220
2021
Q4 		$65K Hold
500
– – 0.02% 247
2021
Q3 		$64K Hold
500
– – 0.02% 243
2021
Q2 		$64K Buy
+500
New +$63.5K 0.02% 236
2021
Q1 		– Sell
-570
Closed -$73K – 348
2020
Q4 		$73K Buy
570
+70
+14% +$8.83K 0.03% 217
2020
Q3 		$63K Hold
500
– – 0.03% 207
2020
Q2 		$62K Hold
500
– – 0.03% 199
2020
Q1 		$59K Buy
+500
New +$58.9K 0.03% 188

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

Clean Yield Group's TIP Position: Q2 2026 in Review

Clean Yield Group held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 500 shares worth $54.7K. The position accounts for 0.01% of the portfolio, ranked #232.

Clean Yield Group first reported a position in TIP in Q1 2020 and has held it in 25 quarters since. The position peaked at $112K in Q2 2023. 1,019 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Clean Yield Group held 500 shares of iShares TIPS Bond ETF worth $54.7K as of Q2 2026.
  • Clean Yield Group left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.01% of Clean Yield Group's portfolio in Q2 2026, its #232 holding.
  • Clean Yield Group first reported a position in iShares TIPS Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Clean Yield Group's iShares TIPS Bond ETF position peaked at $112K in Q2 2023.
  • 1,019 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.