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

Dorato 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 		$366K Hold
3,384
– – 0.25% 80
2026
Q1 		$375K Hold
3,384
– – 0.28% 76
2025
Q4 		$374K Buy
+3,384
New +$375K 0.28% 77

Other funds holding TIP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Dorato Capital Management held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 3,384 shares worth $366K. The position accounts for 0.25% of the portfolio, ranked #80.

Dorato Capital Management first reported a position in TIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $375K in Q1 2026. 627 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Dorato Capital Management held 3,384 shares of iShares TIPS Bond ETF worth $366K as of Q2 2026.
  • Dorato Capital Management left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.25% of Dorato Capital Management's portfolio in Q2 2026, its #80 holding.
  • Dorato Capital Management first reported a position in iShares TIPS Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's iShares TIPS Bond ETF position peaked at $375K in Q1 2026.
  • 627 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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