Edgestream Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Edgestream 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 Q1	$1.01M	Sell	9,162 -25,775	-74%	-$2.85M	0.03%	628
2025 Q4	$3.84M	Sell	34,937 -15,268	-30%	-$1.69M	0.11%	336
2025 Q3	$5.58M	Buy	50,205 +27,523	+121%	+$3.04M	0.16%	222
2025 Q2	$2.5M	Buy	+22,682	New	+$2.47M	0.07%	481
2025 Q1	–	Sell	-3,724	Closed	-$397K	–	1069
2024 Q4	$397K	Buy	+3,724	New	+$403K	0.02%	723
2024 Q3	–	Sell	-6,604	Closed	-$705K	–	1081
2024 Q2	$705K	Buy	+6,604	New	+$702K	0.03%	608
2024 Q1	–	Sell	-23,232	Closed	-$2.5M	–	1017
2023 Q4	$2.5M	Buy	+23,232	New	+$2.43M	0.18%	189
2023 Q3	–	Sell	-4,690	Closed	-$505K	–	971
2023 Q2	$505K	Buy	+4,690	New	+$511K	0.05%	528

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Edgestream Partners's TIP Position: Q1 2026 in Review

Edgestream Partners reduced its iShares TIPS Bond ETF (TIP) stake by 74% in Q1 2026, selling an estimated $2.85M and leaving 9,162 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #628.

Edgestream Partners first reported a position in TIP in Q2 2023 and has held it in 8 quarters since. The position peaked at $5.58M in Q3 2025. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Edgestream Partners held 9,162 shares of iShares TIPS Bond ETF worth $1.01M as of Q1 2026.
Edgestream Partners sold 25,775 iShares TIPS Bond ETF shares in Q1 2026, an estimated $2.85M.
iShares TIPS Bond ETF made up 0.03% of Edgestream Partners's portfolio in Q1 2026, its #628 holding.
Edgestream Partners first reported a position in iShares TIPS Bond ETF in Q2 2023 and has held it in 8 quarters since.
Edgestream Partners's iShares TIPS Bond ETF position peaked at $5.58M in Q3 2025.
1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.