Elm Partners Management’s iShares TIPS Bond ETF TIP Stock Holding History

Elm Partners 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	$1.03M	Buy	9,410 +4,623	+97%	+$511K	0.04%	78
2026 Q1	$528K	Sell	4,787 -329	-6%	-$36.4K	0.02%	93
2025 Q4	$562K	Buy	5,116 +1,950	+62%	+$216K	0.03%	91
2025 Q3	$352K	Sell	3,166 -2,144	-40%	-$237K	0.02%	111
2025 Q2	$584K	Buy	5,310 +3,060	+136%	+$334K	0.03%	73
2025 Q1	$250K	Sell	2,250 -673	-23%	-$73.1K	0.02%	62
2024 Q4	$311K	Buy	+2,923	New	+$316K	0.02%	58
2024 Q1	–	Sell	-5,068	Closed	-$545K	–	62
2023 Q4	$545K	Sell	5,068 -127	-2%	-$13.3K	0.05%	41
2023 Q3	$539K	Buy	5,195 +116	+2%	+$12.3K	0.06%	40
2023 Q2	$547K	Sell	5,079 -700	-12%	-$76.2K	0.06%	39
2023 Q1	$637K	Sell	5,779 -266	-4%	-$28.8K	0.07%	36
2022 Q4	$643K	Sell	6,045 -4,194	-41%	-$448K	0.07%	31
2022 Q3	$1.07M	Sell	10,239 -62	-0.6%	-$7.02K	0.14%	30
2022 Q2	$1.17M	Sell	10,301 -20	-0.2%	-$2.37K	0.15%	28
2022 Q1	$1.29M	Sell	10,321 -242	-2%	-$30.4K	0.16%	26
2021 Q4	$1.36M	Sell	10,563 -35,443	-77%	-$4.57M	0.17%	27
2021 Q3	$5.88M	Buy	46,006 +34,911	+315%	+$4.5M	0.78%	19
2021 Q2	$1.42M	Buy	11,095 +3,567	+47%	+$453K	0.19%	28
2021 Q1	$945K	Sell	7,528 -45,820	-86%	-$5.8M	0.13%	30
2020 Q4	$6.81M	Sell	53,348 -3,294	-6%	-$415K	1.02%	21
2020 Q3	$7.17M	Sell	56,642 -16,503	-23%	-$2.07M	1.21%	19
2020 Q2	$9M	Buy	73,145 +9,063	+14%	+$1.1M	1.61%	15
2020 Q1	$7.56M	Buy	64,082 +66	+0.1%	+$7.78K	1.66%	17
2019 Q4	$7.44M	Sell	64,016 -907	-1%	-$105K	1.63%	15
2019 Q3	$7.55M	Sell	64,923 -2,061	-3%	-$239K	1.71%	17
2019 Q2	$7.74M	Buy	66,984 +63,793	+1,999%	+$7.25M	1.73%	17
2019 Q1	$361K	Buy	3,191 +3,101	+3,446%	+$344K	0.1%	34
2018 Q4	$10K	Buy	+90	New	+$9.82K	﹤0.01%	30

Other funds holding TIP

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

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

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

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

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

Elm Partners Management's TIP Position: Q2 2026 in Review

Elm Partners Management increased its iShares TIPS Bond ETF (TIP) stake by 97% in Q2 2026, buying an estimated $511K and bringing the position to 9,410 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #78.

Elm Partners Management first reported a position in TIP in Q4 2018 and has held it in 28 quarters since. The position peaked at $9M in Q2 2020. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Elm Partners Management held 9,410 shares of iShares TIPS Bond ETF worth $1.03M as of Q2 2026.
Elm Partners Management bought 4,623 iShares TIPS Bond ETF shares in Q2 2026, an estimated $511K.
iShares TIPS Bond ETF made up 0.04% of Elm Partners Management's portfolio in Q2 2026, its #78 holding.
Elm Partners Management first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 28 quarters since.
Elm Partners Management's iShares TIPS Bond ETF position peaked at $9M in Q2 2020.
1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.