GHE LLC’s iShares TIPS Bond ETF TIP Stock Holding History

GHE LLC’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	$330K	Sell	3,017 -347	-10%	-$38.4K	0.12%	52
2026 Q1	$371K	Hold	3,364	–	–	0.15%	49
2025 Q4	$370K	Buy	+3,364	New	+$373K	0.12%	49
2025 Q2	–	Sell	-3,155	Closed	-$350K	–	50
2025 Q1	$350K	Sell	3,155 -257	-8%	-$27.9K	0.16%	49
2024 Q4	$364K	Hold	3,412	–	–	0.14%	48
2024 Q3	$384K	Sell	3,412 -60	-2%	-$6.52K	0.14%	47
2024 Q2	$371K	Hold	3,472	–	–	0.15%	44
2024 Q1	$373K	Hold	3,472	–	–	0.17%	45
2023 Q4	$373K	Hold	3,472	–	–	0.23%	44
2023 Q3	$360K	Sell	3,472 -244	-7%	-$25.8K	0.24%	45
2023 Q2	$400K	Sell	3,716 -63	-2%	-$6.86K	0.27%	46
2023 Q1	$417K	Sell	3,779 -10	-0.3%	-$1.08K	0.33%	44
2022 Q4	$403K	Hold	3,789	–	–	0.38%	46
2022 Q3	$397K	Buy	+3,789	New	+$429K	0.42%	42
2022 Q2	–	Sell	-3,042	Closed	-$379K	–	57
2022 Q1	$379K	Buy	3,042 +22	+0.7%	+$2.77K	0.32%	45
2021 Q4	$390K	Buy	+3,020	New	+$389K	0.3%	45

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

GHE LLC's TIP Position: Q2 2026 in Review

GHE LLC reduced its iShares TIPS Bond ETF (TIP) stake by 10% in Q2 2026, selling an estimated $38.4K and leaving 3,017 shares worth $330K. The position accounts for 0.12% of the portfolio, ranked #52.

GHE LLC first reported a position in TIP in Q4 2021 and has held it in 16 quarters since. The position peaked at $417K in Q1 2023. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

GHE LLC held 3,017 shares of iShares TIPS Bond ETF worth $330K as of Q2 2026.
GHE LLC sold 347 iShares TIPS Bond ETF shares in Q2 2026, an estimated $38.4K.
iShares TIPS Bond ETF made up 0.12% of GHE LLC's portfolio in Q2 2026, its #52 holding.
GHE LLC first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 16 quarters since.
GHE LLC's iShares TIPS Bond ETF position peaked at $417K in Q1 2023.
1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on GHE LLC's 13F filing for Q2 2026, filed 30 Jul 2026.