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Ground Swell Capital’s iShares TIPS Bond ETF TIP Stock Holding History

Ground Swell Capital’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 		– Sell
-4,108
Closed -$453K – 222
2026
Q1 		$453K Buy
+4,108
New +$455K 0.89% 26
2025
Q3 		– Sell
-3,605
Closed -$397K – 230
2025
Q2 		$397K Buy
+3,605
New +$393K 0.63% 18
2024
Q2 		– Sell
-5,209
Closed -$559K – 215
2024
Q1 		$559K Buy
+5,209
New +$557K 0.51% 18
2023
Q4 		– Sell
-2,638
Closed -$274K – 119
2023
Q3 		$274K Buy
+2,638
New +$279K 0.45% 27

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

Ground Swell Capital's TIP Position: Q2 2026 in Review

Ground Swell Capital sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 4,108 shares — an estimated $453K sold.

Ground Swell Capital first reported a position in TIP in Q3 2023 and held it in 4 quarters. The position peaked at $559K in Q1 2024. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Ground Swell Capital reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Ground Swell Capital sold 4,108 iShares TIPS Bond ETF shares in Q2 2026, an estimated $453K.
  • Ground Swell Capital first reported a position in iShares TIPS Bond ETF in Q3 2023 and held it in 4 quarters.
  • Ground Swell Capital's iShares TIPS Bond ETF position peaked at $559K in Q1 2024.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Ground Swell Capital's 13F filing for Q2 2026, filed 5 Aug 2026.