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

Guardian 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 Q2	$361K	Sell	3,300 -1	-0%	-$111	0.03%	165
2026 Q1	$362K	Buy	3,301 +1	+0%	+$111	0.03%	161
2025 Q4	$361K	Sell	3,300 -67,316	-95%	-$7.47M	0.03%	175
2025 Q3	$7.85M	Hold	70,616	–	–	0.66%	55
2025 Q2	$7.74M	Sell	70,616 -14,079	-17%	-$1.54M	0.7%	49
2025 Q1	$9.25M	Buy	84,695 +12,542	+17%	+$1.36M	0.96%	36
2024 Q4	$7.69M	Buy	+72,153	New	+$7.81M	0.78%	46

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

Guardian Partners's TIP Position: Q2 2026 in Review

Guardian Partners reduced its iShares TIPS Bond ETF (TIP) stake by 0.03% in Q2 2026, selling an estimated $111 and leaving 3,300 shares worth $361K. The position accounts for 0.03% of the portfolio, ranked #165.

Guardian Partners first reported a position in TIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.25M in Q1 2025. 1,019 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Guardian Partners held 3,300 shares of iShares TIPS Bond ETF worth $361K as of Q2 2026.
Guardian Partners sold 1 iShares TIPS Bond ETF share in Q2 2026, an estimated $111.
iShares TIPS Bond ETF made up 0.03% of Guardian Partners's portfolio in Q2 2026, its #165 holding.
Guardian Partners first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
Guardian Partners's iShares TIPS Bond ETF position peaked at $9.25M in Q1 2025.
1,019 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.