GP
TIP icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guardian Partners's TIP Position: Q1 2026 in Review

Guardian Partners increased its iShares TIPS Bond ETF (TIP) stake by 0.03% in Q1 2026, buying an estimated $111 and bringing the position to 3,301 shares worth $362K. The position accounts for 0.03% of the portfolio, ranked #161.

Guardian Partners first reported a position in TIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.25M in Q1 2025. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Guardian Partners held 3,301 shares of iShares TIPS Bond ETF worth $362K as of Q1 2026.
  • Guardian Partners bought 1 iShares TIPS Bond ETF share in Q1 2026, an estimated $111.
  • iShares TIPS Bond ETF made up 0.03% of Guardian Partners's portfolio in Q1 2026, its #161 holding.
  • Guardian Partners first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Guardian Partners's iShares TIPS Bond ETF position peaked at $9.25M in Q1 2025.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

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