Hirtle Callaghan & Co’s iShares TIPS Bond ETF TIP Stock Holding History

Hirtle Callaghan & Co’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	–	Hold	0	–	–	–	30
2026 Q1	–	Hold	0	–	–	–	32
2025 Q4	–	Hold	0	–	–	–	32
2025 Q3	–	Hold	0	–	–	–	32
2025 Q2	–	Hold	0	–	–	–	33
2025 Q1	–	Hold	0	–	–	–	32
2024 Q4	–	Hold	0	–	–	–	36
2024 Q3	–	Hold	0	–	–	–	34
2024 Q2	–	Hold	0	–	–	–	33
2024 Q1	–	Sell	-47,646	Closed	-$5.09M	–	35
2023 Q4	$5.12M	Buy	47,646 +19,171	+67%	+$2M	0.23%	34
2023 Q3	$2.95M	Buy	+28,475	New	+$3.01M	0.15%	41
2022 Q3	–	Sell	-17,092	Closed	-$1.95M	–	134
2022 Q2	$1.95M	Buy	+17,092	New	+$2.03M	0.12%	49

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

Hirtle Callaghan & Co's TIP Position: Q2 2026 in Review

Hirtle Callaghan & Co held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 0 shares worth $6.89M. The position accounts for 0.23% of the portfolio, ranked #30.

Hirtle Callaghan & Co first reported a position in TIP in Q2 2022 and has held it in 3 quarters since. The position peaked at $5.12M in Q4 2023. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Hirtle Callaghan & Co held 0 shares of iShares TIPS Bond ETF worth $6.89M as of Q2 2026.
Hirtle Callaghan & Co left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
iShares TIPS Bond ETF made up 0.23% of Hirtle Callaghan & Co's portfolio in Q2 2026, its #30 holding.
Hirtle Callaghan & Co first reported a position in iShares TIPS Bond ETF in Q2 2022 and has held it in 3 quarters since.
Hirtle Callaghan & Co's iShares TIPS Bond ETF position peaked at $5.12M in Q4 2023.
1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.