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Howe & Rusling’s iShares TIPS Bond ETF TIP Stock Holding History

Howe & Rusling’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 		– Sell
-748
Closed -$82.3K – 510
2025
Q4 		$82.3K Buy
748
+64
+9% +$7.1K 0.01% 343
2025
Q3 		$76K Buy
684
+7
+1% +$773 0.01% 330
2025
Q2 		$74.5K Buy
677
+9
+1% +$982 0.01% 334
2025
Q1 		$74.2K Hold
668
– – 0.01% 313
2024
Q4 		$71.2K Buy
668
+3
+0.5% +$325 0.01% 297
2024
Q3 		$73.4K Buy
665
+4
+0.6% +$435 0.01% 287
2024
Q2 		$70.5K Buy
661
+10
+2% +$1.06K 0.01% 277
2024
Q1 		$70K Sell
651
-40
-6% -$4.27K 0.01% 286
2023
Q4 		$74.3K Buy
691
+45
+7% +$4.71K 0.01% 261
2023
Q3 		$67K Sell
646
-372
-37% -$39.4K 0.01% 245
2023
Q2 		$110K Buy
1,018
+28
+3% +$3.05K 0.01% 240
2023
Q1 		$109K Sell
990
-1,193
-55% -$129K 0.01% 222
2022
Q4 		$232K Buy
2,183
+638
+41% +$68.1K 0.03% 195
2022
Q3 		$162K Buy
1,545
+17
+1% +$1.93K 0.02% 220
2022
Q2 		$174K Buy
1,528
+753
+97% +$89.3K 0.02% 217
2022
Q1 		$97K Buy
775
+180
+30% +$22.6K 0.01% 256
2021
Q4 		$77K Buy
595
+7
+1% +$903 0.01% 280
2021
Q3 		$75K Buy
588
+12
+2% +$1.55K 0.01% 269
2021
Q2 		$74K Sell
576
-331
-36% -$42.1K 0.01% 265
2021
Q1 		$114K Buy
907
+314
+53% +$39.7K 0.02% 223
2020
Q4 		$76K Buy
593
+27
+5% +$3.41K 0.01% 250
2020
Q3 		$72K Hold
566
– – 0.01% 231
2020
Q2 		$70K Buy
566
+3
+0.5% +$365 0.01% 218
2020
Q1 		$66K Sell
563
-327
-37% -$38.5K 0.01% 229
2019
Q4 		$104K Buy
890
+287
+48% +$33.4K 0.02% 231
2019
Q3 		$70K Buy
603
+5
+0.8% +$580 0.01% 264
2019
Q2 		$69K Buy
598
+3
+0.5% +$341 0.01% 267
2019
Q1 		$67K Sell
595
-10,629
-95% -$1.18M 0.01% 261
2018
Q4 		$1.23M Sell
11,224
-1,102
-9% -$120K 0.26% 72
2018
Q3 		$1.36M Sell
12,326
-66
-0.5% -$7.37K 0.23% 70
2018
Q2 		$1.4M Buy
12,392
+224
+2% +$25.1K 0.25% 68
2018
Q1 		$1.38M Buy
12,168
+1,158
+11% +$130K 0.25% 74
2017
Q4 		$1.26M Sell
11,010
-338
-3% -$38.4K 0.23% 83
2017
Q3 		$1.29M Sell
11,348
-2,079
-15% -$237K 0.24% 82
2017
Q2 		$1.52M Buy
13,427
+732
+6% +$83.7K 0.31% 77
2017
Q1 		$1.46M Buy
12,695
+430
+4% +$49K 0.29% 76
2016
Q4 		$1.39M Buy
12,265
+261
+2% +$29.8K 0.3% 75
2016
Q3 		$1.4M Buy
12,004
+117
+1% +$13.6K 0.3% 74
2016
Q2 		$1.39M Sell
11,887
-21
-0.2% -$2.41K 0.31% 75
2016
Q1 		$1.36M Buy
11,908
+481
+4% +$53.7K 0.31% 75
2015
Q4 		$1.25M Sell
11,427
-3,715
-25% -$411K 0.29% 76
2015
Q3 		$1.68M Sell
15,142
-108
-0.7% -$12K 0.42% 69
2015
Q2 		$1.71M Sell
15,250
-11
-0.1% -$1.24K 0.37% 72
2015
Q1 		$1.73M Buy
15,261
+460
+3% +$52.2K 0.39% 70
2014
Q4 		$1.66M Sell
14,801
-1,220
-8% -$138K 0.4% 67
2014
Q3 		$1.79M Buy
16,021
+290
+2% +$33.2K 0.42% 66
2014
Q2 		$1.81M Buy
+15,731
New +$1.79M 0.41% 67
2014
Q1 		– Sell
-13,677
Closed -$1.5M – 924
2013
Q4 		$1.5M Buy
13,677
+2,081
+18% +$232K 0.38% 65
2013
Q3 		$1.3M Sell
11,596
-4,435
-28% -$495K 0.48% 61
2013
Q2 		$1.8M Buy
+16,031
New +$1.9M 0.5% 53

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 $424B AUM 22.94% 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 $105B AUM 38.07% 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

Howe & Rusling's TIP Position: Q1 2026 in Review

Howe & Rusling sold out of iShares TIPS Bond ETF (TIP) in Q1 2026, closing a stake of 748 shares — an estimated $82.3K sold.

Howe & Rusling first reported a position in TIP in Q2 2013 and held it in 50 quarters. The position peaked at $1.81M in Q2 2014. 1,014 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Howe & Rusling reported no remaining iShares TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Howe & Rusling sold 748 iShares TIPS Bond ETF shares in Q1 2026, an estimated $82.3K.
  • Howe & Rusling first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 50 quarters.
  • Howe & Rusling's iShares TIPS Bond ETF position peaked at $1.81M in Q2 2014.
  • 1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.