James Hambro & Partners’s iShares TIPS Bond ETF TIP Stock Holding History

James Hambro & 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	$861K	Sell	7,865 -120	-2%	-$13.3K	0.03%	39
2026 Q1	$881K	Buy	+7,985	New	+$884K	0.03%	37
2020 Q3	–	Sell	-1,926	Closed	-$237K	–	60
2020 Q2	$237K	Sell	1,926 -2,308	-55%	-$281K	0.04%	50
2020 Q1	$500K	Buy	4,234 +1,283	+43%	+$151K	0.1%	35
2019 Q4	$344K	Hold	2,951	–	–	0.06%	47
2019 Q3	$343K	Buy	+2,951	New	+$343K	0.07%	43
2019 Q1	$270K	Buy	+2,391	New	+$265K	0.08%	44

Other funds holding TIP

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

James Hambro & Partners's TIP Position: Q2 2026 in Review

James Hambro & Partners reduced its iShares TIPS Bond ETF (TIP) stake by 1.5% in Q2 2026, selling an estimated $13.3K and leaving 7,865 shares worth $861K. The position accounts for 0.03% of the portfolio, ranked #39.

James Hambro & Partners first reported a position in TIP in Q1 2019 and has held it in 7 quarters since. The position peaked at $881K in Q1 2026. 475 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

James Hambro & Partners held 7,865 shares of iShares TIPS Bond ETF worth $861K as of Q2 2026.
James Hambro & Partners sold 120 iShares TIPS Bond ETF shares in Q2 2026, an estimated $13.3K.
iShares TIPS Bond ETF made up 0.03% of James Hambro & Partners's portfolio in Q2 2026, its #39 holding.
James Hambro & Partners first reported a position in iShares TIPS Bond ETF in Q1 2019 and has held it in 7 quarters since.
James Hambro & Partners's iShares TIPS Bond ETF position peaked at $881K in Q1 2026.
475 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on James Hambro & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.