John Overdeck’s iShares TIPS Bond ETF TIP Stock Holding History

John Overdeck’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	$40.6M	Buy	371,250 +8,550	+2%	+$945K	0.03%	652
2026 Q1	$40M	Hold	362,700	–	–	0.03%	594
2025 Q4	$39.9M	Hold	362,700	–	–	0.06%	421
2025 Q3	$40.3M	Sell	362,700 -208,500	-37%	-$23M	0.06%	380
2025 Q2	$62.9M	Sell	571,200 -74,900	-12%	-$8.17M	0.11%	231
2025 Q1	$71.8M	Buy	+646,100	New	+$70.2M	0.15%	159
2024 Q4	–	Sell	-188,400	Closed	-$20.8M	–	3486
2024 Q3	$20.8M	Buy	+188,400	New	+$20.5M	0.05%	472
2024 Q1	–	Sell	-5,930	Closed	-$637K	–	3391
2023 Q4	$637K	Buy	+5,930	New	+$620K	﹤0.01%	2335

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

John Overdeck's TIP Position: Q2 2026 in Review

John Overdeck increased its iShares TIPS Bond ETF (TIP) stake by 2.4% in Q2 2026, buying an estimated $945K and bringing the position to 371,250 shares worth $40.6M. The position accounts for 0.03% of the portfolio, ranked #652.

John Overdeck first reported a position in TIP in Q4 2023 and has held it in 8 quarters since. The position peaked at $71.8M in Q1 2025. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

John Overdeck held 371,250 shares of iShares TIPS Bond ETF worth $40.6M as of Q2 2026.
John Overdeck bought 8,550 iShares TIPS Bond ETF shares in Q2 2026, an estimated $945K.
iShares TIPS Bond ETF made up 0.03% of John Overdeck's portfolio in Q2 2026, its #652 holding.
John Overdeck first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 8 quarters since.
John Overdeck's iShares TIPS Bond ETF position peaked at $71.8M in Q1 2025.
1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.