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TIP icon

Keel Point’s iShares TIPS Bond ETF TIP Stock Holding History

Keel Point’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 		$892K Sell
8,087
-759
-9% -$84K 0.06% 184
2025
Q4 		$972K Buy
8,846
+202
+2% +$22.4K 0.06% 188
2025
Q3 		$961K Sell
8,644
-22
-0.3% -$2.43K 0.06% 190
2025
Q2 		$954K Buy
8,666
+5
+0.1% +$545 0.06% 183
2025
Q1 		$962K Buy
8,661
+4
+0% +$435 0.07% 154
2024
Q4 		$922K Sell
8,657
-9
-0.1% -$974 0.07% 153
2024
Q3 		$957K Buy
8,666
+49
+0.6% +$5.32K 0.08% 154
2024
Q2 		$937K Sell
8,617
-16
-0.2% -$1.7K 0.08% 149
2024
Q1 		$927K Sell
8,633
-9
-0.1% -$962 0.1% 137
2023
Q4 		$929K Sell
8,642
-983
-10% -$103K 0.11% 120
2023
Q3 		$998K Sell
9,625
-275
-3% -$29.1K 0.14% 105
2023
Q2 		$1.07M Sell
9,900
-413
-4% -$45K 0.14% 101
2023
Q1 		$1.14M Sell
10,313
-38,982
-79% -$4.22M 0.16% 102
2022
Q4 		$5.25M Sell
49,295
-16,916
-26% -$1.81M 0.82% 21
2022
Q3 		$6.95M Sell
66,211
-4,231
-6% -$479K 1.19% 17
2022
Q2 		$8.13M Sell
70,442
-49,825
-41% -$5.91M 1.27% 17
2022
Q1 		$15M Buy
120,267
+9,331
+8% +$1.17M 2.25% 8
2021
Q4 		$14.3M Sell
110,936
-36,020
-25% -$4.64M 1.61% 10
2021
Q3 		$18.8M Buy
146,956
+57,389
+64% +$7.4M 2.43% 8
2021
Q2 		$11.5M Buy
89,567
+58,144
+185% +$7.39M 1.28% 16
2021
Q1 		$3.94M Sell
31,423
-5,735
-15% -$726K 0.38% 38
2020
Q4 		$4.74M Buy
37,158
+2,962
+9% +$374K 0.42% 34
2020
Q3 		$4.33M Buy
34,196
+19,498
+133% +$2.45M 0.39% 36
2020
Q2 		$1.81M Sell
14,698
-767
-5% -$93.3K 0.19% 57
2020
Q1 		$1.82M Sell
15,465
-1,220
-7% -$144K 0.24% 47
2019
Q4 		$1.95M Buy
16,685
+2,508
+18% +$292K 0.21% 51
2019
Q3 		$1.65M Buy
14,177
+1,764
+14% +$205K 0.2% 51
2019
Q2 		$1.43M Sell
12,413
-2,754
-18% -$313K 0.16% 57
2019
Q1 		$1.72M Sell
15,167
-13,870
-48% -$1.54M 0.2% 47
2018
Q4 		$3.18M Sell
29,037
-287,956
-91% -$31.4M 0.43% 29
2018
Q3 		$35.1M Sell
316,993
-75,309
-19% -$8.41M 4.36% 6
2018
Q2 		$44.3M Buy
392,302
+103,132
+36% +$11.6M 5.89% 5
2018
Q1 		$32.7M Buy
289,170
+19,241
+7% +$2.17M 4.47% 6
2017
Q4 		$30.8M Buy
269,929
+26,853
+11% +$3.05M 4.26% 7
2017
Q3 		$27.6M Buy
243,076
+138,841
+133% +$15.8M 4.2% 8
2017
Q2 		$11.8M Sell
104,235
-6,130
-6% -$701K 2.37% 7
2017
Q1 		$12.7M Sell
110,365
-67,200
-38% -$7.66M 2.56% 7
2016
Q4 		$20.1M Buy
177,565
+125,628
+242% +$14.3M 4.51% 4
2016
Q3 		$6.05M Buy
+51,937
New +$6.03M 2.3% 13

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

Keel Point's TIP Position: Q1 2026 in Review

Keel Point reduced its iShares TIPS Bond ETF (TIP) stake by 8.6% in Q1 2026, selling an estimated $84K and leaving 8,087 shares worth $892K. The position accounts for 0.06% of the portfolio, ranked #184.

Keel Point first reported a position in TIP in Q3 2016 and has held it in 39 quarters since. The position peaked at $44.3M in Q2 2018. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Keel Point held 8,087 shares of iShares TIPS Bond ETF worth $892K as of Q1 2026.
  • Keel Point sold 759 iShares TIPS Bond ETF shares in Q1 2026, an estimated $84K.
  • iShares TIPS Bond ETF made up 0.06% of Keel Point's portfolio in Q1 2026, its #184 holding.
  • Keel Point first reported a position in iShares TIPS Bond ETF in Q3 2016 and has held it in 39 quarters since.
  • Keel Point's iShares TIPS Bond ETF position peaked at $44.3M in Q2 2018.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.