KLCM
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KG&L Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

KG&L Capital Management’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 		$428K Buy
3,911
+3
+0.1% +$332 0.25% 97
2026
Q1 		$431K Buy
+3,908
New +$433K 0.31% 81

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KG&L Capital Management's TIP Position: Q2 2026 in Review

KG&L Capital Management increased its iShares TIPS Bond ETF (TIP) stake by 0.08% in Q2 2026, buying an estimated $332 and bringing the position to 3,911 shares worth $428K. The position accounts for 0.25% of the portfolio, ranked #97.

KG&L Capital Management first reported a position in TIP in Q1 2026 and has held it in 2 quarters since. The position peaked at $431K in Q1 2026. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • KG&L Capital Management held 3,911 shares of iShares TIPS Bond ETF worth $428K as of Q2 2026.
  • KG&L Capital Management bought 3 iShares TIPS Bond ETF shares in Q2 2026, an estimated $332.
  • iShares TIPS Bond ETF made up 0.25% of KG&L Capital Management's portfolio in Q2 2026, its #97 holding.
  • KG&L Capital Management first reported a position in iShares TIPS Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • KG&L Capital Management's iShares TIPS Bond ETF position peaked at $431K in Q1 2026.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on KG&L Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.