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Klingenstein Fields & Co’s iShares TIPS Bond ETF TIP Stock Holding History

Klingenstein Fields & Co’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 		– Sell
-6,814
Closed -$752K – 202
2026
Q1 		$752K Sell
6,814
-46
-0.7% -$5.09K 0.03% 114
2025
Q4 		$754K Sell
6,860
-268
-4% -$29.7K 0.03% 107
2025
Q3 		$793K Sell
7,128
-642
-8% -$70.9K 0.03% 109
2025
Q2 		$855K Sell
7,770
-230
-3% -$25.1K 0.03% 104
2025
Q1 		$889K Buy
+8,000
New +$869K 0.04% 101

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

Klingenstein Fields & Co's TIP Position: Q2 2026 in Review

Klingenstein Fields & Co sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 6,814 shares — an estimated $752K sold.

Klingenstein Fields & Co first reported a position in TIP in Q1 2025 and held it in 5 quarters. The position peaked at $889K in Q1 2025. 1,017 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Klingenstein Fields & Co reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Klingenstein Fields & Co sold 6,814 iShares TIPS Bond ETF shares in Q2 2026, an estimated $752K.
  • Klingenstein Fields & Co first reported a position in iShares TIPS Bond ETF in Q1 2025 and held it in 5 quarters.
  • Klingenstein Fields & Co's iShares TIPS Bond ETF position peaked at $889K in Q1 2025.
  • 1,017 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Klingenstein Fields & Co's 13F filing for Q2 2026, filed 5 Aug 2026.