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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
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 $1.37T 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

Klingenstein Fields & Co's TIP Position: Q1 2026 in Review

Klingenstein Fields & Co reduced its iShares TIPS Bond ETF (TIP) stake by 0.67% in Q1 2026, selling an estimated $5.09K and leaving 6,814 shares worth $752K. The position accounts for 0.03% of the portfolio, ranked #114.

Klingenstein Fields & Co first reported a position in TIP in Q1 2025 and has held it in 5 quarters since. The position peaked at $889K in Q1 2025. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Klingenstein Fields & Co held 6,814 shares of iShares TIPS Bond ETF worth $752K as of Q1 2026.
  • Klingenstein Fields & Co sold 46 iShares TIPS Bond ETF shares in Q1 2026, an estimated $5.09K.
  • iShares TIPS Bond ETF made up 0.03% of Klingenstein Fields & Co's portfolio in Q1 2026, its #114 holding.
  • Klingenstein Fields & Co first reported a position in iShares TIPS Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Klingenstein Fields & Co's iShares TIPS Bond ETF position peaked at $889K in Q1 2025.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Klingenstein Fields & Co's 13F filing for Q1 2026, filed 13 May 2026.