Kovitz Investment Group Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Kovitz Investment Group Partners’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	$14.3M	Sell	130,505 -3,580	-3%	-$396K	0.32%	80
2026 Q1	$14.8M	Sell	134,085 -9,394	-7%	-$1.04M	0.34%	76
2025 Q4	$15.8M	Buy	143,479 +35,625	+33%	+$3.95M	0.35%	68
2025 Q3	$12M	Buy	107,854 +18,635	+21%	+$2.06M	0.05%	298
2025 Q2	$9.82M	Buy	89,219 +31,137	+54%	+$3.4M	0.04%	312
2025 Q1	$6.45M	Sell	58,082 -358	-0.6%	-$38.9K	0.03%	354
2024 Q4	$6.23M	Buy	58,440 +31,256	+115%	+$3.38M	0.03%	357
2024 Q3	$2.99M	Sell	27,184 -5,387	-17%	-$585K	0.02%	426
2024 Q2	$3.48M	Buy	32,571 +18,922	+139%	+$2.01M	0.03%	345
2024 Q1	$1.47M	Buy	+13,649	New	+$1.46M	0.02%	346

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

Kovitz Investment Group Partners's TIP Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its iShares TIPS Bond ETF (TIP) stake by 2.7% in Q2 2026, selling an estimated $396K and leaving 130,505 shares worth $14.3M. The position accounts for 0.32% of the portfolio, ranked #80.

Kovitz Investment Group Partners first reported a position in TIP in Q1 2024 and has held it in 10 quarters since. The position peaked at $15.8M in Q4 2025. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Kovitz Investment Group Partners held 130,505 shares of iShares TIPS Bond ETF worth $14.3M as of Q2 2026.
Kovitz Investment Group Partners sold 3,580 iShares TIPS Bond ETF shares in Q2 2026, an estimated $396K.
iShares TIPS Bond ETF made up 0.32% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #80 holding.
Kovitz Investment Group Partners first reported a position in iShares TIPS Bond ETF in Q1 2024 and has held it in 10 quarters since.
Kovitz Investment Group Partners's iShares TIPS Bond ETF position peaked at $15.8M in Q4 2025.
1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.