Leuthold Group’s iShares TIPS Bond ETF TIP Stock Holding History

Leuthold Group’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	$7.24M	Buy	+66,153	New	+$7.31M	0.73%	47
2022 Q1	–	Sell	-109,614	Closed	-$14.2M	–	222
2021 Q4	$14.2M	Buy	109,614 +316	+0.3%	+$40.7K	1.66%	11
2021 Q3	$14M	Sell	109,298 -332	-0.3%	-$42.8K	1.71%	12
2021 Q2	$14M	Buy	+109,630	New	+$13.9M	1.72%	11
2015 Q3	–	Sell	-13,321	Closed	-$1.49M	–	217
2015 Q2	$1.49M	Buy	+13,321	New	+$1.51M	0.14%	174
2013 Q4	–	Sell	-12,238	Closed	-$1.38M	–	287
2013 Q3	$1.38M	Sell	12,238 -965	-7%	-$108K	0.13%	194
2013 Q2	$1.48M	Buy	+13,203	New	+$1.56M	0.14%	182

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

Leuthold Group's TIP Position: Q2 2026 in Review

Leuthold Group opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 66,153 shares worth $7.24M. The stake represents 0.73% of the portfolio and ranks #47 among its holdings. This is a return to the name: Leuthold Group previously reported a position in TIP as recently as Q4 2021.

Leuthold Group first reported a position in TIP in Q2 2013 and has held it in 7 quarters since. The position peaked at $14.2M in Q4 2021. 1,019 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Leuthold Group held 66,153 shares of iShares TIPS Bond ETF worth $7.24M as of Q2 2026.
iShares TIPS Bond ETF was a new Leuthold Group position in Q2 2026.
iShares TIPS Bond ETF made up 0.73% of Leuthold Group's portfolio in Q2 2026, its #47 holding.
Leuthold Group first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 7 quarters since.
Leuthold Group's iShares TIPS Bond ETF position peaked at $14.2M in Q4 2021.
1,019 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Leuthold Group's 13F filing for Q2 2026, filed 4 Aug 2026.