Lodestar Private Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History

Lodestar Private Asset 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	$6.57M	Buy	60,004 +4,679	+8%	+$517K	0.57%	46
2026 Q1	$6.11M	Buy	55,325 +2,792	+5%	+$309K	0.6%	45
2025 Q4	$5.77M	Buy	52,533 +3,606	+7%	+$400K	0.58%	46
2025 Q3	$5.44M	Buy	48,927 +6,695	+16%	+$740K	0.57%	46
2025 Q2	$4.65M	Buy	42,232 +4,293	+11%	+$468K	0.54%	49
2025 Q1	$4.21M	Buy	37,939 +1,351	+4%	+$147K	0.53%	47
2024 Q4	$3.9M	Buy	36,588 +581	+2%	+$62.9K	0.49%	51
2024 Q3	$3.98M	Sell	36,007 -758	-2%	-$82.4K	0.51%	48
2024 Q2	$3.93M	Buy	36,765 +513	+1%	+$54.5K	0.54%	45
2024 Q1	$3.89M	Buy	36,252 +720	+2%	+$76.9K	0.56%	45
2023 Q4	$3.82M	Sell	35,532 -4,048	-10%	-$423K	0.59%	43
2023 Q3	$4.11M	Sell	39,580 -4,327	-10%	-$458K	0.7%	42
2023 Q2	$4.73M	Buy	43,907 +1,643	+4%	+$179K	0.79%	33
2023 Q1	$4.66M	Buy	42,264 +1,384	+3%	+$150K	0.83%	34
2022 Q4	$4.35M	Buy	+40,880	New	+$4.37M	0.83%	34

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

Lodestar Private Asset Management's TIP Position: Q2 2026 in Review

Lodestar Private Asset Management increased its iShares TIPS Bond ETF (TIP) stake by 8.5% in Q2 2026, buying an estimated $517K and bringing the position to 60,004 shares worth $6.57M. The position accounts for 0.57% of the portfolio, ranked #46.

Lodestar Private Asset Management first reported a position in TIP in Q4 2022 and has held it in 15 quarters since. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Lodestar Private Asset Management held 60,004 shares of iShares TIPS Bond ETF worth $6.57M as of Q2 2026.
Lodestar Private Asset Management bought 4,679 iShares TIPS Bond ETF shares in Q2 2026, an estimated $517K.
iShares TIPS Bond ETF made up 0.57% of Lodestar Private Asset Management's portfolio in Q2 2026, its #46 holding.
Lodestar Private Asset Management first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.