Lowe Brockenbrough & Co’s iShares TIPS Bond ETF TIP Stock Holding History

Lowe Brockenbrough & 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	$95.7K	Buy	+875	New	+$96.7K	﹤0.01%	293
2023 Q4	–	Sell	-2,625	Closed	-$272K	–	268
2023 Q3	$272K	Sell	2,625 -382	-13%	-$40.4K	0.02%	244
2023 Q2	$324K	Hold	3,007	–	–	0.02%	239
2023 Q1	$332K	Hold	3,007	–	–	0.03%	232
2022 Q4	$320K	Hold	3,007	–	–	0.03%	230
2022 Q3	$315K	Hold	3,007	–	–	0.03%	224
2022 Q2	$343K	Hold	3,007	–	–	0.03%	228
2022 Q1	$375K	Buy	+3,007	New	+$378K	0.03%	228
2021 Q4	–	Sell	-2,625	Closed	-$335K	–	274
2021 Q3	$335K	Buy	+2,625	New	+$338K	0.03%	235

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 22.9% 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

Lowe Brockenbrough & Co's TIP Position: Q2 2026 in Review

Lowe Brockenbrough & Co opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 875 shares worth $95.7K. The stake represents ﹤0.01% of the portfolio and ranks #293 among its holdings. This is a return to the name: Lowe Brockenbrough & Co previously reported a position in TIP as recently as Q3 2023.

Lowe Brockenbrough & Co first reported a position in TIP in Q3 2021 and has held it in 9 quarters since. The position peaked at $375K in Q1 2022. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Lowe Brockenbrough & Co held 875 shares of iShares TIPS Bond ETF worth $95.7K as of Q2 2026.
iShares TIPS Bond ETF was a new Lowe Brockenbrough & Co position in Q2 2026.
iShares TIPS Bond ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #293 holding.
Lowe Brockenbrough & Co first reported a position in iShares TIPS Bond ETF in Q3 2021 and has held it in 9 quarters since.
Lowe Brockenbrough & Co's iShares TIPS Bond ETF position peaked at $375K in Q1 2022.
1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.