Regatta Research & Money Management’s iShares TIPS Bond ETF TIP Stock Holding History

Regatta Research & Money 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	$42.1K	Buy	+385	New	+$42.6K	0.04%	284

Other funds holding TIP

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Regatta Research & Money Management's TIP Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 385 shares worth $42.1K. The stake represents 0.04% of the portfolio and ranks #284 among its holdings.

845 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Regatta Research & Money Management held 385 shares of iShares TIPS Bond ETF worth $42.1K as of Q2 2026.
iShares TIPS Bond ETF was a new Regatta Research & Money Management position in Q2 2026.
iShares TIPS Bond ETF made up 0.04% of Regatta Research & Money Management's portfolio in Q2 2026, its #284 holding.
845 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.