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MAI Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

MAI Capital 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 		$112M Buy
1,025,179
+985,650
+2,493% +$109M 0.42% 49
2026
Q1 		$4.36M Buy
39,529
+7,799
+25% +$863K 0.02% 439
2025
Q4 		$3.49M Buy
31,730
+5,192
+20% +$576K 0.02% 468
2025
Q3 		$2.95M Buy
26,538
+13,814
+109% +$1.53M 0.02% 465
2025
Q2 		$1.4M Buy
12,724
+1,444
+13% +$157K 0.01% 569
2025
Q1 		$1.25M Buy
11,280
+495
+5% +$53.8K 0.01% 568
2024
Q4 		$1.15M Buy
+10,785
New +$1.17M 0.01% 599

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MAI Capital Management's TIP Position: Q2 2026 in Review

MAI Capital Management increased its iShares TIPS Bond ETF (TIP) stake by 2,493% in Q2 2026, buying an estimated $109M and bringing the position to 1,025,179 shares worth $112M. The position accounts for 0.42% of the portfolio, ranked #49.

MAI Capital Management first reported a position in TIP in Q4 2024 and has held it in 7 quarters since. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • MAI Capital Management held 1,025,179 shares of iShares TIPS Bond ETF worth $112M as of Q2 2026.
  • MAI Capital Management bought 985,650 iShares TIPS Bond ETF shares in Q2 2026, an estimated $109M.
  • iShares TIPS Bond ETF made up 0.42% of MAI Capital Management's portfolio in Q2 2026, its #49 holding.
  • MAI Capital Management first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.