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

Martin & 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 		$71.8M Buy
656,155
+1,950
+0.3% +$216K 11.22% 1
2026
Q1 		$72.2M Buy
654,205
+19,450
+3% +$2.15M 12.29% 1
2025
Q4 		$69.8M Buy
634,755
+24,700
+4% +$2.74M 11.97% 1
2025
Q3 		$67.9M Buy
610,055
+14,428
+2% +$1.59M 12.08% 1
2025
Q2 		$65.5M Buy
595,627
+5,470
+0.9% +$597K 12.06% 1
2025
Q1 		$65.6M Buy
+590,157
New +$64.1M 12.66% 1

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

Martin & Co's TIP Position: Q2 2026 in Review

Martin & Co increased its iShares TIPS Bond ETF (TIP) stake by 0.3% in Q2 2026, buying an estimated $216K and bringing the position to 656,155 shares worth $71.8M. The position accounts for 11.22% of the portfolio, ranked #1.

Martin & Co first reported a position in TIP in Q1 2025 and has held it in 6 quarters since. The position peaked at $72.2M in Q1 2026. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Martin & Co held 656,155 shares of iShares TIPS Bond ETF worth $71.8M as of Q2 2026.
  • Martin & Co bought 1,950 iShares TIPS Bond ETF shares in Q2 2026, an estimated $216K.
  • iShares TIPS Bond ETF made up 11.22% of Martin & Co's portfolio in Q2 2026, its #1 holding.
  • Martin & Co first reported a position in iShares TIPS Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Martin & Co's iShares TIPS Bond ETF position peaked at $72.2M in Q1 2026.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Martin & Co's 13F filing for Q2 2026, filed 12 Aug 2026.