McDonald Partners’s iShares TIPS Bond ETF TIP Stock Holding History

McDonald Partners’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	$13.1K	Buy	+120	New	+$13.3K	﹤0.01%	450
2022 Q3	–	Sell	-21,775	Closed	-$2.48M	–	274
2022 Q2	$2.48M	Sell	21,775 -399	-2%	-$47.3K	0.63%	44
2022 Q1	$2.76M	Buy	22,174 +20,839	+1,561%	+$2.62M	0.6%	42
2021 Q4	$172K	Sell	1,335 -19,854	-94%	-$2.56M	0.16%	72
2021 Q3	$2.71M	Buy	21,189 +1,391	+7%	+$179K	0.64%	43
2021 Q2	$2.53M	Buy	19,798 +679	+4%	+$86.3K	0.6%	44
2021 Q1	$2.4M	Buy	19,119 +1,021	+6%	+$129K	0.62%	45
2020 Q4	$2.31M	Buy	+18,098	New	+$2.28M	0.65%	43

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

McDonald Partners's TIP Position: Q2 2026 in Review

McDonald Partners opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 120 shares worth $13.1K. The stake represents ﹤0.01% of the portfolio and ranks #450 among its holdings. This is a return to the name: McDonald Partners previously reported a position in TIP as recently as Q2 2022.

McDonald Partners first reported a position in TIP in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.76M in Q1 2022. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

McDonald Partners held 120 shares of iShares TIPS Bond ETF worth $13.1K as of Q2 2026.
iShares TIPS Bond ETF was a new McDonald Partners position in Q2 2026.
iShares TIPS Bond ETF made up ﹤0.01% of McDonald Partners's portfolio in Q2 2026, its #450 holding.
McDonald Partners first reported a position in iShares TIPS Bond ETF in Q4 2020 and has held it in 8 quarters since.
McDonald Partners's iShares TIPS Bond ETF position peaked at $2.76M in Q1 2022.
1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.