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Mezzasalma Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Mezzasalma Advisors’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
Q1 		$525K Sell
4,754
-41,656
-90% -$4.61M 0.13% 95
2025
Q4 		$5.1M Buy
46,410
+23,884
+106% +$2.65M 1.22% 18
2025
Q3 		$2.51M Buy
22,526
+17,738
+370% +$1.96M 0.64% 39
2025
Q2 		$527K Buy
4,788
+44
+0.9% +$4.8K 0.16% 74
2025
Q1 		$527K Sell
4,744
-39
-0.8% -$4.24K 0.18% 74
2024
Q4 		$510K Buy
+4,783
New +$518K 0.16% 73

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mezzasalma Advisors's TIP Position: Q1 2026 in Review

Mezzasalma Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 90% in Q1 2026, selling an estimated $4.61M and leaving 4,754 shares worth $525K. The position accounts for 0.13% of the portfolio, ranked #95.

Mezzasalma Advisors first reported a position in TIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.1M in Q4 2025. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Mezzasalma Advisors held 4,754 shares of iShares TIPS Bond ETF worth $525K as of Q1 2026.
  • Mezzasalma Advisors sold 41,656 iShares TIPS Bond ETF shares in Q1 2026, an estimated $4.61M.
  • iShares TIPS Bond ETF made up 0.13% of Mezzasalma Advisors's portfolio in Q1 2026, its #95 holding.
  • Mezzasalma Advisors first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Mezzasalma Advisors's iShares TIPS Bond ETF position peaked at $5.1M in Q4 2025.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.