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

Middleton & 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
Q1 		$384K Hold
3,484
– – 0.04% 127
2025
Q4 		$383K Sell
3,484
-760
-18% -$84.3K 0.04% 129
2025
Q3 		$472K Hold
4,244
– – 0.05% 116
2025
Q2 		$467K Hold
4,244
– – 0.05% 118
2025
Q1 		$471K Hold
4,244
– – 0.06% 113
2024
Q4 		$452K Hold
4,244
– – 0.05% 115
2024
Q3 		$469K Sell
4,244
-150
-3% -$16.3K 0.05% 118
2024
Q2 		$469K Buy
4,394
+15
+0.3% +$1.59K 0.05% 114
2024
Q1 		$470K Buy
+4,379
New +$468K 0.05% 116

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 $105B AUM 38.07% 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

Middleton & Co's TIP Position: Q1 2026 in Review

Middleton & Co held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 3,484 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #127.

Middleton & Co first reported a position in TIP in Q1 2024 and has held it in 9 quarters since. The position peaked at $472K in Q3 2025. 1,014 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Middleton & Co held 3,484 shares of iShares TIPS Bond ETF worth $384K as of Q1 2026.
  • Middleton & Co left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
  • iShares TIPS Bond ETF made up 0.04% of Middleton & Co's portfolio in Q1 2026, its #127 holding.
  • Middleton & Co first reported a position in iShares TIPS Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Middleton & Co's iShares TIPS Bond ETF position peaked at $472K in Q3 2025.
  • 1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.