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 Q2	$381K	Hold	3,484	–	–	0.04%	131
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 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

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

Middleton & Co held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 3,484 shares worth $381K. The position accounts for 0.04% of the portfolio, ranked #131.

Middleton & Co first reported a position in TIP in Q1 2024 and has held it in 10 quarters since. The position peaked at $472K in Q3 2025. 1,021 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Middleton & Co held 3,484 shares of iShares TIPS Bond ETF worth $381K as of Q2 2026.
Middleton & Co left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
iShares TIPS Bond ETF made up 0.04% of Middleton & Co's portfolio in Q2 2026, its #131 holding.
Middleton & Co first reported a position in iShares TIPS Bond ETF in Q1 2024 and has held it in 10 quarters since.
Middleton & Co's iShares TIPS Bond ETF position peaked at $472K in Q3 2025.
1,021 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Middleton & Co's 13F filing for Q2 2026, filed 10 Aug 2026.