PCIG
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Partners Capital Investment Group’s iShares TIPS Bond ETF TIP Stock Holding History

Partners Capital Investment Group’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 		$62.8M Sell
569,232
-153,037
-21% -$16.9M 2.37% 13
2025
Q4 		$79.4M Buy
722,269
+150,418
+26% +$16.7M 2.96% 10
2025
Q3 		$63.6M Buy
571,851
+46,963
+9% +$5.19M 2.53% 11
2025
Q2 		$57.8M Sell
524,888
-499,111
-49% -$54.4M 2.31% 12
2025
Q1 		$114M Buy
1,023,999
+456,633
+80% +$49.6M 1.92% 14
2024
Q4 		$60.5M Sell
567,366
-694,170
-55% -$75.2M 1.66% 17
2024
Q3 		$139M Sell
1,261,536
-62,304
-5% -$6.77M 2.23% 11
2024
Q2 		$142M Buy
1,323,840
+801,052
+153% +$85.2M 2.39% 11
2024
Q1 		$56.2M Sell
522,788
-452,007
-46% -$48.3M 1.52% 16
2023
Q4 		$105M Sell
974,795
-84,787
-8% -$8.87M 2.3% 10
2023
Q3 		$110M Buy
1,059,582
+302,082
+40% +$32M 2.64% 9
2023
Q2 		$81.5M Buy
757,500
+483,276
+176% +$52.6M 1.74% 13
2023
Q1 		$30.2M Buy
274,224
+97,413
+55% +$10.5M 1.3% 20
2022
Q4 		$18.8M Buy
176,811
+23,217
+15% +$2.48M 0.9% 22
2022
Q3 		$16.1M Sell
153,594
-59,677
-28% -$6.76M 0.95% 27
2022
Q2 		$24.3M Sell
213,271
-271,872
-56% -$32.2M 1.64% 13
2022
Q1 		$60.4M Buy
485,143
+177,508
+58% +$22.3M 2.97% 6
2021
Q4 		$39.7M Sell
307,635
-124,210
-29% -$16M 1.84% 16
2021
Q3 		$55.1M Sell
431,845
-103,815
-19% -$13.4M 2.53% 7
2021
Q2 		$68.6M Buy
535,660
+4,848
+0.9% +$616K 3.05% 4
2021
Q1 		$66.6M Buy
530,812
+214,183
+68% +$27.1M 2.92% 4
2020
Q4 		$40.4M Buy
316,629
+174,643
+123% +$22M 2.31% 15
2020
Q3 		$18M Buy
141,986
+9,622
+7% +$1.21M 1.11% 31
2020
Q2 		$16.3M Buy
132,364
+26,368
+25% +$3.21M 0.8% 35
2020
Q1 		$12.5M Buy
105,996
+4,510
+4% +$531K 0.85% 28
2019
Q4 		$11.8M Buy
101,486
+88,990
+712% +$10.3M 0.9% 32
2019
Q3 		$1.45M Sell
12,496
-103,244
-89% -$12M 0.13% 64
2019
Q2 		$13.4M Buy
115,740
+84,996
+276% +$9.67M 1.33% 22
2019
Q1 		$3.48M Buy
30,744
+19,633
+177% +$2.18M 0.34% 53
2018
Q4 		$1.22M Sell
11,111
-14,833
-57% -$1.62M 0.14% 63
2018
Q3 		$2.87M Buy
25,944
+21,710
+513% +$2.43M 0.31% 54
2018
Q2 		$478K Sell
4,234
-7,184
-63% -$806K 0.06% 64
2018
Q1 		$1.29M Buy
11,418
+6,176
+118% +$695K 0.17% 59
2017
Q4 		$598K Buy
5,242
+693
+15% +$78.8K 0.1% 63
2017
Q3 		$517K Buy
4,549
+30
+0.7% +$3.42K 0.09% 59
2017
Q2 		$513K Buy
4,519
+970
+27% +$111K 0.1% 34
2017
Q1 		$407K Sell
3,549
-3,104
-47% -$354K 0.08% 45
2016
Q4 		$753K Buy
6,653
+139
+2% +$15.9K 0.17% 38
2016
Q3 		$759K Buy
6,514
+706
+12% +$81.9K 0.19% 45
2016
Q2 		$678K Buy
5,808
+1
+0% +$115 0.19% 42
2016
Q1 		$666K Buy
5,807
+97
+2% +$10.8K 0.19% 42
2015
Q4 		$626K Buy
+5,710
New +$631K 0.21% 35

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

Partners Capital Investment Group's TIP Position: Q1 2026 in Review

Partners Capital Investment Group reduced its iShares TIPS Bond ETF (TIP) stake by 21% in Q1 2026, selling an estimated $16.9M and leaving 569,232 shares worth $62.8M. The position accounts for 2.37% of the portfolio, ranked #13.

Partners Capital Investment Group first reported a position in TIP in Q4 2015 and has held it in 42 quarters since. The position peaked at $142M in Q2 2024. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Partners Capital Investment Group held 569,232 shares of iShares TIPS Bond ETF worth $62.8M as of Q1 2026.
  • Partners Capital Investment Group sold 153,037 iShares TIPS Bond ETF shares in Q1 2026, an estimated $16.9M.
  • iShares TIPS Bond ETF made up 2.37% of Partners Capital Investment Group's portfolio in Q1 2026, its #13 holding.
  • Partners Capital Investment Group first reported a position in iShares TIPS Bond ETF in Q4 2015 and has held it in 42 quarters since.
  • Partners Capital Investment Group's iShares TIPS Bond ETF position peaked at $142M in Q2 2024.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Partners Capital Investment Group's 13F filing for Q1 2026, filed 12 May 2026.