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

&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 		$1.16M Buy
10,559
+695
+7% +$76.8K ﹤0.01% 1331
2026
Q1 		$1.09M Sell
9,864
-1,757
-15% -$194K 0.01% 1251
2025
Q4 		$1.23M Sell
11,621
-1,768
-13% -$196K 0.01% 1116
2025
Q3 		$1.49M Buy
13,389
+5,710
+74% +$631K 0.01% 895
2025
Q2 		$845K Buy
7,679
+1,618
+27% +$176K 0.01% 1068
2025
Q1 		$645K Sell
6,061
-1,599
-21% -$174K 0.01% 1019
2024
Q4 		$816K Buy
7,660
+1,833
+31% +$198K 0.01% 855
2024
Q3 		$644K Buy
+5,827
New +$633K 0.01% 753

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

&Partners's TIP Position: Q2 2026 in Review

&Partners increased its iShares TIPS Bond ETF (TIP) stake by 7% in Q2 2026, buying an estimated $76.8K and bringing the position to 10,559 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

&Partners first reported a position in TIP in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.49M in Q3 2025. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • &Partners held 10,559 shares of iShares TIPS Bond ETF worth $1.16M as of Q2 2026.
  • &Partners bought 695 iShares TIPS Bond ETF shares in Q2 2026, an estimated $76.8K.
  • iShares TIPS Bond ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1331 holding.
  • &Partners first reported a position in iShares TIPS Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • &Partners's iShares TIPS Bond ETF position peaked at $1.49M in Q3 2025.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.