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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
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 $1.37T 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's TIP Position: Q1 2026 in Review

&Partners reduced its iShares TIPS Bond ETF (TIP) stake by 15% in Q1 2026, selling an estimated $194K and leaving 9,864 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #1251.

&Partners first reported a position in TIP in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.49M in Q3 2025. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • &Partners held 9,864 shares of iShares TIPS Bond ETF worth $1.09M as of Q1 2026.
  • &Partners sold 1,757 iShares TIPS Bond ETF shares in Q1 2026, an estimated $194K.
  • iShares TIPS Bond ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #1251 holding.
  • &Partners first reported a position in iShares TIPS Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • &Partners's iShares TIPS Bond ETF position peaked at $1.49M in Q3 2025.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.