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

Passaic 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	$17.2M	Sell	155,596 -208,232	-57%	-$23M	1.61%	13
2025 Q4	$40M	Buy	+363,828	New	+$40.4M	4.14%	6
2023 Q2	–	Sell	-163,718	Closed	-$18M	–	11
2023 Q1	$18M	Sell	163,718 -4,226	-3%	-$457K	3.65%	5
2022 Q4	$17.9M	Buy	167,944 +6,902	+4%	+$737K	3.74%	4
2022 Q3	$16.9M	Sell	161,042 -68,126	-30%	-$7.72M	3.5%	5
2022 Q2	$26.1M	Buy	229,168 +54,669	+31%	+$6.48M	4.56%	4
2022 Q1	$21.7M	Sell	174,499 -53,095	-23%	-$6.68M	3.37%	4
2021 Q4	$29.4M	Buy	+227,594	New	+$29.3M	2.1%	4

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Passaic Partners's TIP Position: Q1 2026 in Review

Passaic Partners reduced its iShares TIPS Bond ETF (TIP) stake by 57% in Q1 2026, selling an estimated $23M and leaving 155,596 shares worth $17.2M. The position accounts for 1.61% of the portfolio, ranked #13.

Passaic Partners first reported a position in TIP in Q4 2021 and has held it in 8 quarters since. The position peaked at $40M in Q4 2025. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Passaic Partners held 155,596 shares of iShares TIPS Bond ETF worth $17.2M as of Q1 2026.
Passaic Partners sold 208,232 iShares TIPS Bond ETF shares in Q1 2026, an estimated $23M.
iShares TIPS Bond ETF made up 1.61% of Passaic Partners's portfolio in Q1 2026, its #13 holding.
Passaic Partners first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 8 quarters since.
Passaic Partners's iShares TIPS Bond ETF position peaked at $40M in Q4 2025.
1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

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