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 Q2	$38.2M	Buy	349,260 +193,664	+124%	+$21.4M	2.82%	8
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 $1.55T 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

Passaic Partners's TIP Position: Q2 2026 in Review

Passaic Partners increased its iShares TIPS Bond ETF (TIP) stake by 124% in Q2 2026, buying an estimated $21.4M and bringing the position to 349,260 shares worth $38.2M. The position accounts for 2.82% of the portfolio, ranked #8.

Passaic Partners first reported a position in TIP in Q4 2021 and has held it in 9 quarters since. The position peaked at $40M in Q4 2025. 1,017 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Passaic Partners held 349,260 shares of iShares TIPS Bond ETF worth $38.2M as of Q2 2026.
Passaic Partners bought 193,664 iShares TIPS Bond ETF shares in Q2 2026, an estimated $21.4M.
iShares TIPS Bond ETF made up 2.82% of Passaic Partners's portfolio in Q2 2026, its #8 holding.
Passaic Partners first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 9 quarters since.
Passaic Partners's iShares TIPS Bond ETF position peaked at $40M in Q4 2025.
1,017 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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