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Pekin Hardy Strauss’s iShares TIPS Bond ETF TIP Stock Holding History

Pekin Hardy Strauss’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 		$374K Sell
3,421
-87
-2% -$9.62K 0.03% 358
2026
Q1 		$387K Buy
3,508
+150
+4% +$16.6K 0.04% 334
2025
Q4 		$369K Sell
3,358
-238
-7% -$26.4K 0.03% 322
2025
Q3 		$400K Sell
3,596
-550
-13% -$60.8K 0.04% 283
2025
Q2 		$456K Buy
4,146
+550
+15% +$60K 0.05% 254
2025
Q1 		$399K Sell
3,596
-4,760
-57% -$517K 0.05% 262
2024
Q4 		$890K Buy
8,356
+4,235
+103% +$458K 0.11% 174
2024
Q3 		$455K Sell
4,121
-275
-6% -$29.9K 0.06% 252
2024
Q2 		$469K Buy
4,396
+296
+7% +$31.5K 0.06% 228
2024
Q1 		$440K Sell
4,100
-798
-16% -$85.3K 0.06% 235
2023
Q4 		$526K Sell
4,898
-1,450
-23% -$152K 0.07% 192
2023
Q3 		$658K Sell
6,348
-300
-5% -$31.7K 0.1% 169
2023
Q2 		$715K Hold
6,648
– – 0.08% 167
2023
Q1 		$733K Hold
6,648
– – 0.1% 172
2022
Q4 		$708K Sell
6,648
-700
-10% -$74.8K 0.1% 177
2022
Q3 		$771K Sell
7,348
-217
-3% -$24.6K 0.12% 160
2022
Q2 		$862K Sell
7,565
-6,114
-45% -$725K 0.12% 161
2022
Q1 		$1.7M Sell
13,679
-175
-1% -$22K 0.21% 110
2021
Q4 		$1.79M Buy
13,854
+3,635
+36% +$469K 0.24% 109
2021
Q3 		$1.3M Buy
10,219
+270
+3% +$34.8K 0.19% 134
2021
Q2 		$1.27M Buy
9,949
+1,405
+16% +$178K 0.18% 139
2021
Q1 		$1.07M Buy
8,544
+545
+7% +$69K 0.17% 133
2020
Q4 		$1.02M Buy
7,999
+635
+9% +$80.1K 0.18% 123
2020
Q3 		$932K Buy
7,364
+2,355
+47% +$296K 0.19% 117
2020
Q2 		$616K Buy
5,009
+450
+10% +$54.7K 0.14% 130
2020
Q1 		$538K Sell
4,559
-459
-9% -$54.1K 0.12% 118
2019
Q4 		$585K Buy
5,018
+600
+14% +$69.8K 0.1% 138
2019
Q3 		$514K Buy
4,418
+1,350
+44% +$157K 0.1% 133
2019
Q2 		$354K Buy
3,068
+215
+8% +$24.4K 0.07% 152
2019
Q1 		$323K Sell
2,853
-100
-3% -$11.1K 0.03% 149
2018
Q4 		$323K Sell
2,953
-865
-23% -$94.4K 0.06% 146
2018
Q3 		$422K Sell
3,818
-900
-19% -$101K 0.07% 140
2018
Q2 		$533K Sell
4,718
-1,050
-18% -$118K 0.1% 122
2018
Q1 		$652K Sell
5,768
-935
-14% -$105K 0.12% 110
2017
Q4 		$765K Sell
6,703
-600
-8% -$68.2K 0.14% 106
2017
Q3 		$829K Sell
7,303
-990
-12% -$113K 0.16% 99
2017
Q2 		$941K Sell
8,293
-260
-3% -$29.7K 0.15% 93
2017
Q1 		$981K Buy
8,553
+640
+8% +$72.9K 0.19% 83
2016
Q4 		$896K Sell
7,913
-1,385
-15% -$158K 0.08% 86
2016
Q3 		$1.08M Sell
9,298
-1,415
-13% -$164K 0.19% 78
2016
Q2 		$1.25M Sell
10,713
-1,517
-12% -$174K 0.27% 67
2016
Q1 		$1.4M Buy
+12,230
New +$1.37M 0.33% 63

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

Pekin Hardy Strauss's TIP Position: Q2 2026 in Review

Pekin Hardy Strauss reduced its iShares TIPS Bond ETF (TIP) stake by 2.5% in Q2 2026, selling an estimated $9.62K and leaving 3,421 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #358.

Pekin Hardy Strauss first reported a position in TIP in Q1 2016 and has held it in 42 quarters since. The position peaked at $1.79M in Q4 2021. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Pekin Hardy Strauss held 3,421 shares of iShares TIPS Bond ETF worth $374K as of Q2 2026.
  • Pekin Hardy Strauss sold 87 iShares TIPS Bond ETF shares in Q2 2026, an estimated $9.62K.
  • iShares TIPS Bond ETF made up 0.03% of Pekin Hardy Strauss's portfolio in Q2 2026, its #358 holding.
  • Pekin Hardy Strauss first reported a position in iShares TIPS Bond ETF in Q1 2016 and has held it in 42 quarters since.
  • Pekin Hardy Strauss's iShares TIPS Bond ETF position peaked at $1.79M in Q4 2021.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.