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Pinnacle Associates’s iShares TIPS Bond ETF TIP Stock Holding History

Pinnacle Associates’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 		$931K Sell
8,438
-303
-3% -$33.5K 0.01% 531
2025
Q4 		$961K Sell
8,741
-70
-0.8% -$7.76K 0.01% 524
2025
Q3 		$980K Sell
8,811
-305
-3% -$33.7K 0.01% 516
2025
Q2 		$1M Sell
9,116
-232
-2% -$25.3K 0.01% 504
2025
Q1 		$1.04M Sell
9,348
-125
-1% -$13.6K 0.02% 486
2024
Q4 		$1.01M Sell
9,473
-33
-0.3% -$3.57K 0.01% 482
2024
Q3 		$1.02M Buy
9,506
+217
+2% +$23.6K 0.02% 469
2024
Q2 		$992K Buy
9,289
+33
+0.4% +$3.51K 0.02% 469
2024
Q1 		$994K Sell
9,256
-250
-3% -$26.7K 0.02% 482
2023
Q4 		$1.02M Sell
9,506
-322
-3% -$33.7K 0.02% 477
2023
Q3 		$1.02M Sell
9,828
-17
-0.2% -$1.8K 0.02% 455
2023
Q2 		$1.06M Sell
9,845
-752
-7% -$81.9K 0.02% 458
2023
Q1 		$1.17M Sell
10,597
-757
-7% -$81.9K 0.02% 386
2022
Q4 		$1.21M Sell
11,354
-6,321
-36% -$675K 0.03% 379
2022
Q3 		$1.85M Sell
17,675
-1,015
-5% -$115K 0.04% 297
2022
Q2 		$2.13M Sell
18,690
-525
-3% -$62.3K 0.05% 296
2022
Q1 		$2.39M Buy
19,215
+477
+3% +$60K 0.04% 313
2021
Q4 		$2.42M Sell
18,738
-39
-0.2% -$5.03K 0.04% 321
2021
Q3 		$2.4M Buy
18,777
+167
+0.9% +$21.5K 0.04% 313
2021
Q2 		$2.38M Sell
18,610
-2,813
-13% -$357K 0.04% 311
2021
Q1 		$2.69M Buy
21,423
+4,970
+30% +$629K 0.05% 286
2020
Q4 		$2.1M Buy
16,453
+224
+1% +$28.3K 0.04% 292
2020
Q3 		$2.05M Buy
16,229
+2,908
+22% +$365K 0.05% 273
2020
Q2 		$1.64M Sell
13,321
-276
-2% -$33.6K 0.04% 300
2020
Q1 		$1.6M Sell
13,597
-4,564
-25% -$538K 0.05% 281
2019
Q4 		$2.12M Sell
18,161
-284
-2% -$33K 0.05% 298
2019
Q3 		$2.15M Sell
18,445
-635
-3% -$73.7K 0.05% 295
2019
Q2 		$2.2M Sell
19,080
-1,214
-6% -$138K 0.05% 286
2019
Q1 		$2.29M Sell
20,294
-892
-4% -$98.9K 0.05% 282
2018
Q4 		$2.32M Sell
21,186
-1,924
-8% -$210K 0.06% 273
2018
Q3 		$2.56M Buy
23,110
+463
+2% +$51.7K 0.05% 276
2018
Q2 		$2.56M Buy
22,647
+2,519
+13% +$283K 0.05% 273
2018
Q1 		$2.27M Buy
20,128
+149
+0.7% +$16.8K 0.04% 285
2017
Q4 		$2.28M Sell
19,979
-10
-0.1% -$1.14K 0.04% 285
2017
Q3 		$2.27M Sell
19,989
-294
-1% -$33.5K 0.04% 291
2017
Q2 		$2.3M Sell
20,283
-1,006
-5% -$115K 0.04% 290
2017
Q1 		$2.44M Buy
21,289
+353
+2% +$40.2K 0.05% 290
2016
Q4 		$2.37M Sell
20,936
-1,394
-6% -$159K 0.05% 287
2016
Q3 		$2.6M Sell
22,330
-758
-3% -$88K 0.05% 272
2016
Q2 		$2.69M Sell
23,088
-424
-2% -$48.7K 0.06% 262
2016
Q1 		$2.69M Sell
23,512
-403
-2% -$45K 0.06% 259
2015
Q4 		$2.62M Sell
23,915
-2,330
-9% -$257K 0.06% 257
2015
Q3 		$2.9M Sell
26,245
-244
-0.9% -$27.2K 0.06% 243
2015
Q2 		$2.97M Buy
26,489
+7,938
+43% +$897K 0.06% 253
2015
Q1 		$2.11M Sell
18,551
-2,179
-11% -$247K 0.04% 276
2014
Q4 		$2.32M Buy
20,730
+995
+5% +$112K 0.05% 267
2014
Q3 		$2.21M Sell
19,735
-372
-2% -$42.5K 0.05% 274
2014
Q2 		$2.32M Sell
20,107
-717
-3% -$81.7K 0.05% 268
2014
Q1 		$2.33M Sell
20,824
-2,995
-13% -$335K 0.05% 264
2013
Q4 		$2.62M Sell
23,819
-902
-4% -$101K 0.05% 255
2013
Q3 		$2.78M Sell
24,721
-1,600
-6% -$178K 0.06% 238
2013
Q2 		$2.95M Buy
+26,321
New +$3.11M 0.07% 224

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 $105B AUM 38.07% 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

Pinnacle Associates's TIP Position: Q1 2026 in Review

Pinnacle Associates reduced its iShares TIPS Bond ETF (TIP) stake by 3.5% in Q1 2026, selling an estimated $33.5K and leaving 8,438 shares worth $931K. The position accounts for 0.01% of the portfolio, ranked #531.

Pinnacle Associates first reported a position in TIP in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.97M in Q2 2015. 1,014 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Pinnacle Associates held 8,438 shares of iShares TIPS Bond ETF worth $931K as of Q1 2026.
  • Pinnacle Associates sold 303 iShares TIPS Bond ETF shares in Q1 2026, an estimated $33.5K.
  • iShares TIPS Bond ETF made up 0.01% of Pinnacle Associates's portfolio in Q1 2026, its #531 holding.
  • Pinnacle Associates first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Pinnacle Associates's iShares TIPS Bond ETF position peaked at $2.97M in Q2 2015.
  • 1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.