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

Pinnacle Holdings’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 		$212K Buy
1,933
+87
+5% +$9.62K 0.07% 150
2026
Q1 		$204K Sell
1,846
-183
-9% -$20.3K 0.07% 156
2025
Q4 		$223K Sell
2,029
-7
-0.3% -$777 0.08% 157
2025
Q3 		$226K Buy
2,036
+27
+1% +$2.98K 0.08% 154
2025
Q2 		$221K Sell
2,009
-110
-5% -$12K 0.08% 156
2025
Q1 		$235K Buy
2,119
+289
+16% +$31.4K 0.09% 158
2024
Q4 		$195K Sell
1,830
-11
-0.6% -$1.19K 0.07% 157
2024
Q3 		$203K Hold
1,841
– – 0.08% 154
2024
Q2 		$197K Hold
1,841
– – 0.08% 155
2024
Q1 		$198K Sell
1,841
-3
-0.2% -$321 0.08% 156
2023
Q4 		$198K Sell
1,844
-2
-0.1% -$209 0.08% 158
2023
Q3 		$192K Hold
1,846
– – 0.09% 151
2023
Q2 		$199K Hold
1,846
– – 0.09% 147
2023
Q1 		$204K Hold
1,846
– – 0.09% 148
2022
Q4 		$197K Hold
1,846
– – 0.09% 151
2022
Q3 		$194K Buy
1,846
+171
+10% +$19.4K 0.09% 151
2022
Q2 		$191K Hold
1,675
– – 0.09% 154
2022
Q1 		$209K Sell
1,675
-4
-0.2% -$503 0.08% 156
2021
Q4 		$217K Sell
1,679
-3
-0.2% -$387 0.09% 154
2021
Q3 		$215K Sell
1,682
-4
-0.2% -$516 0.09% 150
2021
Q2 		$216K Sell
1,686
-2
-0.1% -$254 0.1% 140
2021
Q1 		$212K Sell
1,688
-8
-0.5% -$1.01K 0.1% 146
2020
Q4 		$217K Sell
1,696
-5
-0.3% -$631 0.11% 147
2020
Q3 		$215K Hold
1,701
– – 0.12% 143
2020
Q2 		$209K Sell
1,701
-9
-0.5% -$1.09K 0.1% 139
2020
Q1 		$202K Sell
1,710
-10
-0.6% -$1.18K 0.12% 131
2019
Q4 		$201K Hold
1,720
– – 0.08% 147
2019
Q3 		$200K Buy
1,720
+133
+8% +$15.4K 0.08% 146
2019
Q2 		$183K Sell
1,587
-10
-0.6% -$1.14K 0.07% 150
2019
Q1 		$181K Hold
1,597
– – 0.07% 151
2018
Q4 		$175K Buy
1,597
+244
+18% +$26.6K 0.07% 153
2018
Q3 		$150K Hold
1,353
– – 0.05% 160
2018
Q2 		$153K Buy
+1,353
New +$152K 0.05% 164
2018
Q1 		– Sell
-1,418
Closed -$162K – 214
2017
Q4 		$162K Hold
1,418
– – 0.06% 161
2017
Q3 		$161K Buy
1,418
+25
+2% +$2.85K 0.06% 164
2017
Q2 		$158K Buy
1,393
+1
+0.1% +$114 0.06% 160
2017
Q1 		$160K Hold
1,392
– – 0.06% 161
2016
Q4 		$158K Sell
1,392
-10
-0.7% -$1.14K 0.06% 163
2016
Q3 		$163K Buy
1,402
+2
+0.1% +$232 0.06% 158
2016
Q2 		$163K Hold
1,400
– – 0.07% 156
2016
Q1 		$161K Sell
1,400
-30
-2% -$3.35K 0.08% 158
2015
Q4 		$157K Sell
1,430
-204
-12% -$22.5K 0.07% 157
2015
Q3 		$181K Hold
1,634
– – 0.08% 158
2015
Q2 		$183K Hold
1,634
– – 0.07% 160
2015
Q1 		$186K Sell
1,634
-58
-3% -$6.58K 0.07% 163
2014
Q4 		$190K Sell
1,692
-56
-3% -$6.32K 0.06% 160
2014
Q3 		$196K Sell
1,748
-25
-1% -$2.86K 0.05% 165
2014
Q2 		$205K Sell
1,773
-19
-1% -$2.16K 0.05% 163
2014
Q1 		$201K Buy
+1,792
New +$200K 0.06% 157
2013
Q3 		– Sell
-1,827
Closed -$205K – 195
2013
Q2 		$205K Buy
+1,827
New +$216K 0.06% 148

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

Pinnacle Holdings's TIP Position: Q2 2026 in Review

Pinnacle Holdings increased its iShares TIPS Bond ETF (TIP) stake by 4.7% in Q2 2026, buying an estimated $9.62K and bringing the position to 1,933 shares worth $212K. The position accounts for 0.07% of the portfolio, ranked #150.

Pinnacle Holdings first reported a position in TIP in Q2 2013 and has held it in 50 quarters since. The position peaked at $235K in Q1 2025. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Pinnacle Holdings held 1,933 shares of iShares TIPS Bond ETF worth $212K as of Q2 2026.
  • Pinnacle Holdings bought 87 iShares TIPS Bond ETF shares in Q2 2026, an estimated $9.62K.
  • iShares TIPS Bond ETF made up 0.07% of Pinnacle Holdings's portfolio in Q2 2026, its #150 holding.
  • Pinnacle Holdings first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 50 quarters since.
  • Pinnacle Holdings's iShares TIPS Bond ETF position peaked at $235K in Q1 2025.
  • 1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Pinnacle Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.