Portside Wealth Group’s iShares TIPS Bond ETF TIP Stock Holding History

Portside Wealth Group’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	$917K	Buy	8,378 +608	+8%	+$67.2K	0.11%	204
2026 Q1	$857K	Sell	7,770 -339	-4%	-$37.5K	0.12%	183
2025 Q4	$891K	Sell	8,109 -421	-5%	-$46.7K	0.12%	182
2025 Q3	$949K	Sell	8,530 -4,900	-36%	-$541K	0.13%	169
2025 Q2	$1.48M	Sell	13,430 -38,709	-74%	-$4.22M	0.22%	104
2025 Q1	$5.79M	Buy	52,139 +21,814	+72%	+$2.37M	0.94%	21
2024 Q4	$3.23M	Buy	30,325 +1,483	+5%	+$161K	0.53%	49
2024 Q3	$3.19M	Buy	28,842 +7,989	+38%	+$868K	0.54%	49
2024 Q2	$2.23M	Buy	20,853 +4,033	+24%	+$429K	0.42%	64
2024 Q1	$1.81M	Sell	16,820 -8,738	-34%	-$934K	0.33%	81
2023 Q4	$2.75M	Buy	25,558 +2,023	+9%	+$212K	0.51%	53
2023 Q3	$2.44M	Buy	+23,535	New	+$2.49M	0.46%	60

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

Portside Wealth Group's TIP Position: Q2 2026 in Review

Portside Wealth Group increased its iShares TIPS Bond ETF (TIP) stake by 7.8% in Q2 2026, buying an estimated $67.2K and bringing the position to 8,378 shares worth $917K. The position accounts for 0.11% of the portfolio, ranked #204.

Portside Wealth Group first reported a position in TIP in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.79M in Q1 2025. 1,017 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Portside Wealth Group held 8,378 shares of iShares TIPS Bond ETF worth $917K as of Q2 2026.
Portside Wealth Group bought 608 iShares TIPS Bond ETF shares in Q2 2026, an estimated $67.2K.
iShares TIPS Bond ETF made up 0.11% of Portside Wealth Group's portfolio in Q2 2026, its #204 holding.
Portside Wealth Group first reported a position in iShares TIPS Bond ETF in Q3 2023 and has held it in 12 quarters since.
Portside Wealth Group's iShares TIPS Bond ETF position peaked at $5.79M in Q1 2025.
1,017 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.