Prelude Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Prelude Capital Management’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	$379K	Buy	+3,460	New	+$382K	0.03%	644
2025 Q2	–	Sell	-5,000	Closed	-$555K	–	1353
2025 Q1	$555K	Buy	+5,000	New	+$543K	0.04%	470
2020 Q3	–	Sell	-3,730	Closed	-$459K	–	2340
2020 Q2	$459K	Buy	+3,730	New	+$453K	0.03%	490
2020 Q1	–	Sell	-40,000	Closed	-$4.71M	–	2020
2019 Q4	$4.66M	Hold	40,000	–	–	0.18%	75
2019 Q3	$4.65M	Buy	+40,000	New	+$4.64M	0.21%	56
2016 Q3	–	Sell	-1,000	Closed	-$117K	–	1817
2016 Q2	$117K	Buy	+1,000	New	+$115K	0.02%	694

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

Prelude Capital Management's TIP Position: Q2 2026 in Review

Prelude Capital Management opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 3,460 shares worth $379K. The stake represents 0.03% of the portfolio and ranks #644 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in TIP as recently as Q1 2025.

Prelude Capital Management first reported a position in TIP in Q2 2016 and has held it in 6 quarters since. The position peaked at $4.66M in Q4 2019. 1,021 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Prelude Capital Management held 3,460 shares of iShares TIPS Bond ETF worth $379K as of Q2 2026.
iShares TIPS Bond ETF was a new Prelude Capital Management position in Q2 2026.
iShares TIPS Bond ETF made up 0.03% of Prelude Capital Management's portfolio in Q2 2026, its #644 holding.
Prelude Capital Management first reported a position in iShares TIPS Bond ETF in Q2 2016 and has held it in 6 quarters since.
Prelude Capital Management's iShares TIPS Bond ETF position peaked at $4.66M in Q4 2019.
1,021 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.