RK
TIP icon

Rather & Kittrell’s iShares TIPS Bond ETF TIP Stock Holding History

Rather & Kittrell’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 		$5.89M Sell
53,781
-956
-2% -$106K 0.82% 17
2026
Q1 		$6.04M Buy
54,737
+1,533
+3% +$170K 0.93% 16
2025
Q4 		$5.85M Buy
53,204
+493
+0.9% +$54.7K 0.94% 16
2025
Q3 		$5.86M Sell
52,711
-1,356
-3% -$150K 1.03% 16
2025
Q2 		$5.95M Buy
54,067
+203
+0.4% +$22.1K 1.18% 16
2025
Q1 		$5.98M Sell
53,864
-1,715
-3% -$186K 1.3% 16
2024
Q4 		$5.92M Sell
55,579
-1,231
-2% -$133K 1.39% 16
2024
Q3 		$6.28M Buy
56,810
+1,524
+3% +$166K 1.54% 16
2024
Q2 		$5.9M Sell
55,286
-1,072
-2% -$114K 1.62% 16
2024
Q1 		$6.05M Buy
56,358
+448
+0.8% +$47.9K 1.81% 16
2023
Q4 		$6.01M Buy
55,910
+32,974
+144% +$3.45M 2.1% 14
2023
Q3 		$2.38M Sell
22,936
-392
-2% -$41.5K 0.96% 18
2023
Q2 		$2.51M Buy
23,328
+50
+0.2% +$5.45K 1.05% 18
2023
Q1 		$2.57M Sell
23,278
-218
-0.9% -$23.6K 1.17% 17
2022
Q4 		$2.5M Sell
23,496
-7,222
-24% -$771K 1.33% 18
2022
Q3 		$3.22M Sell
30,718
-125
-0.4% -$14.2K 3.39% 6
2022
Q2 		$3.51M Sell
30,843
-428
-1% -$50.8K 3.85% 7
2022
Q1 		$3.9M Sell
31,271
-253
-0.8% -$31.8K 3.8% 7
2021
Q4 		$4.07M Buy
+31,524
New +$4.06M 3.58% 8

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

Rather & Kittrell's TIP Position: Q2 2026 in Review

Rather & Kittrell reduced its iShares TIPS Bond ETF (TIP) stake by 1.7% in Q2 2026, selling an estimated $106K and leaving 53,781 shares worth $5.89M. The position accounts for 0.82% of the portfolio, ranked #17.

Rather & Kittrell first reported a position in TIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.28M in Q3 2024. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Rather & Kittrell held 53,781 shares of iShares TIPS Bond ETF worth $5.89M as of Q2 2026.
  • Rather & Kittrell sold 956 iShares TIPS Bond ETF shares in Q2 2026, an estimated $106K.
  • iShares TIPS Bond ETF made up 0.82% of Rather & Kittrell's portfolio in Q2 2026, its #17 holding.
  • Rather & Kittrell first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Rather & Kittrell's iShares TIPS Bond ETF position peaked at $6.28M in Q3 2024.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.