Red Tortoise LLC’s iShares TIPS Bond ETF TIP Stock Holding History

Red Tortoise LLC’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	$203K	Sell	1,839 -18	-1%	-$1.99K	0.08%	85
2025 Q4	$204K	Buy	1,857 +18	+1%	+$2K	0.09%	88
2025 Q3	$205K	Buy	1,839 +15	+0.8%	+$1.66K	0.09%	86
2025 Q2	$201K	Buy	1,824 +22	+1%	+$2.4K	0.1%	76
2025 Q1	$200K	Hold	1,802	–	–	0.1%	74
2024 Q4	$192K	Buy	1,802 +8	+0.4%	+$866	0.1%	75
2024 Q3	$198K	Buy	1,794 +9	+0.5%	+$978	0.1%	76
2024 Q2	$191K	Sell	1,785 -73	-4%	-$7.76K	0.1%	74
2024 Q1	$200K	Hold	1,858	–	–	0.11%	73
2023 Q4	$200K	Buy	1,858 +15	+0.8%	+$1.57K	0.11%	74
2023 Q3	$191K	Buy	1,843 +18	+1%	+$1.91K	0.13%	73
2023 Q2	$196K	Sell	1,825 -264	-13%	-$28.7K	0.12%	71
2023 Q1	$230K	Hold	2,089	–	–	0.15%	65
2022 Q4	$222K	Buy	+2,089	New	+$223K	0.15%	72
2021 Q4	–	Sell	-289	Closed	-$30K	–	457
2021 Q3	$30K	Buy	+289	New	+$37.3K	0.02%	138

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Red Tortoise LLC's TIP Position: Q1 2026 in Review

Red Tortoise LLC reduced its iShares TIPS Bond ETF (TIP) stake by 0.97% in Q1 2026, selling an estimated $1.99K and leaving 1,839 shares worth $203K. The position accounts for 0.08% of the portfolio, ranked #85.

Red Tortoise LLC first reported a position in TIP in Q3 2021 and has held it in 15 quarters since. The position peaked at $230K in Q1 2023. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Red Tortoise LLC held 1,839 shares of iShares TIPS Bond ETF worth $203K as of Q1 2026.
Red Tortoise LLC sold 18 iShares TIPS Bond ETF shares in Q1 2026, an estimated $1.99K.
iShares TIPS Bond ETF made up 0.08% of Red Tortoise LLC's portfolio in Q1 2026, its #85 holding.
Red Tortoise LLC first reported a position in iShares TIPS Bond ETF in Q3 2021 and has held it in 15 quarters since.
Red Tortoise LLC's iShares TIPS Bond ETF position peaked at $230K in Q1 2023.
1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.