Robertson Stephens Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Robertson Stephens Wealth 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	$2.77M	Buy	25,308 +8,864	+54%	+$980K	0.07%	181
2026 Q1	$1.81M	Buy	16,444 +1	+0%	+$111	0.05%	219
2025 Q4	$1.81M	Buy	+16,443	New	+$1.82M	0.05%	228
2023 Q4	–	Sell	-2,550	Closed	-$265K	–	478
2023 Q3	$265K	Buy	+2,550	New	+$270K	0.02%	394
2022 Q4	–	Sell	-4,835	Closed	-$507K	–	436
2022 Q3	$507K	Sell	4,835 -6,992	-59%	-$792K	0.05%	219
2022 Q2	$1.35M	Buy	11,827 +8,378	+243%	+$994K	0.13%	133
2022 Q1	$429K	Sell	3,449 -13,204	-79%	-$1.66M	0.04%	265
2021 Q4	$2.15M	Buy	16,653 +11,719	+238%	+$1.51M	0.18%	106
2021 Q3	$630K	Buy	+4,934	New	+$636K	0.07%	179

Other funds holding TIP

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Robertson Stephens Wealth Management's TIP Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 54% in Q2 2026, buying an estimated $980K and bringing the position to 25,308 shares worth $2.77M. The position accounts for 0.07% of the portfolio, ranked #181.

Robertson Stephens Wealth Management first reported a position in TIP in Q3 2021 and has held it in 9 quarters since. 475 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Robertson Stephens Wealth Management held 25,308 shares of iShares TIPS Bond ETF worth $2.77M as of Q2 2026.
Robertson Stephens Wealth Management bought 8,864 iShares TIPS Bond ETF shares in Q2 2026, an estimated $980K.
iShares TIPS Bond ETF made up 0.07% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #181 holding.
Robertson Stephens Wealth Management first reported a position in iShares TIPS Bond ETF in Q3 2021 and has held it in 9 quarters since.
475 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.