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Rock Point Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Rock Point Advisors’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 		$229K Hold
2,095
– – 0.06% 115
2026
Q1 		$231K Hold
2,095
– – 0.06% 109
2025
Q4 		$230K Buy
2,095
+93
+5% +$10.3K 0.06% 112
2025
Q3 		$223K Hold
2,002
– – 0.06% 108
2025
Q2 		$220K Hold
2,002
– – 0.06% 102
2025
Q1 		$222K Hold
2,002
– – 0.07% 99
2024
Q4 		$213K Buy
+2,002
New +$217K 0.06% 101

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

Rock Point Advisors's TIP Position: Q2 2026 in Review

Rock Point Advisors held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 2,095 shares worth $229K. The position accounts for 0.06% of the portfolio, ranked #115.

Rock Point Advisors first reported a position in TIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $231K in Q1 2026. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Rock Point Advisors held 2,095 shares of iShares TIPS Bond ETF worth $229K as of Q2 2026.
  • Rock Point Advisors left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.06% of Rock Point Advisors's portfolio in Q2 2026, its #115 holding.
  • Rock Point Advisors first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Rock Point Advisors's iShares TIPS Bond ETF position peaked at $231K in Q1 2026.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Rock Point Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.