Rosenblum Silverman Sutton’s iShares TIPS Bond ETF TIP Stock Holding History

Rosenblum Silverman Sutton’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	$555K	Hold	5,070	–	–	0.13%	62
2026 Q1	$560K	Hold	5,070	–	–	0.15%	59
2025 Q4	$557K	Hold	5,070	–	–	0.13%	59
2025 Q3	$564K	Hold	5,070	–	–	0.13%	59
2025 Q2	$558K	Sell	5,070 -40	-0.8%	-$4.36K	0.14%	58
2025 Q1	$568K	Hold	5,110	–	–	0.16%	57
2024 Q4	$544K	Sell	5,110 -400	-7%	-$43.3K	0.14%	57
2024 Q3	$609K	Hold	5,510	–	–	0.16%	57
2024 Q2	$588K	Hold	5,510	–	–	0.16%	57
2024 Q1	$592K	Hold	5,510	–	–	0.17%	56
2023 Q4	$592K	Sell	5,510 -1,455	-21%	-$152K	0.19%	53
2023 Q3	$722K	Sell	6,965 -470	-6%	-$49.7K	0.25%	52
2023 Q2	$800K	Buy	+7,435	New	+$810K	0.26%	51
2022 Q4	–	Sell	-7,510	Closed	-$788K	–	73
2022 Q3	$788K	Sell	7,510 -525	-7%	-$59.5K	0.28%	50
2022 Q2	$915K	Buy	+8,035	New	+$953K	0.3%	49
2020 Q2	–	Sell	-9,131	Closed	-$1.08M	–	69
2020 Q1	$1.08M	Buy	+9,131	New	+$1.08M	0.43%	45

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

Rosenblum Silverman Sutton's TIP Position: Q2 2026 in Review

Rosenblum Silverman Sutton held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 5,070 shares worth $555K. The position accounts for 0.13% of the portfolio, ranked #62.

Rosenblum Silverman Sutton first reported a position in TIP in Q1 2020 and has held it in 16 quarters since. The position peaked at $1.08M in Q1 2020. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Rosenblum Silverman Sutton held 5,070 shares of iShares TIPS Bond ETF worth $555K as of Q2 2026.
Rosenblum Silverman Sutton left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
iShares TIPS Bond ETF made up 0.13% of Rosenblum Silverman Sutton's portfolio in Q2 2026, its #62 holding.
Rosenblum Silverman Sutton first reported a position in iShares TIPS Bond ETF in Q1 2020 and has held it in 16 quarters since.
Rosenblum Silverman Sutton's iShares TIPS Bond ETF position peaked at $1.08M in Q1 2020.
1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Rosenblum Silverman Sutton's 13F filing for Q2 2026, filed 13 Aug 2026.