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 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 $1.37T 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

Rosenblum Silverman Sutton's TIP Position: Q1 2026 in Review

Rosenblum Silverman Sutton held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 5,070 shares worth $560K. The position accounts for 0.15% of the portfolio, ranked #59.

Rosenblum Silverman Sutton first reported a position in TIP in Q1 2020 and has held it in 15 quarters since. The position peaked at $1.08M in Q1 2020. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Rosenblum Silverman Sutton held 5,070 shares of iShares TIPS Bond ETF worth $560K as of Q1 2026.
Rosenblum Silverman Sutton left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
iShares TIPS Bond ETF made up 0.15% of Rosenblum Silverman Sutton's portfolio in Q1 2026, its #59 holding.
Rosenblum Silverman Sutton first reported a position in iShares TIPS Bond ETF in Q1 2020 and has held it in 15 quarters since.
Rosenblum Silverman Sutton's iShares TIPS Bond ETF position peaked at $1.08M in Q1 2020.
1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Rosenblum Silverman Sutton's 13F filing for Q1 2026, filed 13 May 2026.