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Rossby Financial’s iShares TIPS Bond ETF TIP Stock Holding History

Rossby Financial’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 		$526K Sell
4,711
-2,208
-32% -$244K 0.1% 193
2026
Q1 		$764K Buy
6,919
+1,327
+24% +$147K 0.16% 126
2025
Q4 		$615K Buy
5,592
+5,239
+1,484% +$581K 0.19% 97
2025
Q3 		$39.3K Buy
353
+3
+0.9% +$331 0.01% 581
2025
Q2 		$38.5K Buy
350
+73
+26% +$7.96K 0.01% 541
2025
Q1 		$30.4K Buy
+277
New +$30.1K 0.01% 557

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

Rossby Financial's TIP Position: Q2 2026 in Review

Rossby Financial reduced its iShares TIPS Bond ETF (TIP) stake by 32% in Q2 2026, selling an estimated $244K and leaving 4,711 shares worth $526K. The position accounts for 0.1% of the portfolio, ranked #193.

Rossby Financial first reported a position in TIP in Q1 2025 and has held it in 6 quarters since. The position peaked at $764K in Q1 2026. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Rossby Financial held 4,711 shares of iShares TIPS Bond ETF worth $526K as of Q2 2026.
  • Rossby Financial sold 2,208 iShares TIPS Bond ETF shares in Q2 2026, an estimated $244K.
  • iShares TIPS Bond ETF made up 0.1% of Rossby Financial's portfolio in Q2 2026, its #193 holding.
  • Rossby Financial first reported a position in iShares TIPS Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's iShares TIPS Bond ETF position peaked at $764K in Q1 2026.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.