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Rothschild Investment LLC’s iShares TIPS Bond ETF TIP Stock Holding History

Rothschild Investment LLC’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 		$75.9K Hold
694
– – ﹤0.01% 1138
2026
Q1 		$76.6K Buy
694
+250
+56% +$27.7K ﹤0.01% 988
2025
Q4 		$48.8K Hold
444
– – ﹤0.01% 1030
2025
Q3 		$49.4K Hold
444
– – ﹤0.01% 991
2025
Q2 		$48.9K Sell
444
-59
-12% -$6.43K ﹤0.01% 789
2025
Q1 		$55.9K Buy
503
+59
+13% +$6.41K ﹤0.01% 742
2024
Q4 		$47.3K Hold
444
– – ﹤0.01% 789
2024
Q3 		$49K Hold
444
– – ﹤0.01% 774
2024
Q2 		$47.4K Hold
444
– – ﹤0.01% 756
2024
Q1 		$47.7K Hold
444
– – ﹤0.01% 739
2023
Q4 		$47.7K Buy
+444
New +$46.4K ﹤0.01% 665

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Rothschild Investment LLC's TIP Position: Q2 2026 in Review

Rothschild Investment LLC held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 694 shares worth $75.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Rothschild Investment LLC first reported a position in TIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $76.6K in Q1 2026. 664 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Rothschild Investment LLC held 694 shares of iShares TIPS Bond ETF worth $75.9K as of Q2 2026.
  • Rothschild Investment LLC left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1138 holding.
  • Rothschild Investment LLC first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's iShares TIPS Bond ETF position peaked at $76.6K in Q1 2026.
  • 664 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.