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Roundview Capital’s iShares TIPS Bond ETF TIP Stock Holding History

Roundview Capital’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 		$333K Buy
3,041
+677
+29% +$74.8K 0.02% 296
2026
Q1 		$261K Hold
2,364
– – 0.02% 315
2025
Q4 		$260K Buy
+2,364
New +$262K 0.02% 302
2023
Q3 		– Sell
-6,038
Closed -$650K – 316
2023
Q2 		$650K Sell
6,038
-366
-6% -$39.9K 0.06% 227
2023
Q1 		$706K Buy
6,404
+892
+16% +$96.5K 0.07% 220
2022
Q4 		$587K Buy
5,512
+132
+2% +$14.1K 0.07% 220
2022
Q3 		$564K Sell
5,380
-11,703
-69% -$1.33M 0.07% 211
2022
Q2 		$1.95M Sell
17,083
-544
-3% -$64.5K 0.23% 113
2022
Q1 		$2.2M Buy
17,627
+379
+2% +$47.7K 0.23% 111
2021
Q4 		$2.23M Buy
17,248
+194
+1% +$25K 0.22% 119
2021
Q3 		$2.18M Buy
17,054
+36
+0.2% +$4.64K 0.24% 108
2021
Q2 		$2.18M Buy
17,018
+593
+4% +$75.3K 0.24% 107
2021
Q1 		$2.06M Buy
16,425
+2,788
+20% +$353K 0.26% 105
2020
Q4 		$1.74M Buy
13,637
+2,423
+22% +$306K 0.24% 103
2020
Q3 		$1.42M Buy
11,214
+2,120
+23% +$266K 0.22% 107
2020
Q2 		$1.12M Buy
+9,094
New +$1.11M 0.19% 124

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

Roundview Capital's TIP Position: Q2 2026 in Review

Roundview Capital increased its iShares TIPS Bond ETF (TIP) stake by 29% in Q2 2026, buying an estimated $74.8K and bringing the position to 3,041 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #296.

Roundview Capital first reported a position in TIP in Q2 2020 and has held it in 16 quarters since. The position peaked at $2.23M in Q4 2021. 1,021 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Roundview Capital held 3,041 shares of iShares TIPS Bond ETF worth $333K as of Q2 2026.
  • Roundview Capital bought 677 iShares TIPS Bond ETF shares in Q2 2026, an estimated $74.8K.
  • iShares TIPS Bond ETF made up 0.02% of Roundview Capital's portfolio in Q2 2026, its #296 holding.
  • Roundview Capital first reported a position in iShares TIPS Bond ETF in Q2 2020 and has held it in 16 quarters since.
  • Roundview Capital's iShares TIPS Bond ETF position peaked at $2.23M in Q4 2021.
  • 1,021 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.