SAM
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S.A. Mason’s iShares TIPS Bond ETF TIP Stock Holding History

S.A. Mason’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 		$250K Buy
2,266
+50
+2% +$5.53K 0.09% 184
2025
Q4 		$244K Sell
2,216
-5
-0.2% -$555 0.1% 179
2025
Q3 		$247K Hold
2,221
– – 0.11% 172
2025
Q2 		$244K Hold
2,221
– – 0.12% 159
2025
Q1 		$247K Sell
2,221
-470
-17% -$51.1K 0.13% 152
2024
Q4 		$287K Hold
2,691
– – 0.15% 136
2024
Q3 		$297K Sell
2,691
-1,019
-27% -$111K 0.16% 137
2024
Q2 		$396K Sell
3,710
-737
-17% -$78.4K 0.23% 103
2024
Q1 		$478K Hold
4,447
– – 0.29% 93
2023
Q4 		$478K Hold
4,447
– – 0.32% 86
2023
Q3 		$461K Sell
4,447
-825
-16% -$87.3K 0.33% 82
2023
Q2 		$581K Hold
5,272
– – 0.42% 67
2023
Q1 		$581K Hold
5,272
– – 0.42% 67
2022
Q4 		$561K Sell
5,272
-187
-3% -$20K 0.42% 67
2022
Q3 		$573K Hold
5,459
– – 0.45% 54
2022
Q2 		$622K Hold
5,459
– – 0.45% 57
2022
Q1 		$680K Hold
5,459
– – 0.42% 61
2021
Q4 		$705K Sell
5,459
-120
-2% -$15.5K 0.42% 63
2021
Q3 		$712K Hold
5,579
– – 0.47% 58
2021
Q2 		$714K Buy
5,579
+310
+6% +$39.4K 0.49% 59
2021
Q1 		$661K Buy
5,269
+305
+6% +$38.6K 0.49% 61
2020
Q4 		$634K Sell
4,964
-250
-5% -$31.5K 0.53% 56
2020
Q3 		$660K Sell
5,214
-100
-2% -$12.6K 0.63% 45
2020
Q2 		$654K Hold
5,314
– – 0.69% 41
2020
Q1 		$627K Buy
5,314
+464
+10% +$54.7K 0.76% 38
2019
Q4 		$565K Buy
+4,850
New +$564K 0.54% 55

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

S.A. Mason's TIP Position: Q1 2026 in Review

S.A. Mason increased its iShares TIPS Bond ETF (TIP) stake by 2.3% in Q1 2026, buying an estimated $5.53K and bringing the position to 2,266 shares worth $250K. The position accounts for 0.09% of the portfolio, ranked #184.

S.A. Mason first reported a position in TIP in Q4 2019 and has held it in 26 quarters since. The position peaked at $714K in Q2 2021. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • S.A. Mason held 2,266 shares of iShares TIPS Bond ETF worth $250K as of Q1 2026.
  • S.A. Mason bought 50 iShares TIPS Bond ETF shares in Q1 2026, an estimated $5.53K.
  • iShares TIPS Bond ETF made up 0.09% of S.A. Mason's portfolio in Q1 2026, its #184 holding.
  • S.A. Mason first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • S.A. Mason's iShares TIPS Bond ETF position peaked at $714K in Q2 2021.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.