Salomon & Ludwin’s iShares TIPS Bond ETF TIP Stock Holding History

Salomon & Ludwin’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	$1.3K	Hold	12	–	–	﹤0.01%	1999
2026 Q1	$1.33K	Hold	12	–	–	﹤0.01%	1986
2025 Q4	$1.32K	Hold	12	–	–	﹤0.01%	2033
2025 Q3	$1.33K	Hold	12	–	–	﹤0.01%	2026
2025 Q2	$1.31K	Sell	12 -5	-29%	-$545	﹤0.01%	703
2025 Q1	$1.89K	Hold	17	–	–	﹤0.01%	593
2024 Q4	$1.81K	Hold	17	–	–	﹤0.01%	599
2024 Q3	$1.88K	Hold	17	–	–	﹤0.01%	619
2024 Q2	$1.81K	Hold	17	–	–	﹤0.01%	614
2024 Q1	$1.83K	Sell	17 -783	-98%	-$83.7K	﹤0.01%	730
2023 Q4	$83K	Hold	800	–	–	0.01%	245
2023 Q3	$83K	Buy	+800	New	+$84.7K	0.01%	245

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Salomon & Ludwin's TIP Position: Q2 2026 in Review

Salomon & Ludwin held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 12 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1999.

Salomon & Ludwin first reported a position in TIP in Q3 2023 and has held it in 12 quarters since. The position peaked at $83K in Q4 2023. 1,022 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Salomon & Ludwin held 12 shares of iShares TIPS Bond ETF worth $1.3K as of Q2 2026.
Salomon & Ludwin left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
iShares TIPS Bond ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1999 holding.
Salomon & Ludwin first reported a position in iShares TIPS Bond ETF in Q3 2023 and has held it in 12 quarters since.
Salomon & Ludwin's iShares TIPS Bond ETF position peaked at $83K in Q4 2023.
1,022 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.