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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
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
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

Salomon & Ludwin's TIP Position: Q1 2026 in Review

Salomon & Ludwin held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 12 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1986.

Salomon & Ludwin first reported a position in TIP in Q3 2023 and has held it in 11 quarters since. The position peaked at $83K in Q4 2023. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Salomon & Ludwin held 12 shares of iShares TIPS Bond ETF worth $1.33K as of Q1 2026.
  • Salomon & Ludwin left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1986 holding.
  • Salomon & Ludwin first reported a position in iShares TIPS Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • Salomon & Ludwin's iShares TIPS Bond ETF position peaked at $83K in Q4 2023.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.