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 Q3	$1.25K	Hold	12	–	–	﹤0.01%	1635
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	$1.32K	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	$1.82K	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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

DRW Securities Chicago, Illinois $170B AUM 11.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Salomon & Ludwin's TIP Position: Q3 2026 in Review

Salomon & Ludwin held its iShares TIPS Bond ETF (TIP) position steady in Q3 2026 at 12 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

Salomon & Ludwin first reported a position in TIP in Q3 2023 and has held it in 13 quarters since. The position peaked at $83K in Q4 2023. 894 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

Salomon & Ludwin held 12 shares of iShares TIPS Bond ETF worth $1.25K as of Q3 2026.
Salomon & Ludwin left its iShares TIPS Bond ETF share count unchanged in Q3 2026.
iShares TIPS Bond ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #1635 holding.
Salomon & Ludwin first reported a position in iShares TIPS Bond ETF in Q3 2023 and has held it in 13 quarters since.
Salomon & Ludwin's iShares TIPS Bond ETF position peaked at $83K in Q4 2023.
894 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.