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Samalin Investment Counsel’s iShares TIPS Bond ETF TIP Stock Holding History

Samalin Investment Counsel’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 		$3.48M Buy
31,790
+4,731
+17% +$523K 1.09% 22
2026
Q1 		$2.99M Sell
27,059
-670
-2% -$74.2K 1.06% 18
2025
Q4 		$3.05M Sell
27,729
-370
-1% -$41K 1.08% 18
2025
Q3 		$3.13M Buy
28,099
+2,703
+11% +$299K 1.08% 15
2025
Q2 		$2.79M Sell
25,396
-541
-2% -$59K 1.07% 14
2025
Q1 		$2.88M Buy
25,937
+138
+0.5% +$15K 1.17% 12
2024
Q4 		$2.75M Sell
25,799
-256
-1% -$27.7K 1.18% 15
2024
Q3 		$2.88M Sell
26,055
-668
-2% -$72.6K 1.25% 12
2024
Q2 		$2.85M Sell
26,723
-1,129
-4% -$120K 1.33% 11
2024
Q1 		$2.99M Buy
27,852
+1,997
+8% +$213K 1.43% 6
2023
Q4 		$2.78M Sell
25,855
-2,886
-10% -$302K 1.4% 7
2023
Q3 		$2.98M Sell
28,741
-15,938
-36% -$1.69M 1.71% 6
2023
Q2 		$4.81M Buy
44,679
+3,079
+7% +$335K 2.6% 3
2023
Q1 		$4.59M Buy
41,600
+6,871
+20% +$744K 2.77% 2
2022
Q4 		$3.7M Sell
34,729
-2,473
-7% -$264K 2.34% 2
2022
Q3 		$3.9M Sell
37,202
-32
-0.1% -$3.62K 2.86% 2
2022
Q2 		$4.24M Buy
37,234
+2,058
+6% +$244K 2.99% 2
2022
Q1 		$4.38M Sell
35,176
-178
-0.5% -$22.4K 2.66% 2
2021
Q4 		$4.57M Buy
35,354
+536
+2% +$69.1K 2.74% 3
2021
Q3 		$4.45M Sell
34,818
-6,593
-16% -$850K 2.89% 3
2021
Q2 		$5.3M Buy
41,411
+4,358
+12% +$554K 3.44% 2
2021
Q1 		$4.65M Buy
37,053
+2,955
+9% +$374K 3.12% 2
2020
Q4 		$4.35M Buy
34,098
+834
+3% +$105K 3.27% 2
2020
Q3 		$4.21M Sell
33,264
-308
-0.9% -$38.7K 3.75% 3
2020
Q2 		$4.13M Sell
33,572
-1,611
-5% -$196K 4.33% 3
2020
Q1 		$4.15M Sell
35,183
-649
-2% -$76.5K 5.55% 1
2019
Q4 		$4.18M Buy
+35,832
New +$4.17M 3.51% 2

Other funds holding TIP

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Samalin Investment Counsel's TIP Position: Q2 2026 in Review

Samalin Investment Counsel increased its iShares TIPS Bond ETF (TIP) stake by 17% in Q2 2026, buying an estimated $523K and bringing the position to 31,790 shares worth $3.48M. The position accounts for 1.09% of the portfolio, ranked #22.

Samalin Investment Counsel first reported a position in TIP in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.3M in Q2 2021. 404 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Samalin Investment Counsel held 31,790 shares of iShares TIPS Bond ETF worth $3.48M as of Q2 2026.
  • Samalin Investment Counsel bought 4,731 iShares TIPS Bond ETF shares in Q2 2026, an estimated $523K.
  • iShares TIPS Bond ETF made up 1.09% of Samalin Investment Counsel's portfolio in Q2 2026, its #22 holding.
  • Samalin Investment Counsel first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Samalin Investment Counsel's iShares TIPS Bond ETF position peaked at $5.3M in Q2 2021.
  • 404 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.