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Shepherd Financial Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Shepherd Financial Partners’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 		– Sell
-3,133
Closed -$346K – 263
2026
Q1 		$346K Sell
3,133
-84
-3% -$9.3K 0.03% 191
2025
Q4 		$354K Sell
3,217
-82
-2% -$9.1K 0.03% 190
2025
Q3 		$367K Sell
3,299
-1,749
-35% -$193K 0.03% 182
2025
Q2 		$556K Sell
5,048
-2,333
-32% -$254K 0.06% 150
2025
Q1 		$820K Sell
7,381
-4,054
-35% -$440K 0.1% 117
2024
Q4 		$1.22M Sell
11,435
-147
-1% -$15.9K 0.15% 85
2024
Q3 		$1.28M Sell
11,582
-251
-2% -$27.3K 0.15% 83
2024
Q2 		$1.26M Sell
11,833
-622
-5% -$66.1K 0.16% 82
2024
Q1 		$1.34M Sell
12,455
-1,343
-10% -$143K 0.18% 81
2023
Q4 		$1.48M Sell
13,798
-57,837
-81% -$6.05M 0.21% 75
2023
Q3 		$7.43M Buy
71,635
+2,420
+3% +$256K 1.17% 18
2023
Q2 		$7.45M Sell
69,215
-18,856
-21% -$2.05M 1.16% 17
2023
Q1 		$9.71M Buy
+88,071
New +$9.53M 1.62% 12

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Shepherd Financial Partners's TIP Position: Q2 2026 in Review

Shepherd Financial Partners sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 3,133 shares — an estimated $346K sold.

Shepherd Financial Partners first reported a position in TIP in Q1 2023 and held it in 13 quarters. The position peaked at $9.71M in Q1 2023. 1,019 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Shepherd Financial Partners reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Shepherd Financial Partners sold 3,133 iShares TIPS Bond ETF shares in Q2 2026, an estimated $346K.
  • Shepherd Financial Partners first reported a position in iShares TIPS Bond ETF in Q1 2023 and held it in 13 quarters.
  • Shepherd Financial Partners's iShares TIPS Bond ETF position peaked at $9.71M in Q1 2023.
  • 1,019 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.