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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
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 $1.37T 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

Shepherd Financial Partners's TIP Position: Q1 2026 in Review

Shepherd Financial Partners reduced its iShares TIPS Bond ETF (TIP) stake by 2.6% in Q1 2026, selling an estimated $9.3K and leaving 3,133 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #191.

Shepherd Financial Partners first reported a position in TIP in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.71M in Q1 2023. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Shepherd Financial Partners held 3,133 shares of iShares TIPS Bond ETF worth $346K as of Q1 2026.
  • Shepherd Financial Partners sold 84 iShares TIPS Bond ETF shares in Q1 2026, an estimated $9.3K.
  • iShares TIPS Bond ETF made up 0.03% of Shepherd Financial Partners's portfolio in Q1 2026, its #191 holding.
  • Shepherd Financial Partners first reported a position in iShares TIPS Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Shepherd Financial Partners's iShares TIPS Bond ETF position peaked at $9.71M in Q1 2023.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.