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Smithbridge Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History

Smithbridge Asset Management’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
-1,924
Closed -$212K – 191
2026
Q1 		$212K Sell
1,924
-2,367
-55% -$262K 0.03% 182
2025
Q4 		$472K Buy
4,291
+171
+4% +$19K 0.04% 147
2025
Q3 		$458K Buy
+4,120
New +$455K 0.07% 123

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

Smithbridge Asset Management's TIP Position: Q2 2026 in Review

Smithbridge Asset Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 1,924 shares — an estimated $212K sold.

Smithbridge Asset Management first reported a position in TIP in Q3 2025 and held it in 3 quarters. The position peaked at $472K in Q4 2025. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Smithbridge Asset Management reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Smithbridge Asset Management sold 1,924 iShares TIPS Bond ETF shares in Q2 2026, an estimated $212K.
  • Smithbridge Asset Management first reported a position in iShares TIPS Bond ETF in Q3 2025 and held it in 3 quarters.
  • Smithbridge Asset Management's iShares TIPS Bond ETF position peaked at $472K in Q4 2025.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.