Stablepoint Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Stablepoint 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	$9.68M	Buy	88,501 +273	+0.3%	+$30.2K	1.34%	13
2026 Q1	$9.74M	Buy	88,228 +15,731	+22%	+$1.74M	1.45%	10
2025 Q4	$7.97M	Buy	72,497 +2,751	+4%	+$305K	1.24%	16
2025 Q3	$7.76M	Buy	69,746 +4,536	+7%	+$501K	1.23%	14
2025 Q2	$7.18M	Sell	65,210 -1,348	-2%	-$147K	1.22%	17
2025 Q1	$7.39M	Buy	66,558 +2,151	+3%	+$234K	1.34%	12
2024 Q4	$6.86M	Buy	64,407 +1,003	+2%	+$109K	1.26%	15
2024 Q3	$7M	Buy	63,404 +3,326	+6%	+$361K	1.28%	16
2024 Q2	$6.46M	Buy	60,078 +9,778	+19%	+$1.04M	1.25%	16
2024 Q1	$5.4M	Buy	50,300 +5,380	+12%	+$575K	1.1%	25
2023 Q4	$4.83M	Buy	+44,920	New	+$4.7M	1.24%	20

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stablepoint Partners's TIP Position: Q2 2026 in Review

Stablepoint Partners increased its iShares TIPS Bond ETF (TIP) stake by 0.31% in Q2 2026, buying an estimated $30.2K and bringing the position to 88,501 shares worth $9.68M. The position accounts for 1.34% of the portfolio, ranked #13.

Stablepoint Partners first reported a position in TIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.74M in Q1 2026. 1,013 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Stablepoint Partners held 88,501 shares of iShares TIPS Bond ETF worth $9.68M as of Q2 2026.
Stablepoint Partners bought 273 iShares TIPS Bond ETF shares in Q2 2026, an estimated $30.2K.
iShares TIPS Bond ETF made up 1.34% of Stablepoint Partners's portfolio in Q2 2026, its #13 holding.
Stablepoint Partners first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
Stablepoint Partners's iShares TIPS Bond ETF position peaked at $9.74M in Q1 2026.
1,013 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Stablepoint Partners's 13F filing for Q2 2026, filed 9 Jul 2026.