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Stone House Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

Stone House Investment 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 		$49.4K Buy
451
+18
+4% +$1.99K 0.01% 219
2026
Q1 		$47.8K Buy
433
+37
+9% +$4.09K 0.01% 184
2025
Q4 		$43.5K Buy
396
+8
+2% +$887 0.01% 178
2025
Q3 		$43.1K Buy
388
+1
+0.3% +$110 0.01% 163
2025
Q2 		$42.6K Sell
387
-9
-2% -$982 0.01% 164
2025
Q1 		$44K Buy
+396
New +$43K 0.01% 155
2024
Q4 		– Sell
-471
Closed -$52K – 316
2024
Q3 		$52K Sell
471
-4,451
-90% -$484K 0.01% 115
2024
Q2 		$526K Buy
4,922
+662
+16% +$70.4K 0.14% 35
2024
Q1 		$458K Buy
4,260
+1,200
+39% +$128K 0.11% 41
2023
Q4 		$329K Sell
3,060
-15,643
-84% -$1.64M 0.11% 35
2023
Q3 		$1.94M Buy
18,703
+18,030
+2,679% +$1.91M 0.68% 21
2023
Q2 		$72.4K Buy
673
+2
+0.3% +$218 0.03% 70
2023
Q1 		$74K Sell
671
-21,932
-97% -$2.37M 0.03% 75
2022
Q4 		$2.41M Sell
22,603
-46,601
-67% -$4.98M 0.86% 20
2022
Q3 		$7.26M Sell
69,204
-1,162
-2% -$132K 3.37% 9
2022
Q2 		$8.02M Buy
70,366
+36,356
+107% +$4.31M 3.62% 7
2022
Q1 		$4.24M Sell
34,010
-26,739
-44% -$3.36M 1.44% 14
2021
Q4 		$7.85M Buy
+60,749
New +$7.83M 2.69% 10
2020
Q2 		– Sell
-2,383
Closed -$281K – 41
2020
Q1 		$281K Buy
2,383
+410
+21% +$48.3K 0.16% 29
2019
Q4 		$230K Buy
+1,973
New +$229K 0.17% 26
2017
Q3 		– Sell
-17,652
Closed -$2M – 39
2017
Q2 		$2M Sell
17,652
-9,425
-35% -$1.08M 1.44% 17
2017
Q1 		$3.1M Buy
27,077
+13,863
+105% +$1.58M 2.32% 14
2016
Q4 		$1.5M Buy
+13,214
New +$1.51M 1.26% 25

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

Stone House Investment Management's TIP Position: Q2 2026 in Review

Stone House Investment Management increased its iShares TIPS Bond ETF (TIP) stake by 4.2% in Q2 2026, buying an estimated $1.99K and bringing the position to 451 shares worth $49.4K. The position accounts for 0.01% of the portfolio, ranked #219.

Stone House Investment Management first reported a position in TIP in Q4 2016 and has held it in 23 quarters since. The position peaked at $8.02M in Q2 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Stone House Investment Management held 451 shares of iShares TIPS Bond ETF worth $49.4K as of Q2 2026.
  • Stone House Investment Management bought 18 iShares TIPS Bond ETF shares in Q2 2026, an estimated $1.99K.
  • iShares TIPS Bond ETF made up 0.01% of Stone House Investment Management's portfolio in Q2 2026, its #219 holding.
  • Stone House Investment Management first reported a position in iShares TIPS Bond ETF in Q4 2016 and has held it in 23 quarters since.
  • Stone House Investment Management's iShares TIPS Bond ETF position peaked at $8.02M in Q2 2022.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.