SR
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Syntax Research’s iShares TIPS Bond ETF TIP Stock Holding History

Syntax Research’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
-4,633
Closed -$511K – 186
2026
Q1 		$511K Hold
4,633
– – 0.33% 52
2025
Q4 		$509K Buy
4,633
+51
+1% +$5.66K 0.31% 54
2025
Q3 		$510K Buy
4,582
+44
+1% +$4.86K 0.33% 55
2025
Q2 		$499K Buy
4,538
+62
+1% +$6.76K 0.35% 47
2025
Q1 		$497K Hold
4,476
– – 0.34% 51
2024
Q4 		$477K Buy
4,476
+23
+0.5% +$2.49K 0.34% 44
2024
Q3 		$492K Buy
4,453
+27
+0.6% +$2.93K 0.33% 46
2024
Q2 		$473K Buy
4,426
+61
+1% +$6.49K 0.37% 39
2024
Q1 		$469K Hold
4,365
– – 0.36% 44
2023
Q4 		$469K Buy
4,365
+36
+0.8% +$3.76K 0.39% 41
2023
Q3 		$449K Buy
+4,329
New +$458K 0.36% 42

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

Syntax Research's TIP Position: Q2 2026 in Review

Syntax Research sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 4,633 shares — an estimated $511K sold.

Syntax Research first reported a position in TIP in Q3 2023 and held it in 11 quarters. The position peaked at $511K in Q1 2026. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Syntax Research reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Syntax Research sold 4,633 iShares TIPS Bond ETF shares in Q2 2026, an estimated $511K.
  • Syntax Research first reported a position in iShares TIPS Bond ETF in Q3 2023 and held it in 11 quarters.
  • Syntax Research's iShares TIPS Bond ETF position peaked at $511K in Q1 2026.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.