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TD Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

TD Capital 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
-231
Closed -$25.5K – 856
2026
Q1 		$25.5K Hold
231
– – ﹤0.01% 326
2025
Q4 		$25.4K Buy
+231
New +$25.6K ﹤0.01% 320
2025
Q2 		– Sell
-2,257
Closed -$251K – 772
2025
Q1 		$251K Sell
2,257
-59
-3% -$6.41K 0.03% 98
2024
Q4 		$247K Buy
2,316
+37
+2% +$4.01K 0.03% 98
2024
Q3 		$252K Buy
2,279
+47
+2% +$5.11K 0.03% 94
2024
Q2 		$238K Buy
2,232
+31
+1% +$3.3K 0.02% 95
2024
Q1 		$236K Hold
2,201
– – 0.03% 94
2023
Q4 		$237K Buy
2,201
+19
+0.9% +$1.99K 0.03% 90
2023
Q3 		$226K Buy
2,182
+21
+1% +$2.22K 0.03% 92
2023
Q2 		$233K Buy
2,161
+20
+0.9% +$2.18K 0.03% 85
2023
Q1 		$236K Hold
2,141
– – 0.03% 84
2022
Q4 		$228K Buy
2,141
+9
+0.4% +$961 0.03% 81
2022
Q3 		$224K Buy
2,132
+59
+3% +$6.68K 0.03% 81
2022
Q2 		$236K Buy
2,073
+53
+3% +$6.29K 0.03% 78
2022
Q1 		$252K Buy
2,020
+10
+0.5% +$1.26K 0.03% 83
2021
Q4 		$260K Buy
2,010
+7
+0.3% +$903 0.03% 78
2021
Q3 		$256K Buy
2,003
+55
+3% +$7.09K 0.03% 75
2021
Q2 		$249K Buy
1,948
+23
+1% +$2.92K 0.03% 68
2021
Q1 		$242K Buy
+1,925
New +$244K 0.03% 62
2017
Q4 		– Sell
-4
Closed – – 257
2017
Q3 		$0 Buy
+4
New +$455 ﹤0.01% 272

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

TD Capital Management's TIP Position: Q2 2026 in Review

TD Capital Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 231 shares — an estimated $25.5K sold.

TD Capital Management first reported a position in TIP in Q3 2017 and held it in 20 quarters. The position peaked at $260K in Q4 2021. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • TD Capital Management reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • TD Capital Management sold 231 iShares TIPS Bond ETF shares in Q2 2026, an estimated $25.5K.
  • TD Capital Management first reported a position in iShares TIPS Bond ETF in Q3 2017 and held it in 20 quarters.
  • TD Capital Management's iShares TIPS Bond ETF position peaked at $260K in Q4 2021.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.