Ted Buchan & Co’s iShares TIPS Bond ETF TIP Stock Holding History

Ted Buchan & Co’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 Q1	$16.2M	Buy	147,132 +33,935	+30%	+$3.76M	5.9%	3
2025 Q4	$12.4M	Buy	113,197 +6,021	+6%	+$668K	4.57%	5
2025 Q3	$11.9M	Buy	107,176 +1,705	+2%	+$188K	4.67%	5
2025 Q2	$11.6M	Buy	105,471 +6,918	+7%	+$755K	4.61%	4
2025 Q1	$10.9M	Buy	98,553 +1,656	+2%	+$180K	5.18%	5
2024 Q4	$10.3M	Buy	96,897 +1,051	+1%	+$114K	4.87%	5
2024 Q3	$10.6M	Buy	95,846 +2,645	+3%	+$287K	5.02%	5
2024 Q2	$9.95M	Buy	93,201 +5,187	+6%	+$552K	5.34%	4
2024 Q1	$9.45M	Buy	88,014 +10,869	+14%	+$1.16M	5.81%	4
2023 Q4	$8.29M	Sell	77,145 -52	-0.1%	-$5.44K	6.04%	5
2023 Q3	$8.01M	Sell	77,197 -356	-0.5%	-$37.7K	6.43%	4
2023 Q2	$8.35M	Buy	77,553 +1,718	+2%	+$187K	6.42%	4
2023 Q1	$8.36M	Buy	75,835 +21,615	+40%	+$2.34M	6.99%	4
2022 Q4	$5.77M	Buy	+54,220	New	+$5.79M	5.34%	6

Other funds holding TIP

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return