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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
Q2 		$16.2M Buy
148,331
+1,199
+0.8% +$133K 5.31% 4
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 $1.55T 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

Ted Buchan & Co's TIP Position: Q2 2026 in Review

Ted Buchan & Co increased its iShares TIPS Bond ETF (TIP) stake by 0.81% in Q2 2026, buying an estimated $133K and bringing the position to 148,331 shares worth $16.2M. The position accounts for 5.31% of the portfolio, ranked #4.

Ted Buchan & Co first reported a position in TIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.2M in Q1 2026. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Ted Buchan & Co held 148,331 shares of iShares TIPS Bond ETF worth $16.2M as of Q2 2026.
  • Ted Buchan & Co bought 1,199 iShares TIPS Bond ETF shares in Q2 2026, an estimated $133K.
  • iShares TIPS Bond ETF made up 5.31% of Ted Buchan & Co's portfolio in Q2 2026, its #4 holding.
  • Ted Buchan & Co first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Ted Buchan & Co's iShares TIPS Bond ETF position peaked at $16.2M in Q1 2026.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Ted Buchan & Co's 13F filing for Q2 2026, filed 23 Jul 2026.