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Tidemark’s iShares TIPS Bond ETF TIP Stock Holding History

Tidemark’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 		$123K Hold
1,127
– – 0.03% 203
2026
Q1 		$124K Sell
1,127
-18
-2% -$1.99K 0.03% 175
2025
Q4 		$126K Hold
1,145
– – 0.04% 162
2025
Q3 		$127K Hold
1,145
– – 0.04% 170
2025
Q2 		$126K Hold
1,145
– – 0.04% 162
2025
Q1 		$127K Sell
1,145
-10
-0.9% -$1.09K 0.05% 152
2024
Q4 		$123K Sell
1,155
-276
-19% -$29.9K 0.05% 157
2024
Q3 		$158K Buy
1,431
+2
+0.1% +$217 0.06% 127
2024
Q2 		$153K Sell
1,429
-1,478
-51% -$157K 0.07% 124
2024
Q1 		$312K Sell
2,907
-191
-6% -$20.4K 0.17% 92
2023
Q4 		$333K Buy
+3,098
New +$324K 0.21% 78

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

Tidemark's TIP Position: Q2 2026 in Review

Tidemark held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 1,127 shares worth $123K. The position accounts for 0.03% of the portfolio, ranked #203.

Tidemark first reported a position in TIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $333K in Q4 2023. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Tidemark held 1,127 shares of iShares TIPS Bond ETF worth $123K as of Q2 2026.
  • Tidemark left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.03% of Tidemark's portfolio in Q2 2026, its #203 holding.
  • Tidemark first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Tidemark's iShares TIPS Bond ETF position peaked at $333K in Q4 2023.
  • 1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.