UBS AM
TIP icon

UBS AM’s iShares TIPS Bond ETF TIP Stock Holding History

UBS AM’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 		$423K Hold
3,865
– – ﹤0.01% 2585
2026
Q1 		$427K Buy
3,865
+3,497
+950% +$387K ﹤0.01% 2590
2025
Q4 		$40.4K Buy
+368
New +$40.8K ﹤0.01% 2650
2019
Q4 		– Sell
-53,528
Closed -$6.22M – 1219
2019
Q3 		$6.22M Buy
53,528
+605
+1% +$70.2K ﹤0.01% 1124
2019
Q2 		$6.11M Buy
52,923
+6,203
+13% +$705K ﹤0.01% 1129
2019
Q1 		$5.28M Sell
46,720
-1,607
-3% -$178K ﹤0.01% 1132
2018
Q4 		$5.29M Sell
48,327
-7,576
-14% -$827K ﹤0.01% 1079
2018
Q3 		$6.18M Sell
55,903
-3,375
-6% -$377K ﹤0.01% 1076
2018
Q2 		$6.69M Sell
59,278
-1,265
-2% -$142K 0.01% 1056
2018
Q1 		$6.84M Buy
60,543
+3,085
+5% +$347K 0.01% 1033
2017
Q4 		$6.55M Buy
57,458
+3,027
+6% +$344K 0.01% 1027
2017
Q3 		$6.18M Sell
54,431
-14,136
-21% -$1.61M 0.01% 1016
2017
Q2 		$7.78M Sell
68,567
-2,654
-4% -$303K 0.01% 942
2017
Q1 		$8.17M Buy
71,221
+38,070
+115% +$4.34M 0.01% 925
2016
Q4 		$3.75M Buy
+33,151
New +$3.79M ﹤0.01% 1062
2016
Q3 		– Hold
0
– – – 1128
2016
Q2 		– Hold
0
– – – 1102
2016
Q1 		– Hold
0
– – – 968
2015
Q4 		– Hold
0
– – – 964
2015
Q3 		– Hold
0
– – – 995
2015
Q2 		– Hold
0
– – – 996
2015
Q1 		– Hold
0
– – – 985
2014
Q4 		– Hold
0
– – – 943
2014
Q3 		– Hold
0
– – – 1042
2014
Q2 		– Hold
0
– – – 1538
2014
Q1 		– Hold
0
– – – 1527
2013
Q4 		– Hold
0
– – – 1472
2013
Q3 		– Hold
0
– – – 1651
2013
Q2 		– Hold
0
– – – 1495

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

UBS AM's TIP Position: Q2 2026 in Review

UBS AM held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 3,865 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #2585.

UBS AM first reported a position in TIP in Q4 2016 and has held it in 15 quarters since. The position peaked at $8.17M in Q1 2017. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • UBS AM held 3,865 shares of iShares TIPS Bond ETF worth $423K as of Q2 2026.
  • UBS AM left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2585 holding.
  • UBS AM first reported a position in iShares TIPS Bond ETF in Q4 2016 and has held it in 15 quarters since.
  • UBS AM's iShares TIPS Bond ETF position peaked at $8.17M in Q1 2017.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.