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

Viewpoint 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 Q1	$171K	Sell	1,550 -300	-16%	-$33.2K	0.08%	102
2025 Q4	$203K	Hold	1,850	–	–	0.09%	103
2025 Q3	$206K	Hold	1,850	–	–	0.09%	107
2025 Q2	$204K	Hold	1,850	–	–	0.1%	101
2025 Q1	$206K	Hold	1,850	–	–	0.11%	100
2024 Q4	$197K	Hold	1,850	–	–	0.1%	101
2024 Q3	$204K	Hold	1,850	–	–	0.11%	102
2024 Q2	$198K	Hold	1,850	–	–	0.12%	100
2024 Q1	$199K	Hold	1,850	–	–	0.13%	102
2023 Q4	$199K	Hold	1,850	–	–	0.14%	95
2023 Q3	$192K	Hold	1,850	–	–	0.15%	89
2023 Q2	$199K	Hold	1,850	–	–	0.15%	88
2023 Q1	$204K	Sell	1,850 -60	-3%	-$6.49K	0.18%	81
2022 Q4	$203K	Hold	1,910	–	–	0.2%	79
2022 Q3	$200K	Hold	1,910	–	–	0.2%	77
2022 Q2	$218K	Sell	1,910 -1,310	-41%	-$155K	0.2%	75
2022 Q1	$401K	Hold	3,220	–	–	0.31%	61
2021 Q4	$416K	Buy	+3,220	New	+$415K	0.3%	65

Other funds holding TIP

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

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 $5.72T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SLI

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Viewpoint Capital Management's TIP Position: Q1 2026 in Review

Viewpoint Capital Management reduced its iShares TIPS Bond ETF (TIP) stake by 16% in Q1 2026, selling an estimated $33.2K and leaving 1,550 shares worth $171K. The position accounts for 0.08% of the portfolio, ranked #102.

Viewpoint Capital Management first reported a position in TIP in Q4 2021 and has held it in 18 quarters since. The position peaked at $416K in Q4 2021. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Viewpoint Capital Management held 1,550 shares of iShares TIPS Bond ETF worth $171K as of Q1 2026.
Viewpoint Capital Management sold 300 iShares TIPS Bond ETF shares in Q1 2026, an estimated $33.2K.
iShares TIPS Bond ETF made up 0.08% of Viewpoint Capital Management's portfolio in Q1 2026, its #102 holding.
Viewpoint Capital Management first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 18 quarters since.
Viewpoint Capital Management's iShares TIPS Bond ETF position peaked at $416K in Q4 2021.
1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.