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 Q2	–	Sell	-1,550	Closed	-$171K	–	134
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Viewpoint Capital Management's TIP Position: Q2 2026 in Review

Viewpoint Capital Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 1,550 shares — an estimated $171K sold.

Viewpoint Capital Management first reported a position in TIP in Q4 2021 and held it in 18 quarters. The position peaked at $416K in Q4 2021. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Viewpoint Capital Management reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
Viewpoint Capital Management sold 1,550 iShares TIPS Bond ETF shares in Q2 2026, an estimated $171K.
Viewpoint Capital Management first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 18 quarters.
Viewpoint Capital Management's iShares TIPS Bond ETF position peaked at $416K in Q4 2021.
1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.