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Viewpoint Investment Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Viewpoint Investment Partners’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 		$51.6M Buy
471,660
+194,100
+70% +$21.5M 17.82% 1
2026
Q1 		$22.4M Sell
277,560
-101,640
-27% -$11.2M 10.38% 1
2025
Q4 		$41.7M Buy
379,200
+60,700
+19% +$6.73M 19.84% 1
2025
Q3 		$35M Hold
318,500
– – 19.15% 2
2025
Q2 		$35M Sell
318,500
-335,300
-51% -$36.6M 19.17% 2
2025
Q1 		$72.6M Buy
653,800
+273,400
+72% +$29.7M 39.23% 1
2024
Q4 		$40.5M Sell
380,400
-189,500
-33% -$20.5M 52.84% 1
2024
Q3 		$63M Buy
569,900
+65,200
+13% +$7.08M 50.54% 1
2024
Q2 		$53.9M Buy
504,700
+40,700
+9% +$4.33M 47.22% 1
2024
Q1 		$49.8M Buy
464,000
+111,200
+32% +$11.9M 38.13% 1
2023
Q4 		$37.9M Buy
352,800
+85,500
+32% +$8.94M 26.44% 2
2023
Q3 		$27.7M Buy
267,300
+88,000
+49% +$9.31M 23.28% 2
2023
Q2 		$19.3M Buy
179,300
+67,200
+60% +$7.32M 12.14% 4
2023
Q1 		$12.4M Sell
112,100
-61,200
-35% -$6.62M 9.83% 3
2022
Q4 		$18.4M Buy
173,300
+71,000
+69% +$7.58M 18.02% 3
2022
Q3 		$10.7M Sell
102,300
-24,000
-19% -$2.72M 12.78% 4
2022
Q2 		$14.4M Sell
126,300
-9,000
-7% -$1.07M 16.36% 3
2022
Q1 		$17.5M Sell
135,300
-43,500
-24% -$5.47M 13.86% 3
2021
Q4 		$23.1M Buy
178,800
+14,200
+9% +$1.83M 13.06% 2
2021
Q3 		$21M Buy
164,600
+56,000
+52% +$7.22M 12.24% 2
2021
Q2 		$13.9M Buy
108,600
+11,500
+12% +$1.46M 9.15% 2
2021
Q1 		$12.2M Sell
97,100
-17,100
-15% -$2.16M 9.29% 2
2020
Q4 		$14M Buy
114,200
+40,638
+55% +$5.13M 13.11% 2
2020
Q3 		$9.05M Buy
73,562
+10,762
+17% +$1.35M 8.42% 3
2020
Q2 		$7.72M Buy
62,800
+35,900
+133% +$4.36M 7.26% 3
2020
Q1 		$3.17M Sell
26,900
-8,900
-25% -$1.05M 6.99% 4
2019
Q4 		$4.17M Buy
35,800
+29,432
+462% +$3.42M 4.43% 5
2019
Q3 		$741K Buy
+6,368
New +$739K 1.01% 4

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

Viewpoint Investment Partners's TIP Position: Q2 2026 in Review

Viewpoint Investment Partners increased its iShares TIPS Bond ETF (TIP) stake by 70% in Q2 2026, buying an estimated $21.5M and bringing the position to 471,660 shares worth $51.6M. The position accounts for 17.82% of the portfolio, ranked #1.

Viewpoint Investment Partners first reported a position in TIP in Q3 2019 and has held it in 28 quarters since. The position peaked at $72.6M in Q1 2025. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Viewpoint Investment Partners held 471,660 shares of iShares TIPS Bond ETF worth $51.6M as of Q2 2026.
  • Viewpoint Investment Partners bought 194,100 iShares TIPS Bond ETF shares in Q2 2026, an estimated $21.5M.
  • iShares TIPS Bond ETF made up 17.82% of Viewpoint Investment Partners's portfolio in Q2 2026, its #1 holding.
  • Viewpoint Investment Partners first reported a position in iShares TIPS Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • Viewpoint Investment Partners's iShares TIPS Bond ETF position peaked at $72.6M in Q1 2025.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Viewpoint Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.