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Westmount Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Westmount 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 		$355K Hold
3,240
– – 0.08% 193
2026
Q1 		$358K Hold
3,240
– – 0.09% 184
2025
Q4 		$356K Hold
3,240
– – 0.09% 174
2025
Q3 		$360K Hold
3,240
– – 0.09% 170
2025
Q2 		$357K Sell
3,240
-1,135
-26% -$124K 0.1% 165
2025
Q1 		$486K Buy
4,375
+1,135
+35% +$123K 0.15% 123
2024
Q4 		$345K Hold
3,240
– – 0.1% 154
2024
Q3 		$358K Hold
3,240
– – 0.11% 149
2024
Q2 		$343K Buy
3,240
+25
+0.8% +$2.66K 0.11% 143
2024
Q1 		$345K Buy
3,215
+92
+3% +$9.83K 0.12% 145
2023
Q4 		$336K Sell
3,123
-1,134
-27% -$119K 0.14% 141
2023
Q3 		$442K Sell
4,257
-101
-2% -$10.7K 0.19% 118
2023
Q2 		$469K Sell
4,358
-6
-0.1% -$653 0.2% 106
2023
Q1 		$481K Sell
4,364
-569
-12% -$61.6K 0.22% 103
2022
Q4 		$525K Buy
+4,933
New +$527K 0.27% 89

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

Westmount Partners's TIP Position: Q2 2026 in Review

Westmount Partners held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 3,240 shares worth $355K. The position accounts for 0.08% of the portfolio, ranked #193.

Westmount Partners first reported a position in TIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $525K in Q4 2022. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Westmount Partners held 3,240 shares of iShares TIPS Bond ETF worth $355K as of Q2 2026.
  • Westmount Partners left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.08% of Westmount Partners's portfolio in Q2 2026, its #193 holding.
  • Westmount Partners first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Westmount Partners's iShares TIPS Bond ETF position peaked at $525K in Q4 2022.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.