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Winter & Associates’s iShares TIPS Bond ETF TIP Stock Holding History

Winter & Associates’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
-4,359
Closed -$483K – 98
2026
Q1 		$483K Sell
4,359
-1,429
-25% -$158K 0.42% 46
2025
Q4 		$636K Buy
+5,788
New +$642K 0.59% 39

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

Winter & Associates's TIP Position: Q2 2026 in Review

Winter & Associates sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 4,359 shares — an estimated $483K sold.

Winter & Associates first reported a position in TIP in Q4 2025 and held it in 2 quarters. The position peaked at $636K in Q4 2025. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Winter & Associates reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Winter & Associates sold 4,359 iShares TIPS Bond ETF shares in Q2 2026, an estimated $483K.
  • Winter & Associates first reported a position in iShares TIPS Bond ETF in Q4 2025 and held it in 2 quarters.
  • Winter & Associates's iShares TIPS Bond ETF position peaked at $636K in Q4 2025.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.