TIP — IShares Tr U S Treas Inflation COM

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  ·  73 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported IShares Tr U S Treas Inflation COM (TIP) in 73 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.57% in 2025 Q1. The latest visible filing shows TIP at 3.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TIP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BALDWIN WEALTH PARTNERS LLC/MA's position in IShares Tr U S Treas Inflation COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TIP was reported at 3.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.57% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TIP stock page BALDWIN WEALTH PARTNERS LLC/MA fund profile BALDWIN WEALTH PARTNERS LLC/MA full holdings
How BALDWIN WEALTH PARTNERS LLC/MA held TIP — position size vs. price
% of Fund (quarterly)    TIP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 460,411 +17,036 +3.8% 3.24% $50.6M 2026-02-14 (Est.) $111.39
2025 Q3 REDUCED 443,375 -13,849 -3.0% 3.21% $49.3M 2025-10-14 $110.64
2025 Q2 REDUCED 457,224 -891 -0.2% 3.42% $50.3M 2025-07-24 $107.86
2025 Q1 ADDED 458,115 +28,932 +6.7% 3.57% $50.9M 2025-04-14 $105.49
2024 Q4 ADDED 429,183 +147,849 +52.6% 3.16% $45.7M 2025-01-22 $103.52
2024 Q3 REDUCED 281,334 -4,968 -1.7% 2.12% $31.1M 2024-10-16 $105.38
2024 Q2 REDUCED 286,302 -46,069 -13.9% 2.38% $30.6M 2024-07-12 $103.14
2024 Q1 ADDED 332,371 +11,939 +3.7% 2.69% $35.7M 2024-04-12 $100.04
2023 Q4 ADDED 320,432 +51,104 +19.0% 2.71% $34.4M 2024-01-08 $100.87
2023 Q3 ADDED 269,328 +5,170 +2.0% 2.40% $27.9M 2023-10-10 $96.54
63 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TIP

As of 2025 Q4 — sorted by position size

Vinland Capital Management Gestora de Recursos LTDA. 27.68% Vinland Capital Management Gestora de Recursos LTDA. 20.48% VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 19.84% MARTIN & CO INC /TN/ 3Y 7Y 11.97% DORVAL Corp 6.14% Wealth Forward, LLC 5.76% Cypress Capital, LLC 3Y 7Y 5.09% MUSTICO FINANCIAL GROUP, INC. 5.06% Arbor Investment Advisors, LLC 3Y 7Y 4.71% Ameraudi Asset Management, Inc. 3Y 4.7%

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and TIP

These are the practical questions this page is built to answer before you even open the full history table.

How long has BALDWIN WEALTH PARTNERS LLC/MA reported owning TIP?

BALDWIN WEALTH PARTNERS LLC/MA reported TIP across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported TIP position in BALDWIN WEALTH PARTNERS LLC/MA's portfolio?

The largest reported portfolio weight for TIP was 3.57% in 2025 Q1.

What is the latest reported TIP position on this page?

The most recent filing on this page is 2025 Q4, when BALDWIN WEALTH PARTNERS LLC/MA reported 460,411 shares, equal to 3.24% of portfolio, with an estimated market value of $50.6M.

What does the chart on this TIP ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA's quarterly TIP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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