BFS
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Bare Financial Services’s iShares TIPS Bond ETF TIP Stock Holding History

Bare Financial Services’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 		$15.3K Hold
140
– – ﹤0.01% 396
2026
Q1 		$15.4K Hold
140
– – ﹤0.01% 174
2025
Q4 		$15.4K Sell
140
-18
-11% -$2K ﹤0.01% 152
2025
Q3 		$17.6K Hold
158
– – 0.01% 134
2025
Q2 		$17.4K Hold
158
– – 0.01% 117
2025
Q1 		$17.6K Hold
158
– – 0.01% 91
2024
Q4 		$16.8K Hold
158
– – 0.01% 89
2024
Q3 		$17.5K Hold
158
– – 0.01% 86
2024
Q2 		$17.1K Hold
158
– – 0.01% 84
2024
Q1 		$16.7K Buy
+158
New +$16.9K 0.02% 78

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

Bare Financial Services's TIP Position: Q2 2026 in Review

Bare Financial Services held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 140 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Bare Financial Services first reported a position in TIP in Q1 2024 and has held it in 10 quarters since. The position peaked at $17.6K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Bare Financial Services held 140 shares of iShares TIPS Bond ETF worth $15.3K as of Q2 2026.
  • Bare Financial Services left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #396 holding.
  • Bare Financial Services first reported a position in iShares TIPS Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Bare Financial Services's iShares TIPS Bond ETF position peaked at $17.6K in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.