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Barrett & Company’s iShares TIPS Bond ETF TIP Stock Holding History

Barrett & Company’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
Q1 		$112K Sell
1,019
-62
-6% -$6.86K 0.04% 194
2025
Q4 		$119K Sell
1,081
-7
-0.6% -$777 0.04% 195
2025
Q3 		$121K Hold
1,088
– – 0.04% 197
2025
Q2 		$120K Hold
1,088
– – 0.04% 189
2025
Q1 		$121K Hold
1,088
– – 0.05% 172
2024
Q4 		$116K Sell
1,088
-136
-11% -$14.7K 0.05% 175
2024
Q3 		$135K Sell
1,224
-128
-9% -$13.9K 0.06% 165
2024
Q2 		$144K Hold
1,352
– – 0.07% 160
2024
Q1 		$145K Hold
1,352
– – 0.07% 155
2023
Q4 		$145K Hold
1,352
– – 0.08% 147
2023
Q3 		$140K Hold
1,352
– – 0.08% 143
2023
Q2 		$146K Hold
1,352
– – 0.08% 146
2023
Q1 		$149K Buy
1,352
+150
+12% +$16.2K 0.09% 142
2022
Q4 		$128K Hold
1,202
– – 0.08% 142
2022
Q3 		$128K Buy
+1,202
New +$136K 0.08% 142

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barrett & Company's TIP Position: Q1 2026 in Review

Barrett & Company reduced its iShares TIPS Bond ETF (TIP) stake by 5.7% in Q1 2026, selling an estimated $6.86K and leaving 1,019 shares worth $112K. The position accounts for 0.04% of the portfolio, ranked #194.

Barrett & Company first reported a position in TIP in Q3 2022 and has held it in 15 quarters since. The position peaked at $149K in Q1 2023. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Barrett & Company held 1,019 shares of iShares TIPS Bond ETF worth $112K as of Q1 2026.
  • Barrett & Company sold 62 iShares TIPS Bond ETF shares in Q1 2026, an estimated $6.86K.
  • iShares TIPS Bond ETF made up 0.04% of Barrett & Company's portfolio in Q1 2026, its #194 holding.
  • Barrett & Company first reported a position in iShares TIPS Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Barrett & Company's iShares TIPS Bond ETF position peaked at $149K in Q1 2023.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.