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BFSG LLC’s iShares TIPS Bond ETF TIP Stock Holding History

BFSG LLC’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 		$39.5K Hold
361
– – ﹤0.01% 454
2026
Q1 		$39.8K Hold
361
– – ﹤0.01% 437
2025
Q4 		$39.7K Hold
361
– – ﹤0.01% 426
2025
Q3 		$40.2K Sell
361
-41
-10% -$4.53K ﹤0.01% 424
2025
Q2 		$44.2K Sell
402
-76
-16% -$8.29K ﹤0.01% 400
2025
Q1 		$53.1K Buy
478
+36
+8% +$3.91K 0.01% 370
2024
Q4 		$47.1K Sell
442
-47
-10% -$5.09K 0.01% 380
2024
Q3 		$54K Sell
489
-2
-0.4% -$217 0.01% 374
2024
Q2 		$52.4K Sell
491
-2
-0.4% -$213 0.01% 359
2024
Q1 		$53K Hold
493
– – 0.01% 372
2023
Q4 		$53K Buy
+493
New +$51.5K 0.01% 350

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

BFSG LLC's TIP Position: Q2 2026 in Review

BFSG LLC held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 361 shares worth $39.5K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

BFSG LLC first reported a position in TIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $54K in Q3 2024. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • BFSG LLC held 361 shares of iShares TIPS Bond ETF worth $39.5K as of Q2 2026.
  • BFSG LLC left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #454 holding.
  • BFSG LLC first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • BFSG LLC's iShares TIPS Bond ETF position peaked at $54K in Q3 2024.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.