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Biltmore Family Office’s iShares TIPS Bond ETF TIP Stock Holding History

Biltmore Family Office’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 		$54.1K Hold
490
– – 0.01% 271
2025
Q4 		$53.9K Hold
490
– – 0.01% 266
2025
Q3 		$54.5K Sell
490
-55
-10% -$6.08K 0.01% 240
2025
Q2 		$60K Buy
545
+245
+82% +$26.7K 0.01% 233
2025
Q1 		$33.3K Hold
300
– – 0.01% 235
2024
Q4 		$32K Buy
+300
New +$32.5K 0.01% 238
2023
Q4 		– Sell
-150
Closed -$15.6K – 249
2023
Q3 		$15.6K Sell
150
-225
-60% -$23.8K ﹤0.01% 215
2023
Q2 		$40.4K Hold
375
– – 0.01% 199
2023
Q1 		$41.3K Hold
375
– – 0.01% 238
2022
Q4 		$39.9K Hold
375
– – 0.01% 229
2022
Q3 		$39K Hold
375
– – 0.01% 183
2022
Q2 		$43K Hold
375
– – 0.01% 182
2022
Q1 		$47K Sell
375
-50
-12% -$6.29K 0.01% 188
2021
Q4 		$55K Buy
425
+225
+113% +$29K 0.01% 204
2021
Q3 		$26K Buy
+200
New +$25.8K 0.01% 194
2021
Q1 		– Sell
-50
Closed -$6K – 190
2020
Q4 		$6K Hold
50
– – ﹤0.01% 180
2020
Q3 		$6K Sell
50
-54
-52% -$6.78K ﹤0.01% 160
2020
Q2 		$13K Hold
104
– – 0.01% 168
2020
Q1 		$12K Buy
104
+50
+93% +$5.89K 0.01% 164
2019
Q4 		$6K Buy
+54
New +$6.28K ﹤0.01% 200
2018
Q4 		– Sell
-10,670
Closed -$1.18M – 150
2018
Q3 		$1.18M Sell
10,670
-3,395
-24% -$379K 0.56% 50
2018
Q2 		$1.59M Sell
14,065
-3,310
-19% -$371K 0.79% 39
2018
Q1 		$1.96M Sell
17,375
-4,910
-22% -$553K 0.87% 38
2017
Q4 		$2.54M Buy
+22,285
New +$2.53M 1.15% 31

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 $105B AUM 38.07% 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

Biltmore Family Office's TIP Position: Q1 2026 in Review

Biltmore Family Office held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 490 shares worth $54.1K. The position accounts for 0.01% of the portfolio, ranked #271.

Biltmore Family Office first reported a position in TIP in Q4 2017 and has held it in 24 quarters since. The position peaked at $2.54M in Q4 2017. 1,014 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Biltmore Family Office held 490 shares of iShares TIPS Bond ETF worth $54.1K as of Q1 2026.
  • Biltmore Family Office left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
  • iShares TIPS Bond ETF made up 0.01% of Biltmore Family Office's portfolio in Q1 2026, its #271 holding.
  • Biltmore Family Office first reported a position in iShares TIPS Bond ETF in Q4 2017 and has held it in 24 quarters since.
  • Biltmore Family Office's iShares TIPS Bond ETF position peaked at $2.54M in Q4 2017.
  • 1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.