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Blue Fin Capital’s iShares TIPS Bond ETF TIP Stock Holding History

Blue Fin Capital’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 		$1.72M Buy
15,714
+107
+0.7% +$11.8K 0.25% 62
2026
Q1 		$1.72M Buy
15,607
+589
+4% +$65.2K 0.28% 59
2025
Q4 		$1.65M Buy
15,018
+635
+4% +$70.4K 0.26% 59
2025
Q3 		$1.6M Sell
14,383
-82
-0.6% -$9.06K 0.25% 59
2025
Q2 		$1.59M Sell
14,465
-650
-4% -$70.9K 0.27% 59
2025
Q1 		$1.68M Sell
15,115
-103
-0.7% -$11.2K 0.33% 57
2024
Q4 		$1.62M Sell
15,218
-287
-2% -$31.1K 0.3% 56
2024
Q3 		$1.71M Sell
15,505
-578
-4% -$62.8K 0.33% 56
2024
Q2 		$1.72M Sell
16,083
-36
-0.2% -$3.83K 0.34% 51
2024
Q1 		$1.73M Sell
16,119
-1,899
-11% -$203K 0.39% 51
2023
Q4 		$1.94M Sell
18,018
-6,626
-27% -$693K 0.5% 46
2023
Q3 		$2.56M Sell
24,644
-2,580
-9% -$273K 0.75% 30
2023
Q2 		$2.93M Sell
27,224
-11,896
-30% -$1.3M 0.84% 27
2023
Q1 		$4.3M Sell
39,120
-1,414
-3% -$153K 1.39% 16
2022
Q4 		$4.31M Sell
40,534
-4,877
-11% -$521K 1.58% 15
2022
Q3 		$4.76M Buy
45,411
+820
+2% +$92.9K 1.8% 14
2022
Q2 		$5.08M Sell
44,591
-54
-0.1% -$6.4K 1.8% 14
2022
Q1 		$5.56M Buy
44,645
+4,315
+11% +$543K 1.61% 14
2021
Q4 		$5.21M Buy
40,330
+4,180
+12% +$539K 1.44% 15
2021
Q3 		$4.62M Buy
36,150
+2,540
+8% +$328K 1.41% 16
2021
Q2 		$4.3M Buy
33,610
+941
+3% +$120K 1.33% 17
2021
Q1 		$4.1M Buy
32,669
+10,086
+45% +$1.28M 1.41% 15
2020
Q4 		$2.88M Sell
22,583
-295
-1% -$37.2K 1.03% 26
2020
Q3 		$2.89M Buy
22,878
+4,939
+28% +$620K 1.17% 20
2020
Q2 		$2.21M Buy
17,939
+8,135
+83% +$989K 0.98% 28
2020
Q1 		$1.16M Sell
9,804
-127
-1% -$15K 0.64% 47
2019
Q4 		$1.16M Sell
9,931
-313
-3% -$36.4K 0.55% 60
2019
Q3 		$1.19M Sell
10,244
-1,137
-10% -$132K 0.62% 50
2019
Q2 		$1.31M Sell
11,381
-1,003
-8% -$114K 0.68% 48
2019
Q1 		$1.4M Sell
12,384
-719
-5% -$79.8K 0.74% 42
2018
Q4 		$1.43M Sell
13,103
-565
-4% -$61.7K 0.86% 32
2018
Q3 		$1.51M Sell
13,668
-598
-4% -$66.8K 0.75% 37
2018
Q2 		$1.61M Buy
14,266
+3,568
+33% +$400K 0.86% 31
2018
Q1 		$1.21M Buy
10,698
+120
+1% +$13.5K 0.68% 40
2017
Q4 		$1.21M Sell
10,578
-105
-1% -$11.9K 0.7% 40
2017
Q3 		$1.21M Buy
10,683
+85
+0.8% +$9.68K 0.74% 40
2017
Q2 		$1.2M Buy
10,598
+9
+0.1% +$1.03K 0.77% 39
2017
Q1 		$1.21M Sell
10,589
-65
-0.6% -$7.41K 0.74% 41
2016
Q4 		$1.21M Buy
10,654
+6,754
+173% +$771K 0.8% 37
2016
Q3 		$454K Sell
3,900
-40
-1% -$4.64K 0.37% 73
2016
Q2 		$460K Sell
3,940
-70
-2% -$8.04K 0.38% 74
2016
Q1 		$460K Sell
4,010
-334
-8% -$37.3K 0.39% 71
2015
Q4 		$476K Sell
4,344
-165
-4% -$18.2K 0.37% 74
2015
Q3 		$499K Sell
4,509
-365
-7% -$40.7K 0.39% 72
2015
Q2 		$546K Buy
4,874
+5
+0.1% +$565 0.39% 70
2015
Q1 		$553K Sell
4,869
-45
-0.9% -$5.1K 0.4% 69
2014
Q4 		$550K Sell
4,914
-170
-3% -$19.2K 0.41% 68
2014
Q3 		$570K Hold
5,084
– – 0.45% 64
2014
Q2 		$586K Sell
5,084
-250
-5% -$28.5K 0.47% 65
2014
Q1 		$598K Buy
5,334
+5
+0.1% +$559 0.53% 63
2013
Q4 		$586K Buy
+5,329
New +$595K 0.52% 64

Other funds holding TIP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Blue Fin Capital's TIP Position: Q2 2026 in Review

Blue Fin Capital increased its iShares TIPS Bond ETF (TIP) stake by 0.69% in Q2 2026, buying an estimated $11.8K and bringing the position to 15,714 shares worth $1.72M. The position accounts for 0.25% of the portfolio, ranked #62.

Blue Fin Capital first reported a position in TIP in Q4 2013 and has held it in 51 quarters since. The position peaked at $5.56M in Q1 2022. 532 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Blue Fin Capital held 15,714 shares of iShares TIPS Bond ETF worth $1.72M as of Q2 2026.
  • Blue Fin Capital bought 107 iShares TIPS Bond ETF shares in Q2 2026, an estimated $11.8K.
  • iShares TIPS Bond ETF made up 0.25% of Blue Fin Capital's portfolio in Q2 2026, its #62 holding.
  • Blue Fin Capital first reported a position in iShares TIPS Bond ETF in Q4 2013 and has held it in 51 quarters since.
  • Blue Fin Capital's iShares TIPS Bond ETF position peaked at $5.56M in Q1 2022.
  • 532 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.