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Boreal Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Boreal Capital Management’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 		$25.2K Buy
+230
New +$25.4K 0.02% 236
2026
Q1 		– Sell
-230
Closed -$25.5K – 230
2025
Q4 		$25.3K Hold
230
– – 0.02% 244
2025
Q3 		$25.6K Hold
230
– – 0.02% 254
2025
Q2 		$25.3K Buy
+230
New +$25.1K 0.02% 259

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

Boreal Capital Management's TIP Position: Q2 2026 in Review

Boreal Capital Management opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 230 shares worth $25.2K. The stake represents 0.02% of the portfolio and ranks #236 among its holdings. This is a return to the name: Boreal Capital Management previously reported a position in TIP as recently as Q4 2025.

Boreal Capital Management first reported a position in TIP in Q2 2025 and has held it in 4 quarters since. The position peaked at $25.6K in Q3 2025. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Boreal Capital Management held 230 shares of iShares TIPS Bond ETF worth $25.2K as of Q2 2026.
  • iShares TIPS Bond ETF was a new Boreal Capital Management position in Q2 2026.
  • iShares TIPS Bond ETF made up 0.02% of Boreal Capital Management's portfolio in Q2 2026, its #236 holding.
  • Boreal Capital Management first reported a position in iShares TIPS Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's iShares TIPS Bond ETF position peaked at $25.6K in Q3 2025.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.