BOS Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History

BOS Asset 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	$1.09M	Buy	9,922 +6	+0.1%	+$663	0.25%	74
2026 Q1	$1.09M	Hold	9,916	–	–	0.28%	68
2025 Q4	$1.09M	Sell	9,916 -166	-2%	-$18.4K	0.29%	64
2025 Q3	$1.12M	Buy	10,082 +103	+1%	+$11.4K	0.32%	61
2025 Q2	$1.1M	Sell	9,979 -50	-0.5%	-$5.45K	0.35%	57
2025 Q1	$1.11M	Sell	10,029 -338	-3%	-$36.7K	0.38%	50
2024 Q4	$1.1M	Hold	10,367	–	–	0.4%	50
2024 Q3	$1.15M	Sell	10,367 -1,656	-14%	-$180K	0.42%	44
2024 Q2	$1.28M	Buy	12,023 +702	+6%	+$74.6K	0.59%	38
2024 Q1	$1.22M	Sell	11,321 -1,019	-8%	-$109K	0.64%	37
2023 Q4	$1.33M	Sell	12,340 -10,759	-47%	-$1.12M	0.91%	28
2023 Q3	$2.4M	Sell	23,099 -1,011	-4%	-$107K	1.76%	11
2023 Q2	$2.59M	Sell	24,110 -2,355	-9%	-$256K	2.02%	11
2023 Q1	$2.92M	Sell	26,465 -2,771	-9%	-$300K	2.43%	9
2022 Q4	$3.11M	Buy	+29,236	New	+$3.12M	2.78%	10

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BOS Asset Management's TIP Position: Q2 2026 in Review

BOS Asset Management increased its iShares TIPS Bond ETF (TIP) stake by 0.06% in Q2 2026, buying an estimated $663 and bringing the position to 9,922 shares worth $1.09M. The position accounts for 0.25% of the portfolio, ranked #74.

BOS Asset Management first reported a position in TIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.11M in Q4 2022. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

BOS Asset Management held 9,922 shares of iShares TIPS Bond ETF worth $1.09M as of Q2 2026.
BOS Asset Management bought 6 iShares TIPS Bond ETF shares in Q2 2026, an estimated $663.
iShares TIPS Bond ETF made up 0.25% of BOS Asset Management's portfolio in Q2 2026, its #74 holding.
BOS Asset Management first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
BOS Asset Management's iShares TIPS Bond ETF position peaked at $3.11M in Q4 2022.
1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.