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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
Q3 		$1.01M Sell
9,679
-243
-2% -$26K 0.24% 77
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

KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

BOS Asset Management's TIP Position: Q3 2026 in Review

BOS Asset Management reduced its iShares TIPS Bond ETF (TIP) stake by 2.4% in Q3 2026, selling an estimated $26K and leaving 9,679 shares worth $1.01M. The position accounts for 0.24% of the portfolio, ranked #77.

BOS Asset Management first reported a position in TIP in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.11M in Q4 2022. 58 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • BOS Asset Management held 9,679 shares of iShares TIPS Bond ETF worth $1.01M as of Q3 2026.
  • BOS Asset Management sold 243 iShares TIPS Bond ETF shares in Q3 2026, an estimated $26K.
  • iShares TIPS Bond ETF made up 0.24% of BOS Asset Management's portfolio in Q3 2026, its #77 holding.
  • BOS Asset Management first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • BOS Asset Management's iShares TIPS Bond ETF position peaked at $3.11M in Q4 2022.
  • 58 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.