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

Boston 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
Q2 		$361K Sell
3,300
-716
-18% -$79.2K 0.02% 254
2026
Q1 		$443K Buy
4,016
+1,200
+43% +$133K 0.03% 234
2025
Q4 		$310K Buy
2,816
+795
+39% +$88.2K 0.02% 258
2025
Q3 		$225K Hold
2,021
– – 0.01% 281
2025
Q2 		$222K Sell
2,021
-380
-16% -$41.4K 0.01% 273
2025
Q1 		$267K Buy
2,401
+47
+2% +$5.11K 0.02% 251
2024
Q4 		$251K Buy
2,354
+166
+8% +$18K 0.02% 248
2024
Q3 		$242K Buy
2,188
+23
+1% +$2.5K 0.02% 251
2024
Q2 		$231K Buy
+2,165
New +$230K 0.02% 242

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

Boston Family Office's TIP Position: Q2 2026 in Review

Boston Family Office reduced its iShares TIPS Bond ETF (TIP) stake by 18% in Q2 2026, selling an estimated $79.2K and leaving 3,300 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #254.

Boston Family Office first reported a position in TIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $443K in Q1 2026. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Boston Family Office held 3,300 shares of iShares TIPS Bond ETF worth $361K as of Q2 2026.
  • Boston Family Office sold 716 iShares TIPS Bond ETF shares in Q2 2026, an estimated $79.2K.
  • iShares TIPS Bond ETF made up 0.02% of Boston Family Office's portfolio in Q2 2026, its #254 holding.
  • Boston Family Office first reported a position in iShares TIPS Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Boston Family Office's iShares TIPS Bond ETF position peaked at $443K in Q1 2026.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.