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

Boyd Watterson 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 		$78.7K Buy
+719
New +$79.5K 0.02% 160
2025
Q2 		– Sell
-692
Closed -$76.9K – 434
2025
Q1 		$76.9K Buy
+692
New +$75.2K 0.02% 163
2024
Q3 		– Sell
-470
Closed -$50.2K – 442
2024
Q2 		$50.2K Buy
+470
New +$50K 0.01% 183
2020
Q1 		– Sell
-2,400
Closed -$280K – 118
2019
Q4 		$280K Sell
2,400
-2,508
-51% -$292K 0.18% 100
2019
Q3 		$571K Buy
+4,908
New +$570K 0.4% 73
2019
Q1 		– Sell
-3,661
Closed -$401K – 123
2018
Q4 		$401K Sell
3,661
-2,491
-40% -$272K 0.29% 82
2018
Q3 		$681K Sell
6,152
-1,641
-21% -$183K 0.39% 71
2018
Q2 		$880K Sell
7,793
-328
-4% -$36.8K 0.51% 55
2018
Q1 		$918K Buy
8,121
+3,500
+76% +$394K 0.46% 61
2017
Q4 		$527K Sell
4,621
-216
-4% -$24.6K 0.25% 92
2017
Q3 		$549K Sell
4,837
-145
-3% -$16.5K 0.27% 98
2017
Q2 		$565K Sell
4,982
-6,490
-57% -$742K 0.29% 95
2017
Q1 		$1.31M Buy
11,472
+5,262
+85% +$600K 0.66% 44
2016
Q4 		$703K Sell
6,210
-3,210
-34% -$367K 0.37% 81
2016
Q3 		$1.1M Sell
9,420
-225
-2% -$26.1K 0.54% 57
2016
Q2 		$1.13M Hold
9,645
– – 0.53% 57
2016
Q1 		$1.11M Buy
9,645
+130
+1% +$14.5K 0.54% 57
2015
Q4 		$1.04M Buy
9,515
+500
+6% +$55.3K 0.5% 61
2015
Q3 		$998K Sell
9,015
-105
-1% -$11.7K 0.43% 67
2015
Q2 		$1.02M Buy
9,120
+420
+5% +$47.5K 0.4% 73
2015
Q1 		$988K Buy
8,700
+250
+3% +$28.3K 0.4% 70
2014
Q4 		$946K Hold
8,450
– – 0.4% 75
2014
Q3 		$947K Buy
+8,450
New +$966K 0.41% 73

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

Boyd Watterson Asset Management's TIP Position: Q2 2026 in Review

Boyd Watterson Asset Management opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 719 shares worth $78.7K. The stake represents 0.02% of the portfolio and ranks #160 among its holdings. This is a return to the name: Boyd Watterson Asset Management previously reported a position in TIP as recently as Q1 2025.

Boyd Watterson Asset Management first reported a position in TIP in Q3 2014 and has held it in 23 quarters since. The position peaked at $1.31M in Q1 2017. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Boyd Watterson Asset Management held 719 shares of iShares TIPS Bond ETF worth $78.7K as of Q2 2026.
  • iShares TIPS Bond ETF was a new Boyd Watterson Asset Management position in Q2 2026.
  • iShares TIPS Bond ETF made up 0.02% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #160 holding.
  • Boyd Watterson Asset Management first reported a position in iShares TIPS Bond ETF in Q3 2014 and has held it in 23 quarters since.
  • Boyd Watterson Asset Management's iShares TIPS Bond ETF position peaked at $1.31M in Q1 2017.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.