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Colony Family Offices’s iShares TIPS Bond ETF TIP Stock Holding History

Colony Family Offices’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 		$265K Hold
2,421
– – 0.06% 51
2026
Q1 		$267K Buy
2,421
+188
+8% +$20.8K 0.07% 49
2025
Q4 		$245K Hold
2,233
– – 0.06% 52
2025
Q3 		$248K Buy
2,233
+194
+10% +$21.4K 0.06% 53
2025
Q2 		$224K Hold
2,039
– – 0.06% 53
2025
Q1 		$227K Hold
2,039
– – 0.07% 51
2024
Q4 		$217K Hold
2,039
– – 0.07% 53
2024
Q3 		$225K Buy
2,039
+133
+7% +$14.5K 0.07% 48
2024
Q2 		$204K Hold
1,906
– – 0.07% 55
2024
Q1 		$205K Buy
1,906
+97
+5% +$10.4K 0.07% 62
2023
Q4 		$194K Hold
1,809
– – 0.07% 61
2023
Q3 		$188K Sell
1,809
-835
-32% -$88.4K 0.08% 36
2023
Q2 		$285K Sell
2,644
-551
-17% -$60K 0.12% 31
2023
Q1 		$352K Hold
3,195
– – 0.13% 62
2022
Q4 		$340K Buy
3,195
+165
+5% +$17.6K 0.14% 58
2022
Q3 		$318K Hold
3,030
– – 0.14% 59
2022
Q2 		$345K Hold
3,030
– – 0.16% 51
2022
Q1 		$377K Hold
3,030
– – 0.18% 22
2021
Q4 		$391K Hold
3,030
– – 0.19% 20
2021
Q3 		$387K Hold
3,030
– – 0.24% 13
2021
Q2 		$388K Hold
3,030
– – 0.24% 16
2021
Q1 		$380K Hold
3,030
– – 0.3% 31
2020
Q4 		$387K Buy
+3,030
New +$382K 0.36% 17

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

Colony Family Offices's TIP Position: Q2 2026 in Review

Colony Family Offices held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 2,421 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #51.

Colony Family Offices first reported a position in TIP in Q4 2020 and has held it in 23 quarters since. The position peaked at $391K in Q4 2021. 1,013 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Colony Family Offices held 2,421 shares of iShares TIPS Bond ETF worth $265K as of Q2 2026.
  • Colony Family Offices left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.06% of Colony Family Offices's portfolio in Q2 2026, its #51 holding.
  • Colony Family Offices first reported a position in iShares TIPS Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Colony Family Offices's iShares TIPS Bond ETF position peaked at $391K in Q4 2021.
  • 1,013 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Colony Family Offices's 13F filing for Q2 2026, filed 20 Jul 2026.