Family Investment Center’s iShares TIPS Bond ETF TIP Stock Holding History

Family Investment Center’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 Q1	$245K	Buy	2,218 +36	+2%	+$3.98K	0.05%	78
2025 Q4	$240K	Buy	2,182 +13	+0.6%	+$1.44K	0.05%	88
2025 Q3	$241K	Buy	2,169 +11	+0.5%	+$1.22K	0.05%	88
2025 Q2	$237K	Buy	2,158 +15	+0.7%	+$1.64K	0.05%	83
2025 Q1	$238K	Sell	2,143 -621	-22%	-$67.5K	0.06%	69
2024 Q4	$295K	Buy	2,764 +5	+0.2%	+$541	0.07%	69
2024 Q3	$305K	Sell	2,759 -29	-1%	-$3.15K	0.08%	63
2024 Q2	$298K	Buy	2,788 +14	+0.5%	+$1.49K	0.09%	64
2024 Q1	$298K	Sell	2,774 -812	-23%	-$86.8K	0.1%	60
2023 Q4	$385K	Sell	3,586 -96	-3%	-$10K	0.19%	39
2023 Q3	$382K	Buy	3,682 +10	+0.3%	+$1.06K	0.23%	35
2023 Q2	$395K	Buy	3,672 +10	+0.3%	+$1.09K	0.25%	34
2023 Q1	$404K	Hold	3,662	–	–	0.28%	30
2022 Q4	$390K	Buy	+3,662	New	+$391K	0.28%	30

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Family Investment Center's TIP Position: Q1 2026 in Review

Family Investment Center increased its iShares TIPS Bond ETF (TIP) stake by 1.6% in Q1 2026, buying an estimated $3.98K and bringing the position to 2,218 shares worth $245K. The position accounts for 0.05% of the portfolio, ranked #78.

Family Investment Center first reported a position in TIP in Q4 2022 and has held it in 14 quarters since. The position peaked at $404K in Q1 2023. 1,014 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Family Investment Center held 2,218 shares of iShares TIPS Bond ETF worth $245K as of Q1 2026.
Family Investment Center bought 36 iShares TIPS Bond ETF shares in Q1 2026, an estimated $3.98K.
iShares TIPS Bond ETF made up 0.05% of Family Investment Center's portfolio in Q1 2026, its #78 holding.
Family Investment Center first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 14 quarters since.
Family Investment Center's iShares TIPS Bond ETF position peaked at $404K in Q1 2023.
1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Family Investment Center's 13F filing for Q1 2026, filed 24 Apr 2026.