FFO
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Fortitude Family Office’s iShares TIPS Bond ETF TIP Stock Holding History

Fortitude 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 		$2.3M Sell
21,057
-3,008
-12% -$333K 0.45% 43
2026
Q1 		$2.66M Sell
24,065
-4,706
-16% -$521K 0.59% 35
2025
Q4 		$3.16M Sell
28,771
-2,004
-7% -$222K 0.74% 35
2025
Q3 		$3.42M Sell
30,775
-97
-0.3% -$10.7K 0.92% 28
2025
Q2 		$3.4M Sell
30,872
-5,103
-14% -$557K 1.12% 25
2025
Q1 		$4M Sell
35,975
-4,665
-11% -$507K 1.42% 17
2024
Q4 		$4.33M Sell
40,640
-31,127
-43% -$3.37M 1.55% 12
2024
Q3 		$7.93M Buy
71,767
+10,143
+16% +$1.1M 3.14% 6
2024
Q2 		$6.58M Buy
61,624
+21,976
+55% +$2.34M 3.73% 5
2024
Q1 		$4.26M Buy
39,648
+16,204
+69% +$1.73M 2.86% 6
2023
Q4 		$2.52M Buy
+23,444
New +$2.45M 1.87% 7

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

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

Fortitude Family Office reduced its iShares TIPS Bond ETF (TIP) stake by 12% in Q2 2026, selling an estimated $333K and leaving 21,057 shares worth $2.3M. The position accounts for 0.45% of the portfolio, ranked #43.

Fortitude Family Office first reported a position in TIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.93M in Q3 2024. 1,022 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Fortitude Family Office held 21,057 shares of iShares TIPS Bond ETF worth $2.3M as of Q2 2026.
  • Fortitude Family Office sold 3,008 iShares TIPS Bond ETF shares in Q2 2026, an estimated $333K.
  • iShares TIPS Bond ETF made up 0.45% of Fortitude Family Office's portfolio in Q2 2026, its #43 holding.
  • Fortitude Family Office first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's iShares TIPS Bond ETF position peaked at $7.93M in Q3 2024.
  • 1,022 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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