FM
TIP icon

Foster & Motley’s iShares TIPS Bond ETF TIP Stock Holding History

Foster & Motley’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 		$3.65M Buy
33,038
+92
+0.3% +$10.2K 0.19% 123
2025
Q4 		$3.62M Buy
32,946
+52
+0.2% +$5.77K 0.19% 118
2025
Q3 		$3.66M Sell
32,894
-309
-0.9% -$34.1K 0.2% 119
2025
Q2 		$3.65M Sell
33,203
-1,177
-3% -$128K 0.21% 114
2025
Q1 		$3.82M Buy
34,380
+410
+1% +$44.5K 0.24% 102
2024
Q4 		$3.62M Sell
33,970
-967
-3% -$105K 0.24% 103
2024
Q3 		$3.86M Sell
34,937
-437
-1% -$47.5K 0.24% 106
2024
Q2 		$3.78M Buy
35,374
+1,719
+5% +$183K 0.26% 104
2024
Q1 		$3.62M Buy
33,655
+531
+2% +$56.7K 0.25% 110
2023
Q4 		$3.56M Sell
33,124
-7,208
-18% -$754K 0.26% 108
2023
Q3 		$4.18M Buy
40,332
+11,161
+38% +$1.18M 0.34% 86
2023
Q2 		$3.14M Buy
29,171
+248
+0.9% +$27K 0.24% 115
2023
Q1 		$3.19M Buy
28,923
+1,060
+4% +$115K 0.26% 104
2022
Q4 		$2.97M Buy
27,863
+15,636
+128% +$1.67M 0.25% 102
2022
Q3 		$1.28M Buy
12,227
+5,722
+88% +$648K 0.12% 175
2022
Q2 		$741K Buy
6,505
+120
+2% +$14.2K 0.07% 219
2022
Q1 		$795K Sell
6,385
-541
-8% -$68.1K 0.06% 219
2021
Q4 		$895K Sell
6,926
-1,636
-19% -$211K 0.07% 195
2021
Q3 		$1.09M Sell
8,562
-2,802
-25% -$361K 0.09% 178
2021
Q2 		$1.46M Buy
11,364
+2,707
+31% +$344K 0.12% 158
2021
Q1 		$1.09M Buy
8,657
+55
+0.6% +$6.96K 0.09% 172
2020
Q4 		$1.1M Buy
8,602
+1,882
+28% +$237K 0.11% 162
2020
Q3 		$850K Buy
6,720
+658
+11% +$82.7K 0.1% 166
2020
Q2 		$746K Sell
6,062
-326
-5% -$39.6K 0.09% 166
2020
Q1 		$753K Sell
6,388
-777
-11% -$91.5K 0.11% 153
2019
Q4 		$835K Sell
7,165
-186
-3% -$21.6K 0.1% 155
2019
Q3 		$855K Sell
7,351
-1,689
-19% -$196K 0.12% 150
2019
Q2 		$1.04M Sell
9,040
-7,867
-47% -$895K 0.15% 135
2019
Q1 		$1.91M Sell
16,907
-777
-4% -$86.2K 0.28% 97
2018
Q4 		$1.94M Sell
17,684
-1,976
-10% -$216K 0.31% 88
2018
Q3 		$2.17M Sell
19,660
-2,183
-10% -$244K 0.33% 83
2018
Q2 		$2.46M Sell
21,843
-548
-2% -$61.5K 0.39% 74
2018
Q1 		$2.53M Sell
22,391
-208
-0.9% -$23.4K 0.41% 72
2017
Q4 		$2.58M Sell
22,599
-831
-4% -$94.5K 0.41% 70
2017
Q3 		$2.66M Sell
23,430
-1,335
-5% -$152K 0.46% 69
2017
Q2 		$2.81M Sell
24,765
-545
-2% -$62.3K 0.5% 63
2017
Q1 		$2.9M Sell
25,310
-1,485
-6% -$169K 0.53% 66
2016
Q4 		$3.03M Sell
26,795
-2,556
-9% -$292K 0.58% 61
2016
Q3 		$3.42M Buy
29,351
+196
+0.7% +$22.7K 0.66% 58
2016
Q2 		$3.4M Sell
29,155
-769
-3% -$88.3K 0.67% 56
2016
Q1 		$3.43M Buy
29,924
+1,382
+5% +$154K 0.69% 57
2015
Q4 		$3.13M Sell
28,542
-1,303
-4% -$144K 0.66% 58
2015
Q3 		$3.3M Buy
29,845
+60
+0.2% +$6.69K 0.75% 53
2015
Q2 		$3.34M Sell
29,785
-153
-0.5% -$17.3K 0.73% 50
2015
Q1 		$3.4M Buy
29,938
+1,953
+7% +$221K 0.75% 48
2014
Q4 		$3.13M Sell
27,985
-2,034
-7% -$230K 0.71% 49
2014
Q3 		$3.36M Sell
30,019
-624
-2% -$71.4K 0.78% 47
2014
Q2 		$3.54M Sell
30,643
-3,932
-11% -$448K 0.82% 46
2014
Q1 		$3.88M Sell
34,575
-4,784
-12% -$535K 0.95% 39
2013
Q4 		$4.33M Sell
39,359
-6,143
-14% -$686K 1.09% 36
2013
Q3 		$5.12M Buy
45,502
+3,554
+8% +$396K 1.37% 27
2013
Q2 		$4.7M Buy
+41,948
New +$4.96M 1.31% 31

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Foster & Motley's TIP Position: Q1 2026 in Review

Foster & Motley increased its iShares TIPS Bond ETF (TIP) stake by 0.28% in Q1 2026, buying an estimated $10.2K and bringing the position to 33,038 shares worth $3.65M. The position accounts for 0.19% of the portfolio, ranked #123.

Foster & Motley first reported a position in TIP in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.12M in Q3 2013. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Foster & Motley held 33,038 shares of iShares TIPS Bond ETF worth $3.65M as of Q1 2026.
  • Foster & Motley bought 92 iShares TIPS Bond ETF shares in Q1 2026, an estimated $10.2K.
  • iShares TIPS Bond ETF made up 0.19% of Foster & Motley's portfolio in Q1 2026, its #123 holding.
  • Foster & Motley first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Foster & Motley's iShares TIPS Bond ETF position peaked at $5.12M in Q3 2013.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.