IFO
TIP icon

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

Independent 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 		$420K Sell
3,836
-12,690
-77% -$1.4M 0.17% 61
2026
Q1 		$1.82M Hold
16,526
– – 0.75% 20
2025
Q4 		$1.82M Sell
16,526
-1,410
-8% -$156K 0.76% 22
2025
Q3 		$1.99M Hold
17,936
– – 0.84% 20
2025
Q2 		$1.97M Hold
17,936
– – 0.92% 17
2025
Q1 		$1.99M Sell
17,936
-2,413
-12% -$262K 1.05% 14
2024
Q4 		$2.17M Sell
20,349
-5
-0% -$541 1.13% 14
2024
Q3 		$2.25M Buy
20,354
+5
+0% +$543 1.13% 17
2024
Q2 		$2.17M Sell
20,349
-7,000
-26% -$744K 1.24% 17
2024
Q1 		$2.94M Sell
27,349
-21,900
-44% -$2.34M 1.58% 13
2023
Q4 		$5.29M Sell
49,249
-59
-0.1% -$6.17K 2.99% 9
2023
Q3 		$5.11M Hold
49,308
– – 3.19% 8
2023
Q2 		$5.31M Hold
49,308
– – 3.21% 9
2023
Q1 		$5.44M Sell
49,308
-159
-0.3% -$17.2K 3.14% 8
2022
Q4 		$5.27M Sell
49,467
-1,400
-3% -$150K 3.16% 9
2022
Q3 		$5.34M Hold
50,867
– – 2.63% 8
2022
Q2 		$5.79M Buy
50,867
+2,511
+5% +$298K 2.86% 6
2022
Q1 		$6.02M Buy
48,356
+118
+0.2% +$14.8K 1.97% 8
2021
Q4 		$6.23M Sell
48,238
-365
-0.8% -$47.1K 2.35% 9
2021
Q3 		$6.21M Hold
48,603
– – 2.55% 9
2021
Q2 		$6.22M Sell
48,603
-848
-2% -$108K 2.43% 9
2021
Q1 		$6.21M Hold
49,451
– – 2.44% 9
2020
Q4 		$6.31M Sell
49,451
-5,128
-9% -$647K 2.64% 8
2020
Q3 		$6.9M Sell
54,579
-313
-0.6% -$39.3K 3.27% 7
2020
Q2 		$6.75M Hold
54,892
– – 3.5% 7
2020
Q1 		$6.47M Buy
54,892
+313
+0.6% +$36.9K 4.03% 6
2019
Q4 		$6.36M Buy
+54,579
New +$6.34M 3.99% 5

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

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

Independent Family Office reduced its iShares TIPS Bond ETF (TIP) stake by 77% in Q2 2026, selling an estimated $1.4M and leaving 3,836 shares worth $420K. The position accounts for 0.17% of the portfolio, ranked #61.

Independent Family Office first reported a position in TIP in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.9M in Q3 2020. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Independent Family Office held 3,836 shares of iShares TIPS Bond ETF worth $420K as of Q2 2026.
  • Independent Family Office sold 12,690 iShares TIPS Bond ETF shares in Q2 2026, an estimated $1.4M.
  • iShares TIPS Bond ETF made up 0.17% of Independent Family Office's portfolio in Q2 2026, its #61 holding.
  • Independent Family Office first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Independent Family Office's iShares TIPS Bond ETF position peaked at $6.9M in Q3 2020.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.