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Mayflower Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Mayflower Financial Advisors’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 		$382K Buy
3,494
+97
+3% +$10.7K 0.03% 333
2026
Q1 		$375K Hold
3,397
– – 0.05% 306
2025
Q4 		$373K Sell
3,397
-294
-8% -$32.6K 0.05% 293
2025
Q3 		$410K Sell
3,691
-24
-0.6% -$2.65K 0.05% 283
2025
Q2 		$409K Sell
3,715
-65
-2% -$7.09K 0.06% 266
2025
Q1 		$420K Sell
3,780
-142
-4% -$15.4K 0.06% 255
2024
Q4 		$418K Sell
3,922
-70
-2% -$7.58K 0.06% 249
2024
Q3 		$441K Sell
3,992
-57,058
-93% -$6.2M 0.07% 241
2024
Q2 		$600K Buy
61,050
+218
+0.4% +$23.2K 0.1% 188
2024
Q1 		$580K Sell
60,832
-5,128
-8% -$548K 0.1% 192
2023
Q4 		$1.13M Buy
65,960
+2,642
+4% +$276K 0.16% 121
2023
Q3 		$820K Buy
63,318
+3,082
+5% +$326K 0.12% 140
2023
Q2 		$517K Hold
60,236
– – 0.07% 200
2023
Q1 		$528K Sell
60,236
-982
-2% -$106K 0.07% 190
2022
Q4 		$616K Buy
61,218
+453
+0.7% +$48.4K 0.09% 168
2022
Q3 		$560K Sell
60,765
-2,725
-4% -$309K 0.09% 166
2022
Q2 		$914K Sell
63,490
-1,047
-2% -$124K 0.14% 116
2022
Q1 		$1.13M Sell
64,537
-328
-0.5% -$41.3K 0.15% 103
2021
Q4 		$1.21M Buy
64,865
+55,990
+631% +$7.22M 0.16% 95
2021
Q3 		$1.14M Buy
8,875
+384
+5% +$49.5K 0.15% 94
2021
Q2 		$1.09M Buy
8,491
+36
+0.4% +$4.57K 0.15% 95
2021
Q1 		$1.06M Buy
8,455
+1,076
+15% +$136K 0.16% 94
2020
Q4 		$942K Buy
+7,379
New +$931K 0.16% 95

Other funds holding TIP

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Mayflower Financial Advisors's TIP Position: Q2 2026 in Review

Mayflower Financial Advisors increased its iShares TIPS Bond ETF (TIP) stake by 2.9% in Q2 2026, buying an estimated $10.7K and bringing the position to 3,494 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #333.

Mayflower Financial Advisors first reported a position in TIP in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.21M in Q4 2021. 348 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Mayflower Financial Advisors held 3,494 shares of iShares TIPS Bond ETF worth $382K as of Q2 2026.
  • Mayflower Financial Advisors bought 97 iShares TIPS Bond ETF shares in Q2 2026, an estimated $10.7K.
  • iShares TIPS Bond ETF made up 0.03% of Mayflower Financial Advisors's portfolio in Q2 2026, its #333 holding.
  • Mayflower Financial Advisors first reported a position in iShares TIPS Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's iShares TIPS Bond ETF position peaked at $1.21M in Q4 2021.
  • 348 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.