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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

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

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. 1,022 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.
  • 1,022 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.