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Moors & Cabot’s iShares TIPS Bond ETF TIP Stock Holding History

Moors & Cabot’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 		$381K Buy
3,478
+9
+0.3% +$995 0.01% 657
2026
Q1 		$383K Sell
3,469
-1,941
-36% -$215K 0.02% 624
2025
Q4 		$595K Buy
5,410
+1,710
+46% +$190K 0.03% 498
2025
Q3 		$412K Sell
3,700
-21
-0.6% -$2.32K 0.02% 580
2025
Q2 		$410K Sell
3,721
-132
-3% -$14.4K 0.02% 558
2025
Q1 		$428K Sell
3,853
-239
-6% -$26K 0.02% 527
2024
Q4 		$436K Sell
4,092
-102
-2% -$11K 0.02% 536
2024
Q3 		$463K Sell
4,194
-484
-10% -$52.6K 0.02% 513
2024
Q2 		$500K Sell
4,678
-793
-14% -$84.3K 0.03% 489
2024
Q1 		$588K Sell
5,471
-296
-5% -$31.6K 0.03% 449
2023
Q4 		$620K Sell
5,767
-652
-10% -$68.2K 0.04% 387
2023
Q3 		$666K Sell
6,419
-4,998
-44% -$529K 0.05% 352
2023
Q2 		$1.23M Sell
11,417
-1,070
-9% -$117K 0.08% 231
2023
Q1 		$1.38M Sell
12,487
-2,624
-17% -$284K 0.09% 217
2022
Q4 		$1.61M Buy
15,111
+3,338
+28% +$356K 0.11% 188
2022
Q3 		$1.24M Buy
11,773
+5,333
+83% +$604K 0.09% 222
2022
Q2 		$734K Buy
6,440
+100
+2% +$11.9K 0.05% 327
2022
Q1 		$790K Sell
6,340
-3,426
-35% -$431K 0.05% 349
2021
Q4 		$1.26M Buy
9,766
+2,050
+27% +$264K 0.08% 241
2021
Q3 		$988K Buy
7,716
+783
+11% +$101K 0.06% 283
2021
Q2 		$888K Sell
6,933
-1
-0% -$127 0.06% 282
2021
Q1 		$871K Buy
6,934
+1,275
+23% +$161K 0.07% 270
2020
Q4 		$722K Buy
5,659
+106
+2% +$13.4K 0.06% 281
2020
Q3 		$703K Buy
5,553
+3,837
+224% +$482K 0.07% 265
2020
Q2 		$211K Sell
1,716
-18
-1% -$2.19K 0.02% 564
2020
Q1 		$206K Sell
1,734
-41
-2% -$4.83K 0.03% 489
2019
Q4 		$205K Sell
1,775
-19
-1% -$2.21K 0.02% 569
2019
Q3 		$208K Buy
+1,794
New +$208K 0.02% 542
2019
Q1 		– Sell
-2,292
Closed -$247K – 542
2018
Q4 		$247K Sell
2,292
-5,856
-72% -$639K 0.04% 407
2018
Q3 		$902K Buy
8,148
+5,101
+167% +$570K 0.11% 209
2018
Q2 		$343K Buy
3,047
+268
+10% +$30.1K 0.05% 389
2018
Q1 		$314K Buy
2,779
+323
+13% +$36.4K 0.04% 420
2017
Q4 		$277K Buy
+2,456
New +$279K 0.04% 435
2015
Q3 		– Sell
-1,810
Closed -$203K – 532
2015
Q2 		$203K Sell
1,810
-3,109
-63% -$351K 0.03% 466
2015
Q1 		$559K Buy
4,919
+100
+2% +$11.3K 0.09% 248
2014
Q4 		$540K Sell
4,819
-29
-0.6% -$3.27K 0.09% 250
2014
Q3 		$544K Sell
4,848
-3,496
-42% -$400K 0.09% 240
2014
Q2 		$967K Buy
8,344
+3,266
+64% +$372K 0.16% 146
2014
Q1 		$569K Buy
+5,078
New +$568K 0.14% 164

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Moors & Cabot's TIP Position: Q2 2026 in Review

Moors & Cabot increased its iShares TIPS Bond ETF (TIP) stake by 0.26% in Q2 2026, buying an estimated $995 and bringing the position to 3,478 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #657.

Moors & Cabot first reported a position in TIP in Q1 2014 and has held it in 39 quarters since. The position peaked at $1.61M in Q4 2022. 688 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Moors & Cabot held 3,478 shares of iShares TIPS Bond ETF worth $381K as of Q2 2026.
  • Moors & Cabot bought 9 iShares TIPS Bond ETF shares in Q2 2026, an estimated $995.
  • iShares TIPS Bond ETF made up 0.01% of Moors & Cabot's portfolio in Q2 2026, its #657 holding.
  • Moors & Cabot first reported a position in iShares TIPS Bond ETF in Q1 2014 and has held it in 39 quarters since.
  • Moors & Cabot's iShares TIPS Bond ETF position peaked at $1.61M in Q4 2022.
  • 688 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.