NorthStar Asset Management (Massachusetts)’s iShares TIPS Bond ETF TIP Stock Holding History

NorthStar Asset Management (Massachusetts)’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	$219K	Hold	2,000	–	–	0.06%	86
2026 Q1	$221K	Hold	2,000	–	–	0.07%	82
2025 Q4	$220K	Hold	2,000	–	–	0.06%	85
2025 Q3	$222K	Hold	2,000	–	–	0.06%	70
2025 Q2	$220K	Sell	2,000 -191	-9%	-$20.8K	0.06%	59
2025 Q1	$243K	Buy	2,191 +191	+10%	+$20.7K	0.07%	54
2024 Q4	$213K	Hold	2,000	–	–	0.06%	57
2024 Q3	$221K	Hold	2,000	–	–	0.05%	57
2024 Q2	$214K	Buy	+2,000	New	+$213K	0.05%	58

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NorthStar Asset Management (Massachusetts)'s TIP Position: Q2 2026 in Review

NorthStar Asset Management (Massachusetts) held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 2,000 shares worth $219K. The position accounts for 0.06% of the portfolio, ranked #86.

NorthStar Asset Management (Massachusetts) first reported a position in TIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $243K in Q1 2025. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

NorthStar Asset Management (Massachusetts) held 2,000 shares of iShares TIPS Bond ETF worth $219K as of Q2 2026.
NorthStar Asset Management (Massachusetts) left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
iShares TIPS Bond ETF made up 0.06% of NorthStar Asset Management (Massachusetts)'s portfolio in Q2 2026, its #86 holding.
NorthStar Asset Management (Massachusetts) first reported a position in iShares TIPS Bond ETF in Q2 2024 and has held it in 9 quarters since.
NorthStar Asset Management (Massachusetts)'s iShares TIPS Bond ETF position peaked at $243K in Q1 2025.
1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on NorthStar Asset Management (Massachusetts)'s 13F filing for Q2 2026, filed 28 Jul 2026.