Personal CFO Solutions’s iShares TIPS Bond ETF TIP Stock Holding History

Personal CFO Solutions’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 Q1	$402K	Sell	3,644 -147	-4%	-$16.3K	0.06%	297
2025 Q4	$417K	Sell	3,791 -384	-9%	-$42.6K	0.07%	273
2025 Q3	$464K	Buy	4,175 +170	+4%	+$18.8K	0.08%	245
2025 Q2	$441K	Hold	4,005	–	–	0.08%	246
2025 Q1	$445K	Buy	4,005 +364	+10%	+$39.5K	0.09%	231
2024 Q4	$388K	Buy	+3,641	New	+$394K	0.08%	250
2024 Q3	–	Sell	-4,296	Closed	-$459K	–	596
2024 Q2	$459K	Buy	+4,296	New	+$457K	0.07%	262
2023 Q4	–	Sell	-8,541	Closed	-$886K	–	546
2023 Q3	$886K	Buy	+8,541	New	+$904K	0.18%	112
2022 Q3	–	Sell	-9,439	Closed	-$1.07M	–	464
2022 Q2	$1.07M	Sell	9,439 -383	-4%	-$45.4K	0.25%	69
2022 Q1	$1.22M	Buy	+9,822	New	+$1.24M	0.24%	85
2021 Q2	–	Sell	-2,365	Closed	-$297K	–	465
2021 Q1	$297K	Buy	+2,365	New	+$299K	0.06%	260

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Personal CFO Solutions's TIP Position: Q1 2026 in Review

Personal CFO Solutions reduced its iShares TIPS Bond ETF (TIP) stake by 3.9% in Q1 2026, selling an estimated $16.3K and leaving 3,644 shares worth $402K. The position accounts for 0.06% of the portfolio, ranked #297.

Personal CFO Solutions first reported a position in TIP in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.22M in Q1 2022. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Personal CFO Solutions held 3,644 shares of iShares TIPS Bond ETF worth $402K as of Q1 2026.
Personal CFO Solutions sold 147 iShares TIPS Bond ETF shares in Q1 2026, an estimated $16.3K.
iShares TIPS Bond ETF made up 0.06% of Personal CFO Solutions's portfolio in Q1 2026, its #297 holding.
Personal CFO Solutions first reported a position in iShares TIPS Bond ETF in Q1 2021 and has held it in 11 quarters since.
Personal CFO Solutions's iShares TIPS Bond ETF position peaked at $1.22M in Q1 2022.
1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.