PCS
TIP icon

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
Q2 		$399K Hold
3,644
– – 0.06% 317
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
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

Personal CFO Solutions's TIP Position: Q2 2026 in Review

Personal CFO Solutions held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 3,644 shares worth $399K. The position accounts for 0.06% of the portfolio, ranked #317.

Personal CFO Solutions first reported a position in TIP in Q1 2021 and has held it in 12 quarters since. The position peaked at $1.22M in Q1 2022. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Personal CFO Solutions held 3,644 shares of iShares TIPS Bond ETF worth $399K as of Q2 2026.
  • Personal CFO Solutions left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.06% of Personal CFO Solutions's portfolio in Q2 2026, its #317 holding.
  • Personal CFO Solutions first reported a position in iShares TIPS Bond ETF in Q1 2021 and has held it in 12 quarters since.
  • Personal CFO Solutions's iShares TIPS Bond ETF position peaked at $1.22M in Q1 2022.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.