WF
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Welch & Forbes’s iShares TIPS Bond ETF TIP Stock Holding History

Welch & Forbes’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 		$5.51M Buy
50,316
+1,269
+3% +$140K 0.07% 123
2026
Q1 		$5.41M Buy
49,047
+1,391
+3% +$154K 0.07% 124
2025
Q4 		$5.24M Buy
47,656
+1,368
+3% +$152K 0.06% 125
2025
Q3 		$5.15M Buy
46,288
+1,806
+4% +$200K 0.06% 125
2025
Q2 		$4.89M Buy
44,482
+3,990
+10% +$435K 0.06% 126
2025
Q1 		$4.5M Buy
40,492
+11,062
+38% +$1.2M 0.06% 131
2024
Q4 		$3.14M Buy
29,430
+7,008
+31% +$759K 0.04% 152
2024
Q3 		$2.48M Buy
22,422
+907
+4% +$98.5K 0.03% 175
2024
Q2 		$2.3M Sell
21,515
-376
-2% -$40K 0.03% 175
2024
Q1 		$2.35M Sell
21,891
-2,901
-12% -$310K 0.03% 183
2023
Q4 		$2.66M Sell
24,792
-2,013
-8% -$210K 0.04% 164
2023
Q3 		$2.78M Buy
26,805
+104
+0.4% +$11K 0.05% 155
2023
Q2 		$2.87M Sell
26,701
-635
-2% -$69.1K 0.05% 157
2023
Q1 		$3.01M Sell
27,336
-224
-0.8% -$24.2K 0.05% 149
2022
Q4 		$2.93M Buy
27,560
+662
+2% +$70.7K 0.05% 152
2022
Q3 		$2.82M Buy
26,898
+90
+0.3% +$10.2K 0.06% 150
2022
Q2 		$3.05M Sell
26,808
-3,591
-12% -$426K 0.06% 149
2022
Q1 		$3.79M Sell
30,399
-1,172
-4% -$147K 0.06% 145
2021
Q4 		$4.08M Buy
31,571
+374
+1% +$48.2K 0.06% 148
2021
Q3 		$3.98M Buy
31,197
+2,183
+8% +$281K 0.07% 143
2021
Q2 		$3.71M Buy
29,014
+1,985
+7% +$252K 0.06% 144
2021
Q1 		$3.39M Buy
27,029
+3,135
+13% +$397K 0.06% 143
2020
Q4 		$3.05M Buy
23,894
+8,675
+57% +$1.09M 0.06% 145
2020
Q3 		$1.93M Buy
15,219
+9,094
+148% +$1.14M 0.04% 161
2020
Q2 		$753K Sell
6,125
-450
-7% -$54.7K 0.02% 216
2020
Q1 		$776K Sell
6,575
-92
-1% -$10.8K 0.02% 201
2019
Q4 		$777K Sell
6,667
-133
-2% -$15.5K 0.02% 222
2019
Q3 		$791K Sell
6,800
-171
-2% -$19.9K 0.02% 219
2019
Q2 		$804K Sell
6,971
-104
-1% -$11.8K 0.02% 218
2019
Q1 		$800K Hold
7,075
– – 0.02% 216
2018
Q4 		$775K Sell
7,075
-203
-3% -$22.2K 0.02% 211
2018
Q3 		$805K Hold
7,278
– – 0.02% 217
2018
Q2 		$821K Buy
7,278
+253
+4% +$28.4K 0.02% 212
2018
Q1 		$794K Buy
7,025
+3,592
+105% +$404K 0.02% 217
2017
Q4 		$392K Buy
+3,433
New +$390K 0.01% 265
2017
Q2 		– Sell
-1,750
Closed -$201K – 353
2017
Q1 		$201K Buy
+1,750
New +$199K 0.01% 338
2016
Q4 		– Sell
-1,750
Closed -$203K – 355
2016
Q3 		$203K Sell
1,750
-250
-13% -$29K 0.01% 292
2016
Q2 		$234K Hold
2,000
– – 0.01% 315
2016
Q1 		$230K Sell
2,000
-148
-7% -$16.5K 0.01% 313
2015
Q4 		$235K Buy
+2,148
New +$237K 0.01% 296
2015
Q3 		– Sell
-2,091
Closed -$234K – 340
2015
Q2 		$234K Buy
2,091
+250
+14% +$28.3K 0.01% 311
2015
Q1 		$209K Sell
1,841
-1,679
-48% -$190K 0.01% 318
2014
Q4 		$394K Buy
+3,520
New +$397K 0.01% 279
2013
Q4 		– Sell
-2,300
Closed -$259K – 332
2013
Q3 		$259K Sell
2,300
-150
-6% -$16.7K 0.01% 303
2013
Q2 		$274K Buy
+2,450
New +$290K 0.01% 278

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

Welch & Forbes's TIP Position: Q2 2026 in Review

Welch & Forbes increased its iShares TIPS Bond ETF (TIP) stake by 2.6% in Q2 2026, buying an estimated $140K and bringing the position to 50,316 shares worth $5.51M. The position accounts for 0.07% of the portfolio, ranked #123.

Welch & Forbes first reported a position in TIP in Q2 2013 and has held it in 45 quarters since. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Welch & Forbes held 50,316 shares of iShares TIPS Bond ETF worth $5.51M as of Q2 2026.
  • Welch & Forbes bought 1,269 iShares TIPS Bond ETF shares in Q2 2026, an estimated $140K.
  • iShares TIPS Bond ETF made up 0.07% of Welch & Forbes's portfolio in Q2 2026, its #123 holding.
  • Welch & Forbes first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 45 quarters since.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.