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BOLTON SECURITIES CORPORATION’s iShares TIPS Bond ETF TIP Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$28.9K Hold
278
– – ﹤0.01% 1518
2026
Q2 		$30.4K Hold
278
– – ﹤0.01% 1482
2026
Q1 		$30.7K Buy
+278
New +$30.8K ﹤0.01% 1349
2025
Q3 		$49K Buy
+441
New +$48.7K ﹤0.01% 1150
2025
Q1 		$91.9K Buy
+827
New +$89.8K 0.01% 901

Other funds holding TIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
GenTrust
GenTrust Miami, Florida $2.65B AUM 11.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's TIP Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its iShares TIPS Bond ETF (TIP) position steady in Q3 2026 at 278 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

BOLTON SECURITIES CORPORATION first reported a position in TIP in Q1 2025 and has held it in 5 quarters since. The position peaked at $91.9K in Q1 2025. 748 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 278 shares of iShares TIPS Bond ETF worth $28.9K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its iShares TIPS Bond ETF share count unchanged in Q3 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1518 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares TIPS Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares TIPS Bond ETF position peaked at $91.9K in Q1 2025.
  • 748 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.