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ABLE Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

ABLE Financial Group’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 		$295K Hold
2,692
– – 0.05% 178
2026
Q1 		$297K Hold
2,692
– – 0.06% 170
2025
Q4 		$296K Buy
2,692
+19
+0.7% +$2.11K 0.06% 164
2025
Q3 		$297K Sell
2,673
-19
-0.7% -$2.1K 0.06% 158
2025
Q2 		$296K Sell
2,692
-925
-26% -$101K 0.07% 157
2025
Q1 		$402K Sell
3,617
-1
-0% -$109 0.11% 122
2024
Q4 		$385K Buy
3,618
+21
+0.6% +$2.27K 0.11% 124
2024
Q3 		$397K Buy
+3,597
New +$391K 0.12% 121

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

ABLE Financial Group's TIP Position: Q2 2026 in Review

ABLE Financial Group held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 2,692 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #178.

ABLE Financial Group first reported a position in TIP in Q3 2024 and has held it in 8 quarters since. The position peaked at $402K in Q1 2025. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • ABLE Financial Group held 2,692 shares of iShares TIPS Bond ETF worth $295K as of Q2 2026.
  • ABLE Financial Group left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.05% of ABLE Financial Group's portfolio in Q2 2026, its #178 holding.
  • ABLE Financial Group first reported a position in iShares TIPS Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • ABLE Financial Group's iShares TIPS Bond ETF position peaked at $402K in Q1 2025.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.