Action Point Financial Planning’s iShares 0-1 Year TIPS Bond ETF ICPI Stock Holding History

Action Point Financial Planning’s Portfolio ICPI Stock Details ICPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$165K	Buy	+3,261	New	+$165K	0.02%	478

Other funds holding ICPI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RFS

Richardson Financial Services Medway, Massachusetts $176M AUM 26.13% 1-Year Est. Return

Action Point Financial Planning's ICPI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares 0-1 Year TIPS Bond ETF (ICPI) in Q2 2026: 3,261 shares worth $165K. The stake represents 0.02% of the portfolio and ranks #478 among its holdings.

10 funds tracked by Wall St. Rank hold ICPI as of Q2 2026.

Action Point Financial Planning held 3,261 shares of iShares 0-1 Year TIPS Bond ETF worth $165K as of Q2 2026.
iShares 0-1 Year TIPS Bond ETF was a new Action Point Financial Planning position in Q2 2026.
iShares 0-1 Year TIPS Bond ETF made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #478 holding.
10 funds tracked by Wall St. Rank held iShares 0-1 Year TIPS Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.