Action Point Financial Planning’s iShares TIPS Bond ETF TIP Stock Holding History

Action Point Financial Planning’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	$68.9K	Buy	+630	New	+$69.6K	0.01%	716

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Action Point Financial Planning opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 630 shares worth $68.9K. The stake represents 0.01% of the portfolio and ranks #716 among its holdings.

1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Action Point Financial Planning held 630 shares of iShares TIPS Bond ETF worth $68.9K as of Q2 2026.
iShares TIPS Bond ETF was a new Action Point Financial Planning position in Q2 2026.
iShares TIPS Bond ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #716 holding.
1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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