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Bedel Financial Consulting’s iShares TIPS Bond ETF TIP Stock Holding History

Bedel Financial Consulting’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 		$253K Buy
2,310
+38
+2% +$4.2K 0.02% 272
2026
Q1 		$251K Hold
2,272
– – 0.03% 255
2025
Q4 		$250K Buy
2,272
+25
+1% +$2.77K 0.03% 240
2025
Q3 		$250K Buy
2,247
+22
+1% +$2.43K 0.03% 238
2025
Q2 		$245K Buy
2,225
+5
+0.2% +$545 0.03% 238
2025
Q1 		$243K Buy
2,220
+25
+1% +$2.72K 0.03% 231
2024
Q4 		$239K Buy
2,195
+12
+0.5% +$1.3K 0.03% 235
2024
Q3 		$241K Buy
2,183
+13
+0.6% +$1.41K 0.03% 229
2024
Q2 		$232K Buy
2,170
+30
+1% +$3.19K 0.03% 222
2024
Q1 		$230K Hold
2,140
– – 0.04% 227
2023
Q4 		$230K Buy
2,140
+18
+0.8% +$1.88K 0.04% 218
2023
Q3 		$220K Buy
2,122
+20
+1% +$2.12K 0.04% 212
2023
Q2 		$226K Buy
2,102
+20
+1% +$2.18K 0.05% 217
2023
Q1 		$230K Hold
2,082
– – 0.06% 202
2022
Q4 		$222K Buy
2,082
+9
+0.4% +$961 0.06% 203
2022
Q3 		$219K Buy
2,073
+57
+3% +$6.46K 0.06% 193
2022
Q2 		$230K Buy
2,016
+51
+3% +$6.05K 0.07% 175
2022
Q1 		$245K Buy
1,965
+11
+0.6% +$1.38K 0.08% 168
2021
Q4 		$252K Buy
1,954
+23
+1% +$2.97K 0.08% 167
2021
Q3 		$247K Buy
1,931
+37
+2% +$4.77K 0.08% 160
2021
Q2 		$242K Buy
1,894
+22
+1% +$2.79K 0.08% 162
2021
Q1 		$235K Hold
1,872
– – 0.09% 161
2020
Q4 		$239K Sell
1,872
-47
-2% -$5.93K 0.11% 132
2020
Q3 		$243K Sell
1,919
-42
-2% -$5.28K 0.12% 121
2020
Q2 		$241K Buy
1,961
+8
+0.4% +$973 0.13% 109
2020
Q1 		$230K Buy
1,953
+2
+0.1% +$236 0.15% 105
2019
Q4 		$227K Buy
1,951
+7
+0.4% +$814 0.13% 130
2019
Q3 		$226K Buy
1,944
+15
+0.8% +$1.74K 0.14% 124
2019
Q2 		$223K Buy
1,929
+11
+0.6% +$1.25K 0.14% 121
2019
Q1 		$217K Hold
1,918
– – 0.14% 118
2018
Q4 		$210K Buy
1,918
+7
+0.4% +$764 0.15% 116
2018
Q3 		$209K Sell
1,911
-101
-5% -$11.3K 0.14% 129
2018
Q2 		$227K Sell
2,012
-48
-2% -$5.39K 0.17% 121
2018
Q1 		$233K Buy
2,060
+191
+10% +$21.5K 0.18% 121
2017
Q4 		$213K Buy
+1,869
New +$213K 0.19% 122

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

Bedel Financial Consulting's TIP Position: Q2 2026 in Review

Bedel Financial Consulting increased its iShares TIPS Bond ETF (TIP) stake by 1.7% in Q2 2026, buying an estimated $4.2K and bringing the position to 2,310 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #272.

Bedel Financial Consulting first reported a position in TIP in Q4 2017 and has held it in 35 quarters since. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Bedel Financial Consulting held 2,310 shares of iShares TIPS Bond ETF worth $253K as of Q2 2026.
  • Bedel Financial Consulting bought 38 iShares TIPS Bond ETF shares in Q2 2026, an estimated $4.2K.
  • iShares TIPS Bond ETF made up 0.02% of Bedel Financial Consulting's portfolio in Q2 2026, its #272 holding.
  • Bedel Financial Consulting first reported a position in iShares TIPS Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.