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Cannon Financial Strategists’s iShares TIPS Bond ETF TIP Stock Holding History

Cannon Financial Strategists’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 		$2.79M Buy
25,506
+9,767
+62% +$1.08M 0.32% 31
2026
Q1 		$1.74M Sell
15,739
-210
-1% -$23.2K 0.23% 36
2025
Q4 		$1.75M Buy
15,949
+73
+0.5% +$8.1K 0.24% 32
2025
Q3 		$1.77M Sell
15,876
-95
-0.6% -$10.5K 0.25% 32
2025
Q2 		$1.76M Sell
15,971
-2,361
-13% -$258K 0.28% 31
2025
Q1 		$2.04M Sell
18,332
-399
-2% -$43.3K 0.35% 24
2024
Q4 		$2M Buy
18,731
+620
+3% +$67.1K 0.34% 25
2024
Q3 		$2M Sell
18,111
-726
-4% -$78.9K 0.35% 25
2024
Q2 		$2.01M Buy
18,837
+3,889
+26% +$414K 0.38% 22
2024
Q1 		$1.61M Sell
14,948
-332
-2% -$35.5K 0.32% 25
2023
Q4 		$1.64M Buy
15,280
+5,593
+58% +$585K 0.35% 24
2023
Q3 		$1M Buy
9,687
+757
+8% +$80.1K 0.26% 34
2023
Q2 		$961K Sell
8,930
-5,160
-37% -$562K 0.26% 37
2023
Q1 		$1.55M Buy
14,090
+3,726
+36% +$403K 0.53% 20
2022
Q4 		$1.1M Sell
10,364
-416
-4% -$44.4K 0.4% 26
2022
Q3 		$1.13M Buy
10,780
+2,876
+36% +$326K 0.44% 26
2022
Q2 		$900K Buy
7,904
+6,048
+326% +$717K 0.35% 33
2022
Q1 		$231K Sell
1,856
-288
-13% -$36.2K 0.08% 61
2021
Q4 		$277K Sell
2,144
-263
-11% -$33.9K 0.1% 55
2021
Q3 		$307K Hold
2,407
– – 0.12% 51
2021
Q2 		$308K Buy
2,407
+4
+0.2% +$508 0.12% 49
2021
Q1 		$302K Sell
2,403
-358
-13% -$45.3K 0.13% 48
2020
Q4 		$352K Buy
2,761
+261
+10% +$32.9K 0.17% 43
2020
Q3 		$316K Buy
2,500
+26
+1% +$3.27K 0.17% 43
2020
Q2 		$304K Buy
2,474
+233
+10% +$28.3K 0.18% 41
2020
Q1 		$264K Sell
2,241
-394
-15% -$46.4K 0.2% 41
2019
Q4 		$307K Sell
2,635
-5
-0.2% -$581 0.2% 42
2019
Q3 		$307K Sell
2,640
-18,774
-88% -$2.18M 0.24% 39
2019
Q2 		$2.47M Sell
21,414
-990
-4% -$113K 2.08% 13
2019
Q1 		$2.53M Buy
+22,404
New +$2.49M 2.27% 12

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cannon Financial Strategists's TIP Position: Q2 2026 in Review

Cannon Financial Strategists increased its iShares TIPS Bond ETF (TIP) stake by 62% in Q2 2026, buying an estimated $1.08M and bringing the position to 25,506 shares worth $2.79M. The position accounts for 0.32% of the portfolio, ranked #31.

Cannon Financial Strategists first reported a position in TIP in Q1 2019 and has held it in 30 quarters since. 664 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Cannon Financial Strategists held 25,506 shares of iShares TIPS Bond ETF worth $2.79M as of Q2 2026.
  • Cannon Financial Strategists bought 9,767 iShares TIPS Bond ETF shares in Q2 2026, an estimated $1.08M.
  • iShares TIPS Bond ETF made up 0.32% of Cannon Financial Strategists's portfolio in Q2 2026, its #31 holding.
  • Cannon Financial Strategists first reported a position in iShares TIPS Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • 664 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.