CFFP
TIP icon

Center for Financial Planning’s iShares TIPS Bond ETF TIP Stock Holding History

Center for 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 		$282K Hold
2,580
– – 0.03% 144
2026
Q1 		$285K Sell
2,580
-71
-3% -$7.86K 0.03% 143
2025
Q4 		$291K Buy
2,651
+71
+3% +$7.88K 0.03% 141
2025
Q3 		$287K Hold
2,580
– – 0.03% 144
2025
Q2 		$284K Hold
2,580
– – 0.03% 138
2025
Q1 		$287K Buy
+2,580
New +$280K 0.04% 133

Other funds holding TIP

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Center for Financial Planning's TIP Position: Q2 2026 in Review

Center for Financial Planning held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 2,580 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #144.

Center for Financial Planning first reported a position in TIP in Q1 2025 and has held it in 6 quarters since. The position peaked at $291K in Q4 2025. 311 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Center for Financial Planning held 2,580 shares of iShares TIPS Bond ETF worth $282K as of Q2 2026.
  • Center for Financial Planning left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.03% of Center for Financial Planning's portfolio in Q2 2026, its #144 holding.
  • Center for Financial Planning first reported a position in iShares TIPS Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Center for Financial Planning's iShares TIPS Bond ETF position peaked at $291K in Q4 2025.
  • 311 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.