COMPASS FINANCIAL MANAGEMENT LLC’s iShares TIPS Bond ETF TIP Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$3.39K	Buy	+31	New	+$3.43K	﹤0.01%	1258

Other funds holding TIP

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's TIP Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 31 shares worth $3.39K. The stake represents ﹤0.01% of the portfolio and ranks #1258 among its holdings.

849 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 31 shares of iShares TIPS Bond ETF worth $3.39K as of Q2 2026.
iShares TIPS Bond ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares TIPS Bond ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1258 holding.
849 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.