CF
TIP icon

Clarity Financial’s iShares TIPS Bond ETF TIP Stock Holding History

Clarity Financial’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 		$579K Buy
5,288
+720
+16% +$79.6K 0.05% 72
2026
Q1 		$504K Buy
4,568
+322
+8% +$35.6K 0.05% 69
2025
Q4 		$467K Sell
4,246
-454
-10% -$50.4K 0.04% 66
2025
Q3 		$523K Buy
4,700
+481
+11% +$53.1K 0.05% 68
2025
Q2 		$464K Buy
4,219
+55
+1% +$6K 0.05% 69
2025
Q1 		$463K Buy
4,164
+348
+9% +$37.8K 0.05% 64
2024
Q4 		$407K Sell
3,816
-3
-0.1% -$325 0.05% 78
2024
Q3 		$422K Sell
3,819
-8
-0.2% -$869 0.05% 92
2024
Q2 		$409K Buy
3,827
+322
+9% +$34.2K 0.06% 80
2024
Q1 		$376K Buy
3,505
+44
+1% +$4.7K 0.06% 83
2023
Q4 		$372K Hold
3,461
– – 0.06% 75
2023
Q3 		$359K Sell
3,461
-3,448
-50% -$365K 0.06% 80
2023
Q2 		$744K Buy
+6,909
New +$752K 0.11% 58
2023
Q1 		– Sell
-5,337
Closed -$568K – 86
2022
Q4 		$568K Buy
5,337
+1,083
+25% +$116K 0.11% 57
2022
Q3 		$446K Sell
4,254
-858
-17% -$97.2K 0.1% 61
2022
Q2 		$582K Buy
5,112
+295
+6% +$35K 0.13% 60
2022
Q1 		$600K Buy
4,817
+1,048
+28% +$132K 0.12% 61
2021
Q4 		$487K Buy
3,769
+501
+15% +$64.6K 0.08% 73
2021
Q3 		$417K Buy
3,268
+833
+34% +$107K 0.07% 73
2021
Q2 		$312K Buy
2,435
+339
+16% +$43.1K 0.06% 89
2021
Q1 		$263K Buy
+2,096
New +$265K 0.05% 107

Other funds holding TIP

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
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
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Clarity Financial's TIP Position: Q2 2026 in Review

Clarity Financial increased its iShares TIPS Bond ETF (TIP) stake by 16% in Q2 2026, buying an estimated $79.6K and bringing the position to 5,288 shares worth $579K. The position accounts for 0.05% of the portfolio, ranked #72.

Clarity Financial first reported a position in TIP in Q1 2021 and has held it in 21 quarters since. The position peaked at $744K in Q2 2023. 615 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Clarity Financial held 5,288 shares of iShares TIPS Bond ETF worth $579K as of Q2 2026.
  • Clarity Financial bought 720 iShares TIPS Bond ETF shares in Q2 2026, an estimated $79.6K.
  • iShares TIPS Bond ETF made up 0.05% of Clarity Financial's portfolio in Q2 2026, its #72 holding.
  • Clarity Financial first reported a position in iShares TIPS Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Clarity Financial's iShares TIPS Bond ETF position peaked at $744K in Q2 2023.
  • 615 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.