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Compass Financial Management’s iShares TIPS Bond ETF TIP Stock Holding History

Compass Financial Management’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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Compass Financial Management's TIP Position: Q2 2026 in Review

Compass Financial Management 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.

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

  • Compass Financial Management 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 position in Q2 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1258 holding.
  • 977 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.