Compass Planning Associates’s iShares TIPS Bond ETF TIP Stock Holding History

Compass Planning Associates’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	$275K	Buy	2,511 +41	+2%	+$4.53K	0.15%	29
2026 Q1	$273K	Hold	2,470	–	–	0.17%	26
2025 Q4	$271K	Buy	2,470 +27	+1%	+$3K	0.19%	26
2025 Q3	$272K	Buy	2,443 +24	+1%	+$2.65K	0.25%	25
2025 Q2	$266K	Buy	2,419 +33	+1%	+$3.6K	0.24%	30
2025 Q1	$265K	Sell	2,386 -1,119	-32%	-$122K	0.27%	31
2024 Q4	$373K	Buy	+3,505	New	+$379K	0.38%	26

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Compass Planning Associates's TIP Position: Q2 2026 in Review

Compass Planning Associates increased its iShares TIPS Bond ETF (TIP) stake by 1.7% in Q2 2026, buying an estimated $4.53K and bringing the position to 2,511 shares worth $275K. The position accounts for 0.15% of the portfolio, ranked #29.

Compass Planning Associates first reported a position in TIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $373K in Q4 2024. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Compass Planning Associates held 2,511 shares of iShares TIPS Bond ETF worth $275K as of Q2 2026.
Compass Planning Associates bought 41 iShares TIPS Bond ETF shares in Q2 2026, an estimated $4.53K.
iShares TIPS Bond ETF made up 0.15% of Compass Planning Associates's portfolio in Q2 2026, its #29 holding.
Compass Planning Associates first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
Compass Planning Associates's iShares TIPS Bond ETF position peaked at $373K in Q4 2024.
1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Compass Planning Associates's 13F filing for Q2 2026, filed 27 Jul 2026.