EF
TIP icon

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

Envision 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 		$492K Hold
4,500
– – 0.23% 39
2026
Q1 		$497K Sell
4,500
-4,500
-50% -$498K 0.27% 38
2025
Q4 		$989K Buy
9,000
+6,000
+200% +$666K 0.52% 28
2025
Q3 		$334K Buy
+3,000
New +$331K 0.19% 40

Other funds holding TIP

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
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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

Envision Financial's TIP Position: Q2 2026 in Review

Envision Financial held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 4,500 shares worth $492K. The position accounts for 0.23% of the portfolio, ranked #39.

Envision Financial first reported a position in TIP in Q3 2025 and has held it in 4 quarters since. The position peaked at $989K in Q4 2025. 170 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Envision Financial held 4,500 shares of iShares TIPS Bond ETF worth $492K as of Q2 2026.
  • Envision Financial left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.23% of Envision Financial's portfolio in Q2 2026, its #39 holding.
  • Envision Financial first reported a position in iShares TIPS Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Envision Financial's iShares TIPS Bond ETF position peaked at $989K in Q4 2025.
  • 170 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.