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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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. 1,018 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.
  • 1,018 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.