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FC Advisory’s iShares TIPS Bond ETF TIP Stock Holding History

FC Advisory’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 		$596K Buy
5,445
+102
+2% +$11.3K 0.16% 76
2026
Q1 		$590K Hold
5,343
– – 0.17% 72
2025
Q4 		$587K Buy
5,343
+38
+0.7% +$4.21K 0.17% 74
2025
Q3 		$590K Sell
5,305
-285
-5% -$31.5K 0.17% 72
2025
Q2 		$615K Buy
5,590
+46
+0.8% +$5.02K 0.19% 70
2025
Q1 		$616K Buy
5,544
+33
+0.6% +$3.58K 0.21% 67
2024
Q4 		$587K Buy
5,511
+110
+2% +$11.9K 0.2% 65
2024
Q3 		$597K Buy
5,401
+172
+3% +$18.7K 0.2% 67
2024
Q2 		$558K Sell
5,229
-147
-3% -$15.6K 0.2% 62
2024
Q1 		$577K Buy
5,376
+7
+0.1% +$748 0.21% 61
2023
Q4 		$577K Sell
5,369
-3,332
-38% -$348K 0.22% 58
2023
Q3 		$902K Sell
8,701
-290
-3% -$30.7K 0.38% 40
2023
Q2 		$968K Sell
8,991
-77
-0.8% -$8.38K 0.4% 39
2023
Q1 		$1,000K Buy
9,068
+140
+2% +$15.1K 0.44% 36
2022
Q4 		$950K Sell
8,928
-1,207
-12% -$129K 0.45% 37
2022
Q3 		$1.06M Buy
10,135
+6,535
+182% +$740K 0.54% 32
2022
Q2 		$410K Buy
3,600
+734
+26% +$87K 0.2% 59
2022
Q1 		$357K Buy
+2,866
New +$361K 0.15% 57

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

FC Advisory's TIP Position: Q2 2026 in Review

FC Advisory increased its iShares TIPS Bond ETF (TIP) stake by 1.9% in Q2 2026, buying an estimated $11.3K and bringing the position to 5,445 shares worth $596K. The position accounts for 0.16% of the portfolio, ranked #76.

FC Advisory first reported a position in TIP in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.06M in Q3 2022. 170 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • FC Advisory held 5,445 shares of iShares TIPS Bond ETF worth $596K as of Q2 2026.
  • FC Advisory bought 102 iShares TIPS Bond ETF shares in Q2 2026, an estimated $11.3K.
  • iShares TIPS Bond ETF made up 0.16% of FC Advisory's portfolio in Q2 2026, its #76 holding.
  • FC Advisory first reported a position in iShares TIPS Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • FC Advisory's iShares TIPS Bond ETF position peaked at $1.06M in Q3 2022.
  • 170 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.