Fiduciary Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Fiduciary Financial Group’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	$683K	Sell	6,239 -428	-6%	-$47.3K	0.08%	148
2026 Q1	$736K	Sell	6,667 -2,460	-27%	-$272K	0.1%	129
2025 Q4	$1M	Sell	9,127 -282	-3%	-$31.3K	0.14%	98
2025 Q3	$1.05M	Buy	9,409 +51	+0.5%	+$5.63K	0.17%	83
2025 Q2	$1.03M	Sell	9,358 -182	-2%	-$19.9K	0.19%	78
2025 Q1	$1.03M	Sell	9,540 -864	-8%	-$93.9K	0.22%	64
2024 Q4	$1.11M	Buy	10,404 +52	+0.5%	+$5.63K	0.24%	62
2024 Q3	$1.13M	Sell	10,352 -1,194	-10%	-$130K	0.26%	57
2024 Q2	$1.24M	Buy	+11,546	New	+$1.23M	0.3%	51

Other funds holding TIP

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Fiduciary Financial Group's TIP Position: Q2 2026 in Review

Fiduciary Financial Group reduced its iShares TIPS Bond ETF (TIP) stake by 6.4% in Q2 2026, selling an estimated $47.3K and leaving 6,239 shares worth $683K. The position accounts for 0.08% of the portfolio, ranked #148.

Fiduciary Financial Group first reported a position in TIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.24M in Q2 2024. 472 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Fiduciary Financial Group held 6,239 shares of iShares TIPS Bond ETF worth $683K as of Q2 2026.
Fiduciary Financial Group sold 428 iShares TIPS Bond ETF shares in Q2 2026, an estimated $47.3K.
iShares TIPS Bond ETF made up 0.08% of Fiduciary Financial Group's portfolio in Q2 2026, its #148 holding.
Fiduciary Financial Group first reported a position in iShares TIPS Bond ETF in Q2 2024 and has held it in 9 quarters since.
Fiduciary Financial Group's iShares TIPS Bond ETF position peaked at $1.24M in Q2 2024.
472 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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