FEG
TIP icon

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

Financial Enhancement 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 		– Sell
-86,652
Closed -$9.66M – 143
2026
Q1 		$9.66M Buy
86,652
+2,682
+3% +$297K 1.2% 31
2025
Q4 		$9.25M Buy
+83,970
New +$9.32M 1.2% 29
2022
Q4 		– Sell
-916
Closed -$96K – 300
2022
Q3 		$96K Hold
916
– – 0.02% 118
2022
Q2 		$104K Hold
916
– – 0.02% 117
2022
Q1 		$114K Sell
916
-371
-29% -$46.7K 0.02% 117
2021
Q4 		$166K Buy
1,287
+1,012
+368% +$130K 0.03% 106
2021
Q3 		$35K Sell
275
-137
-33% -$17.7K 0.01% 152
2021
Q2 		$53K Buy
412
+239
+138% +$30.4K 0.01% 120
2021
Q1 		$22K Hold
173
– – ﹤0.01% 148
2020
Q4 		$22K Sell
173
-100
-37% -$12.6K ﹤0.01% 173
2020
Q3 		$35K Sell
273
-75
-22% -$9.42K 0.01% 132
2020
Q2 		$43K Hold
348
– – 0.01% 133
2020
Q1 		$41K Hold
348
– – 0.01% 138
2019
Q4 		$41K Hold
348
– – 0.01% 128
2019
Q3 		$40K Hold
348
– – 0.01% 132
2019
Q2 		$40K Sell
348
-65,728
-99% -$7.47M 0.01% 130
2019
Q1 		$7.47M Buy
66,076
+65,800
+23,841% +$7.3M 2.27% 13
2018
Q4 		$31K Hold
276
– – 0.01% 140
2018
Q3 		$31K Sell
276
-187
-40% -$20.9K 0.01% 140
2018
Q2 		$52K Hold
463
– – 0.02% 121
2018
Q1 		$52K Sell
463
-51,367
-99% -$5.78M 0.02% 127
2017
Q4 		$5.91M Sell
51,830
-69,305
-57% -$7.88M 2.2% 21
2017
Q3 		$13.8M Buy
+121,135
New +$13.8M 5.52% 5

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

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

Financial Enhancement Group sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 86,652 shares — an estimated $9.66M sold.

Financial Enhancement Group first reported a position in TIP in Q3 2017 and held it in 23 quarters. The position peaked at $13.8M in Q3 2017. 226 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Financial Enhancement Group reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Enhancement Group sold 86,652 iShares TIPS Bond ETF shares in Q2 2026, an estimated $9.66M.
  • Financial Enhancement Group first reported a position in iShares TIPS Bond ETF in Q3 2017 and held it in 23 quarters.
  • Financial Enhancement Group's iShares TIPS Bond ETF position peaked at $13.8M in Q3 2017.
  • 226 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.