Financial Gravity Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History

Financial Gravity Asset Management’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 Q1	$166	Buy	2 +1	+100%	+$111	﹤0.01%	848
2025 Q4	$55	Sell	1 -28	-97%	-$3.11K	﹤0.01%	694
2025 Q3	$3.17K	Buy	+29	New	+$3.2K	﹤0.01%	732
2025 Q1	$65.6K	Buy	+591	New	+$64.2K	0.01%	272
2024 Q2	$155K	Sell	1,450 -2,842	-66%	-$302K	0.04%	148
2024 Q1	$461K	Sell	4,292 -117	-3%	-$12.5K	0.13%	81
2023 Q4	$474K	Buy	+4,409	New	+$461K	0.13%	80
2021 Q3	$128K	Buy	235 +7	+3%	+$903	0.06%	286
2021 Q2	$128K	Buy	+228	New	+$29K	0.05%	289
2020 Q4	$35K	Buy	+275	New	+$34.7K	0.03%	100
2019 Q4	$117K	Sell	2,313 -1,218	-34%	-$142K	0.08%	260
2019 Q3	$411K	Sell	3,531 -8,603	-71%	-$999K	0.35%	62
2019 Q2	$1.4M	Buy	12,134 +7,159	+144%	+$814K	1.15%	15
2019 Q1	$560K	Buy	+4,975	New	+$552K	0.45%	57
2018 Q3	$2.23M	Buy	20,340 +893	+5%	+$99.8K	2.33%	5
2018 Q2	$2.18M	Buy	19,447 +8,561	+79%	+$961K	2.04%	5
2018 Q1	$1.22M	Buy	+10,886	New	+$1.23M	1.25%	15

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Gravity Asset Management's TIP Position: Q1 2026 in Review

Financial Gravity Asset Management increased its iShares TIPS Bond ETF (TIP) stake by 100% in Q1 2026, buying an estimated $111 and bringing the position to 2 shares worth $166. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Financial Gravity Asset Management first reported a position in TIP in Q1 2018 and has held it in 17 quarters since. The position peaked at $2.23M in Q3 2018. 1,021 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Financial Gravity Asset Management held 2 shares of iShares TIPS Bond ETF worth $166 as of Q1 2026.
Financial Gravity Asset Management bought 1 iShares TIPS Bond ETF share in Q1 2026, an estimated $111.
iShares TIPS Bond ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #848 holding.
Financial Gravity Asset Management first reported a position in iShares TIPS Bond ETF in Q1 2018 and has held it in 17 quarters since.
Financial Gravity Asset Management's iShares TIPS Bond ETF position peaked at $2.23M in Q3 2018.
1,021 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.