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

Financial Gravity Companies’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	$164	Buy	+2	New	+$221	﹤0.01%	910
2025 Q2	$42.9K	Buy	+390	New	+$42.5K	0.01%	323
2024 Q4	$87K	Buy	817 +352	+76%	+$38.1K	0.02%	222
2024 Q3	$51.3K	Buy	+465	New	+$50.5K	0.01%	180
2018 Q4	$1.33M	Buy	+12,036	New	+$1.31M	1.21%	19
2018 Q1	$1.22M	Sell	10,886 -7,459	-41%	-$840K	1.25%	15
2017 Q4	$2.08M	Buy	+18,345	New	+$2.09M	2.38%	5

Other funds holding TIP

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

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

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

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

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

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

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

Financial Gravity Companies's TIP Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 2 shares worth $164. The stake represents ﹤0.01% of the portfolio and ranks #910 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in TIP as recently as Q2 2025.

Financial Gravity Companies first reported a position in TIP in Q4 2017 and has held it in 7 quarters since. The position peaked at $2.08M in Q4 2017. 1,019 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Financial Gravity Companies held 2 shares of iShares TIPS Bond ETF worth $164 as of Q2 2026.
iShares TIPS Bond ETF was a new Financial Gravity Companies position in Q2 2026.
iShares TIPS Bond ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #910 holding.
Financial Gravity Companies first reported a position in iShares TIPS Bond ETF in Q4 2017 and has held it in 7 quarters since.
Financial Gravity Companies's iShares TIPS Bond ETF position peaked at $2.08M in Q4 2017.
1,019 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.