FGC
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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Financial Gravity Companies's TIP Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2025: 390 shares worth $42.9K. The stake represents 0.01% of the portfolio and ranks #323 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in TIP as recently as Q4 2024.

Financial Gravity Companies first reported a position in TIP in Q4 2017 and has held it in 6 quarters since. The position peaked at $2.08M in Q4 2017. 975 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

  • Financial Gravity Companies held 390 shares of iShares TIPS Bond ETF worth $42.9K as of Q2 2025.
  • iShares TIPS Bond ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares TIPS Bond ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #323 holding.
  • Financial Gravity Companies first reported a position in iShares TIPS Bond ETF in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's iShares TIPS Bond ETF position peaked at $2.08M in Q4 2017.
  • 975 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.