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Financial Network Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Financial Network Wealth Advisors’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 		$189K Buy
1,728
+122
+8% +$13.5K 0.19% 104
2026
Q1 		$177K Sell
1,606
-2
-0.1% -$221 0.18% 104
2025
Q4 		$177K Buy
1,608
+106
+7% +$11.8K 0.18% 99
2025
Q3 		$167K Sell
1,502
-892
-37% -$98.5K 0.18% 103
2025
Q2 		$263K Sell
2,394
-6,827
-74% -$745K 0.32% 65
2025
Q1 		$1.02M Buy
9,221
+6,728
+270% +$731K 1.35% 12
2024
Q4 		$266K Sell
2,493
-5,858
-70% -$634K 0.49% 40
2024
Q3 		$923K Buy
8,351
+2,870
+52% +$312K 0.76% 27
2024
Q2 		$585K Buy
5,481
+927
+20% +$98.6K 0.44% 52
2024
Q1 		$489K Sell
4,554
-196
-4% -$20.9K 0.49% 58
2023
Q4 		$511K Buy
+4,750
New +$497K 0.54% 47

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Network Wealth Advisors's TIP Position: Q2 2026 in Review

Financial Network Wealth Advisors increased its iShares TIPS Bond ETF (TIP) stake by 7.6% in Q2 2026, buying an estimated $13.5K and bringing the position to 1,728 shares worth $189K. The position accounts for 0.19% of the portfolio, ranked #104.

Financial Network Wealth Advisors first reported a position in TIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q1 2025. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Financial Network Wealth Advisors held 1,728 shares of iShares TIPS Bond ETF worth $189K as of Q2 2026.
  • Financial Network Wealth Advisors bought 122 iShares TIPS Bond ETF shares in Q2 2026, an estimated $13.5K.
  • iShares TIPS Bond ETF made up 0.19% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #104 holding.
  • Financial Network Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Financial Network Wealth Advisors's iShares TIPS Bond ETF position peaked at $1.02M in Q1 2025.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.