Financial Perspectives’s iShares TIPS Bond ETF TIP Stock Holding History

Financial Perspectives’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	$9.38K	Buy	86 +2	+2%	+$221	﹤0.01%	553
2026 Q1	$9.3K	Hold	84	–	–	﹤0.01%	535
2025 Q4	$9.26K	Buy	+84	New	+$9.32K	﹤0.01%	532
2025 Q2	–	Sell	-36	Closed	-$4K	–	733
2025 Q1	$4K	Hold	36	–	–	﹤0.01%	583
2024 Q4	$3.84K	Hold	36	–	–	﹤0.01%	588
2024 Q3	$3.98K	Hold	36	–	–	﹤0.01%	542
2024 Q2	$3.84K	Hold	36	–	–	﹤0.01%	533
2024 Q1	$3.87K	Hold	36	–	–	﹤0.01%	531
2023 Q4	$3.87K	Hold	36	–	–	﹤0.01%	546
2023 Q3	$3.73K	Hold	36	–	–	﹤0.01%	540
2023 Q2	$3.87K	Hold	36	–	–	﹤0.01%	535
2023 Q1	$3.97K	Hold	36	–	–	﹤0.01%	528
2022 Q4	$3.83K	Hold	36	–	–	﹤0.01%	540
2022 Q3	$3.78K	Buy	+36	New	+$4.08K	﹤0.01%	533

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 Perspectives's TIP Position: Q2 2026 in Review

Financial Perspectives increased its iShares TIPS Bond ETF (TIP) stake by 2.4% in Q2 2026, buying an estimated $221 and bringing the position to 86 shares worth $9.38K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Financial Perspectives first reported a position in TIP in Q3 2022 and has held it in 14 quarters since. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Financial Perspectives held 86 shares of iShares TIPS Bond ETF worth $9.38K as of Q2 2026.
Financial Perspectives bought 2 iShares TIPS Bond ETF shares in Q2 2026, an estimated $221.
iShares TIPS Bond ETF made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #553 holding.
Financial Perspectives first reported a position in iShares TIPS Bond ETF in Q3 2022 and has held it in 14 quarters since.
1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.