FTA
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Financial & Tax Architects’s iShares TIPS Bond ETF TIP Stock Holding History

Financial & Tax Architects’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 		$3.62M Sell
33,111
-5,030
-13% -$556K 0.76% 45
2026
Q1 		$4.21M Sell
38,141
-4,972
-12% -$550K 0.94% 39
2025
Q4 		$4.74M Sell
43,113
-9,057
-17% -$1M 1.06% 34
2025
Q3 		$5.8M Sell
52,170
-4,708
-8% -$520K 1.28% 34
2025
Q2 		$6.26M Sell
56,878
-1,609
-3% -$175K 1.52% 32
2025
Q1 		$6.5M Sell
58,487
-4,429
-7% -$481K 1.63% 26
2024
Q4 		$6.7M Buy
62,916
+1,991
+3% +$216K 1.71% 15
2024
Q3 		$6.73M Sell
60,925
-6,161
-9% -$669K 1.73% 21
2024
Q2 		$7.16M Sell
67,086
-1,876
-3% -$199K 1.92% 12
2024
Q1 		$7.41M Buy
68,962
+39,249
+132% +$4.19M 2.04% 12
2023
Q4 		$3.19M Sell
29,713
-34,052
-53% -$3.56M 0.94% 35
2023
Q3 		$6.61M Buy
63,765
+4,165
+7% +$441K 2.05% 11
2023
Q2 		$6.41M Buy
59,600
+15,077
+34% +$1.64M 1.98% 10
2023
Q1 		$4.91M Buy
44,523
+6,226
+16% +$674K 1.62% 26
2022
Q4 		$4.16M Sell
38,297
-853
-2% -$91.1K 1.42% 34
2022
Q3 		$4.11M Sell
39,150
-1,283
-3% -$145K 1.54% 29
2022
Q2 		$4.61M Buy
40,433
+1,869
+5% +$222K 1.74% 20
2022
Q1 		$4.8M Buy
38,564
+8,005
+26% +$1.01M 1.81% 14
2021
Q4 		$3.95M Buy
30,559
+323
+1% +$41.6K 1.61% 25
2021
Q3 		$3.86M Sell
30,236
-1,008
-3% -$130K 1.76% 14
2021
Q2 		$4M Sell
31,244
-1,619
-5% -$206K 1.96% 9
2021
Q1 		$4.12M Buy
+32,863
New +$4.16M 2.31% 8

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 & Tax Architects's TIP Position: Q2 2026 in Review

Financial & Tax Architects reduced its iShares TIPS Bond ETF (TIP) stake by 13% in Q2 2026, selling an estimated $556K and leaving 33,111 shares worth $3.62M. The position accounts for 0.76% of the portfolio, ranked #45.

Financial & Tax Architects first reported a position in TIP in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.41M in Q1 2024. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Financial & Tax Architects held 33,111 shares of iShares TIPS Bond ETF worth $3.62M as of Q2 2026.
  • Financial & Tax Architects sold 5,030 iShares TIPS Bond ETF shares in Q2 2026, an estimated $556K.
  • iShares TIPS Bond ETF made up 0.76% of Financial & Tax Architects's portfolio in Q2 2026, its #45 holding.
  • Financial & Tax Architects first reported a position in iShares TIPS Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Financial & Tax Architects's iShares TIPS Bond ETF position peaked at $7.41M in Q1 2024.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.