FFS
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Fischer Financial Services’s iShares TIPS Bond ETF TIP Stock Holding History

Fischer Financial Services’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
Q1 		$12.2M Buy
110,791
+1,597
+1% +$177K 4.11% 8
2025
Q4 		$12M Buy
109,194
+1,588
+1% +$176K 3.18% 11
2025
Q3 		$12M Buy
107,606
+1,590
+1% +$176K 3.22% 10
2025
Q2 		$11.7M Buy
106,016
+2,803
+3% +$306K 3.43% 9
2025
Q1 		$11.5M Buy
103,213
+15,351
+17% +$1.67M 3.69% 9
2024
Q4 		$9.36M Buy
+87,862
New +$9.51M 2.95% 12

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fischer Financial Services's TIP Position: Q1 2026 in Review

Fischer Financial Services increased its iShares TIPS Bond ETF (TIP) stake by 1.5% in Q1 2026, buying an estimated $177K and bringing the position to 110,791 shares worth $12.2M. The position accounts for 4.11% of the portfolio, ranked #8.

Fischer Financial Services first reported a position in TIP in Q4 2024 and has held it in 6 quarters since. 1,014 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Fischer Financial Services held 110,791 shares of iShares TIPS Bond ETF worth $12.2M as of Q1 2026.
  • Fischer Financial Services bought 1,597 iShares TIPS Bond ETF shares in Q1 2026, an estimated $177K.
  • iShares TIPS Bond ETF made up 4.11% of Fischer Financial Services's portfolio in Q1 2026, its #8 holding.
  • Fischer Financial Services first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Fischer Financial Services's 13F filing for Q1 2026, filed 28 Apr 2026.