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
Q2 		$12.4M Buy
113,620
+2,829
+3% +$313K 3.12% 11
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 $1.55T 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

Fischer Financial Services's TIP Position: Q2 2026 in Review

Fischer Financial Services increased its iShares TIPS Bond ETF (TIP) stake by 2.6% in Q2 2026, buying an estimated $313K and bringing the position to 113,620 shares worth $12.4M. The position accounts for 3.12% of the portfolio, ranked #11.

Fischer Financial Services first reported a position in TIP in Q4 2024 and has held it in 7 quarters since. 1,022 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Fischer Financial Services held 113,620 shares of iShares TIPS Bond ETF worth $12.4M as of Q2 2026.
  • Fischer Financial Services bought 2,829 iShares TIPS Bond ETF shares in Q2 2026, an estimated $313K.
  • iShares TIPS Bond ETF made up 3.12% of Fischer Financial Services's portfolio in Q2 2026, its #11 holding.
  • Fischer Financial Services first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Fischer Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.