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Forthright Family Wealth Advisory’s iShares TIPS Bond ETF TIP Stock Holding History

Forthright Family Wealth Advisory’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 		– Sell
-13,604
Closed -$1.46M – 83
2026
Q1 		$1.46M Buy
+13,604
New +$1.51M 0.98% 25
2024
Q3 		– Sell
-12,915
Closed -$1.38M – 75
2024
Q2 		$1.38M Sell
12,915
-689
-5% -$73.3K 0.89% 27
2024
Q1 		$1.46M Buy
13,604
+1,094
+9% +$117K 0.98% 25
2023
Q4 		$1.34M Buy
+12,510
New +$1.31M 1.05% 22

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

Forthright Family Wealth Advisory's TIP Position: Q2 2026 in Review

Forthright Family Wealth Advisory sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 13,604 shares — an estimated $1.46M sold.

Forthright Family Wealth Advisory first reported a position in TIP in Q4 2023 and held it in 4 quarters. The position peaked at $1.46M in Q1 2026. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Forthright Family Wealth Advisory reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Forthright Family Wealth Advisory sold 13,604 iShares TIPS Bond ETF shares in Q2 2026, an estimated $1.46M.
  • Forthright Family Wealth Advisory first reported a position in iShares TIPS Bond ETF in Q4 2023 and held it in 4 quarters.
  • Forthright Family Wealth Advisory's iShares TIPS Bond ETF position peaked at $1.46M in Q1 2026.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.