Fortune Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Fortune Financial Advisors’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	$2M	Buy	18,287 +72	+0.4%	+$7.96K	0.86%	35
2026 Q1	$2.01M	Sell	18,215 -20	-0.1%	-$2.21K	1.02%	27
2025 Q4	$2M	Sell	18,235 -243	-1%	-$27K	1.35%	24
2025 Q3	$2.06M	Buy	18,478 +67	+0.4%	+$7.4K	1.55%	20
2025 Q2	$2.03M	Buy	18,411 +61	+0.3%	+$6.65K	1.63%	20
2025 Q1	$2.04M	Sell	18,350 -896	-5%	-$97.3K	1.76%	18
2024 Q4	$2.05M	Sell	19,246 -354	-2%	-$38.3K	1.86%	17
2024 Q3	$2.17M	Sell	19,600 -14	-0.1%	-$1.52K	1.96%	15
2024 Q2	$2.09M	Buy	19,614 +128	+0.7%	+$13.6K	1.28%	21
2024 Q1	$2.09M	Sell	19,486 -90	-0.5%	-$9.62K	1.33%	22
2023 Q4	$2.1M	Sell	19,576 -247	-1%	-$25.8K	1.47%	21
2023 Q3	$2.06M	Buy	19,823 +107	+0.5%	+$11.3K	1.57%	21
2023 Q2	$2.12M	Buy	+19,716	New	+$2.15M	1.59%	19

Other funds holding TIP

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Fortune Financial Advisors's TIP Position: Q2 2026 in Review

Fortune Financial Advisors increased its iShares TIPS Bond ETF (TIP) stake by 0.4% in Q2 2026, buying an estimated $7.96K and bringing the position to 18,287 shares worth $2M. The position accounts for 0.86% of the portfolio, ranked #35.

Fortune Financial Advisors first reported a position in TIP in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.17M in Q3 2024. 475 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Fortune Financial Advisors held 18,287 shares of iShares TIPS Bond ETF worth $2M as of Q2 2026.
Fortune Financial Advisors bought 72 iShares TIPS Bond ETF shares in Q2 2026, an estimated $7.96K.
iShares TIPS Bond ETF made up 0.86% of Fortune Financial Advisors's portfolio in Q2 2026, its #35 holding.
Fortune Financial Advisors first reported a position in iShares TIPS Bond ETF in Q2 2023 and has held it in 13 quarters since.
Fortune Financial Advisors's iShares TIPS Bond ETF position peaked at $2.17M in Q3 2024.
475 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.