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Forum Finance Group’s iShares TIPS Bond ETF TIP Stock Holding History

Forum Finance Group’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 		$245K Hold
2,770
– – 0.09% 139
2026
Q1 		$245K Buy
+2,770
New +$307K 0.13% 113

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

Forum Finance Group's TIP Position: Q2 2026 in Review

Forum Finance Group held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 2,770 shares worth $245K. The position accounts for 0.09% of the portfolio, ranked #139.

Forum Finance Group first reported a position in TIP in Q1 2026 and has held it in 2 quarters since. 1,013 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Forum Finance Group held 2,770 shares of iShares TIPS Bond ETF worth $245K as of Q2 2026.
  • Forum Finance Group left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.09% of Forum Finance Group's portfolio in Q2 2026, its #139 holding.
  • Forum Finance Group first reported a position in iShares TIPS Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,013 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.