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Foundation Wealth Management (Pennsylvania)’s iShares TIPS Bond ETF TIP Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$270K Sell
2,472
-152
-6% -$16.8K 0.08% 91
2026
Q1 		$290K Sell
2,624
-575
-18% -$63.6K 0.1% 73
2025
Q4 		$352K Sell
3,199
-7,447
-70% -$826K 0.13% 66
2025
Q3 		$1.18M Sell
10,646
-4,968
-32% -$549K 0.46% 40
2025
Q2 		$1.72M Sell
15,614
-1,121
-7% -$122K 0.74% 36
2025
Q1 		$1.86M Sell
16,735
-736
-4% -$79.9K 0.88% 36
2024
Q4 		$1.86M Buy
+17,471
New +$1.89M 0.9% 36

Other funds holding TIP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Cambridge Investment Research Advisors
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

Foundation Wealth Management (Pennsylvania)'s TIP Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) reduced its iShares TIPS Bond ETF (TIP) stake by 5.8% in Q2 2026, selling an estimated $16.8K and leaving 2,472 shares worth $270K. The position accounts for 0.08% of the portfolio, ranked #91.

Foundation Wealth Management (Pennsylvania) first reported a position in TIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.86M in Q4 2024. 532 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 2,472 shares of iShares TIPS Bond ETF worth $270K as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) sold 152 iShares TIPS Bond ETF shares in Q2 2026, an estimated $16.8K.
  • iShares TIPS Bond ETF made up 0.08% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #91 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Foundation Wealth Management (Pennsylvania)'s iShares TIPS Bond ETF position peaked at $1.86M in Q4 2024.
  • 532 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.