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Foundations Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Foundations Investment 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 		$333K Buy
3,046
+588
+24% +$65K ﹤0.01% 918
2026
Q1 		$271K Buy
2,458
+121
+5% +$13.4K ﹤0.01% 951
2025
Q4 		$257K Sell
2,337
-579
-20% -$64.2K ﹤0.01% 953
2025
Q3 		$324K Sell
2,916
-1,228
-30% -$136K ﹤0.01% 822
2025
Q2 		$456K Sell
4,144
-4,170
-50% -$455K 0.01% 609
2025
Q1 		$924K Sell
8,314
-945
-10% -$103K 0.02% 420
2024
Q4 		$987K Buy
9,259
+1,027
+12% +$111K 0.02% 398
2024
Q3 		$909K Sell
8,232
-113,163
-93% -$12.3M 0.02% 377
2024
Q2 		$13M Buy
121,395
+13,024
+12% +$1.38M 0.31% 71
2024
Q1 		$11.6M Buy
108,371
+11,182
+12% +$1.19M 0.3% 70
2023
Q4 		$10.5M Buy
97,189
+16,860
+21% +$1.76M 0.28% 69
2023
Q3 		$8.33M Buy
80,329
+73,641
+1,101% +$7.79M 0.26% 75
2023
Q2 		$720K Sell
6,688
-2,210
-25% -$241K 0.02% 304
2023
Q1 		$981K Sell
8,898
-20,016
-69% -$2.17M 0.04% 245
2022
Q4 		$3.08M Buy
28,914
+2,736
+10% +$292K 0.12% 94
2022
Q3 		$2.75M Sell
26,178
-14,678
-36% -$1.66M 0.12% 76
2022
Q2 		$4.65M Buy
40,856
+18,438
+82% +$2.19M 0.19% 61
2022
Q1 		$2.72M Sell
22,418
-8,632
-28% -$1.09M 0.11% 75
2021
Q4 		$3.93M Buy
31,050
+8,699
+39% +$1.12M 0.15% 56
2021
Q3 		$2.86M Buy
22,351
+17,874
+399% +$2.3M 0.12% 61
2021
Q2 		$573K Sell
4,477
-6,653
-60% -$845K 0.03% 152
2021
Q1 		$1.4M Buy
+11,130
New +$1.41M 0.08% 75
2018
Q4 		– Sell
-133,116
Closed -$14.7M – 128
2018
Q3 		$14.7M Buy
133,116
+20,221
+18% +$2.26M 3.59% 13
2018
Q2 		$12.7M Buy
+112,895
New +$12.7M 3.4% 14

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

Foundations Investment Advisors's TIP Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares TIPS Bond ETF (TIP) stake by 24% in Q2 2026, buying an estimated $65K and bringing the position to 3,046 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Foundations Investment Advisors first reported a position in TIP in Q2 2018 and has held it in 24 quarters since. The position peaked at $14.7M in Q3 2018. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Foundations Investment Advisors held 3,046 shares of iShares TIPS Bond ETF worth $333K as of Q2 2026.
  • Foundations Investment Advisors bought 588 iShares TIPS Bond ETF shares in Q2 2026, an estimated $65K.
  • iShares TIPS Bond ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #918 holding.
  • Foundations Investment Advisors first reported a position in iShares TIPS Bond ETF in Q2 2018 and has held it in 24 quarters since.
  • Foundations Investment Advisors's iShares TIPS Bond ETF position peaked at $14.7M in Q3 2018.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.