FFA
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Founders Financial Alliance’s iShares TIPS Bond ETF TIP Stock Holding History

Founders Financial Alliance’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 		$50.2K Sell
459
-31
-6% -$3.43K 0.01% 557
2026
Q1 		$54.1K Buy
490
+19
+4% +$2.1K 0.01% 505
2025
Q4 		$51.7K Sell
471
-51
-10% -$5.66K 0.01% 429
2025
Q3 		$58K Buy
522
+2
+0.4% +$221 0.01% 486
2025
Q2 		$57.3K Sell
520
-190
-27% -$20.7K 0.01% 380
2025
Q1 		$78.9K Hold
710
– – 0.02% 404
2024
Q4 		$75.7K Buy
710
+1
+0.1% +$108 0.02% 349
2024
Q3 		$78.3K Sell
709
-545
-43% -$59.2K 0.02% 355
2024
Q2 		$134K Buy
1,254
+3
+0.2% +$319 0.04% 300
2024
Q1 		$134K Sell
1,251
-39
-3% -$4.17K 0.04% 304
2023
Q4 		$139K Buy
1,290
+2
+0.2% +$209 0.05% 272
2023
Q3 		$134K Sell
1,288
-36
-3% -$3.81K 0.06% 248
2023
Q2 		$143K Buy
1,324
+440
+50% +$47.9K 0.06% 269
2023
Q1 		$97.5K Sell
884
-446
-34% -$48.3K 0.05% 256
2022
Q4 		$142K Sell
1,330
-239
-15% -$25.5K 0.07% 243
2022
Q3 		$165K Sell
1,569
-5,492
-78% -$622K 0.08% 221
2022
Q2 		$804K Buy
7,061
+5,349
+312% +$634K 0.41% 65
2022
Q1 		$213K Sell
1,712
-61
-3% -$7.67K 0.09% 202
2021
Q4 		$229K Buy
1,773
+676
+62% +$87.2K 0.09% 226
2021
Q3 		$140K Buy
1,097
+192
+21% +$24.8K 0.07% 251
2021
Q2 		$115K Sell
905
-204
-18% -$25.9K 0.05% 279
2021
Q1 		$141K Buy
1,109
+246
+29% +$31.1K 0.07% 248
2020
Q4 		$110K Hold
863
– – 0.06% 236
2020
Q3 		$109K Buy
+863
New +$108K 0.07% 248

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

Founders Financial Alliance's TIP Position: Q2 2026 in Review

Founders Financial Alliance reduced its iShares TIPS Bond ETF (TIP) stake by 6.3% in Q2 2026, selling an estimated $3.43K and leaving 459 shares worth $50.2K. The position accounts for 0.01% of the portfolio, ranked #557.

Founders Financial Alliance first reported a position in TIP in Q3 2020 and has held it in 24 quarters since. The position peaked at $804K in Q2 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Founders Financial Alliance held 459 shares of iShares TIPS Bond ETF worth $50.2K as of Q2 2026.
  • Founders Financial Alliance sold 31 iShares TIPS Bond ETF shares in Q2 2026, an estimated $3.43K.
  • iShares TIPS Bond ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #557 holding.
  • Founders Financial Alliance first reported a position in iShares TIPS Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's iShares TIPS Bond ETF position peaked at $804K in Q2 2022.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.