FF
TIP icon

Friedenthal Financial’s iShares TIPS Bond ETF TIP Stock Holding History

Friedenthal Financial’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 		$22.3K Hold
204
– – 0.01% 168
2026
Q1 		$22.5K Hold
204
– – 0.01% 165
2025
Q4 		$22.4K Buy
204
+10
+5% +$1.11K 0.01% 165
2025
Q3 		$21.6K Hold
194
– – 0.01% 170
2025
Q2 		$21.3K Sell
194
-23
-11% -$2.51K 0.01% 165
2025
Q1 		$24.1K Buy
217
+30
+16% +$3.26K 0.01% 152
2024
Q4 		$19.9K Hold
187
– – 0.01% 187
2024
Q3 		$20.7K Hold
187
– – 0.01% 183
2024
Q2 		$20K Buy
187
+14
+8% +$1.49K 0.01% 180
2024
Q1 		$18.6K Buy
173
+11
+7% +$1.18K 0.01% 179
2023
Q4 		$17.4K Buy
+162
New +$16.9K 0.01% 177
2022
Q1 		– Sell
-3,323
Closed -$429K – 73
2021
Q4 		$429K Buy
3,323
+217
+7% +$28K 0.27% 51
2021
Q3 		$397K Buy
3,106
+123
+4% +$15.9K 0.23% 50
2021
Q2 		$382K Sell
2,983
-82
-3% -$10.4K 0.23% 53
2021
Q1 		$385K Sell
3,065
-38,060
-93% -$4.82M 0.28% 45
2020
Q4 		$5.24M Buy
+41,125
New +$5.19M 3.91% 11
2015
Q4 		– Sell
-2,678
Closed -$296K – 47
2015
Q3 		$296K Hold
2,678
– – 0.27% 30
2015
Q2 		$300K Hold
2,678
– – 0.26% 43
2015
Q1 		$304K Hold
2,678
– – 0.26% 41
2014
Q4 		$300K Hold
2,678
– – 0.25% 31
2014
Q3 		$300K Buy
2,678
+47
+2% +$5.38K 0.26% 34
2014
Q2 		$304K Buy
2,631
+50
+2% +$5.69K 0.25% 36
2014
Q1 		$289K Buy
2,581
+141
+6% +$15.8K 0.24% 29
2013
Q4 		$268K Buy
+2,440
New +$272K 0.25% 31

Other funds holding TIP

VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

Friedenthal Financial's TIP Position: Q2 2026 in Review

Friedenthal Financial held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 204 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #168.

Friedenthal Financial first reported a position in TIP in Q4 2013 and has held it in 24 quarters since. The position peaked at $5.24M in Q4 2020. 226 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Friedenthal Financial held 204 shares of iShares TIPS Bond ETF worth $22.3K as of Q2 2026.
  • Friedenthal Financial left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.01% of Friedenthal Financial's portfolio in Q2 2026, its #168 holding.
  • Friedenthal Financial first reported a position in iShares TIPS Bond ETF in Q4 2013 and has held it in 24 quarters since.
  • Friedenthal Financial's iShares TIPS Bond ETF position peaked at $5.24M in Q4 2020.
  • 226 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.