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Frisco Financial Planning’s iShares TIPS Bond ETF TIP Stock Holding History

Frisco Financial Planning’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
Q3 		$21.8K Hold
210
– – 0.02% 28
2026
Q2 		$23K Hold
210
– – 0.02% 26
2026
Q1 		$23.2K Buy
+210
New +$23.2K 0.02% 27

Other funds holding TIP

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Frisco Financial Planning's TIP Position: Q3 2026 in Review

Frisco Financial Planning held its iShares TIPS Bond ETF (TIP) position steady in Q3 2026 at 210 shares worth $21.8K. The position accounts for 0.02% of the portfolio, ranked #28.

Frisco Financial Planning first reported a position in TIP in Q1 2026 and has held it in 3 quarters since. The position peaked at $23.2K in Q1 2026. 12 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Frisco Financial Planning held 210 shares of iShares TIPS Bond ETF worth $21.8K as of Q3 2026.
  • Frisco Financial Planning left its iShares TIPS Bond ETF share count unchanged in Q3 2026.
  • iShares TIPS Bond ETF made up 0.02% of Frisco Financial Planning's portfolio in Q3 2026, its #28 holding.
  • Frisco Financial Planning first reported a position in iShares TIPS Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Frisco Financial Planning's iShares TIPS Bond ETF position peaked at $23.2K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Frisco Financial Planning's 13F filing for Q3 2026, filed 5 Oct 2026.