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FSA Investment Group’s iShares TIPS Bond ETF TIP Stock Holding History

FSA Investment Group’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 		$535K Sell
4,887
-167
-3% -$18.5K 0.17% 32
2026
Q1 		$558K Hold
5,054
– – 0.22% 26
2025
Q4 		$555K Buy
5,054
+606
+14% +$67.2K 0.34% 19
2025
Q3 		$495K Sell
4,448
-96
-2% -$10.6K 0.31% 24
2025
Q2 		$500K Buy
4,544
+697
+18% +$76K 0.37% 13
2025
Q1 		$427K Sell
3,847
-126
-3% -$13.7K 0.36% 19
2024
Q4 		$422K Buy
+3,973
New +$430K 0.37% 18

Other funds holding TIP

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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
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 $43.3B AUM 29.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

FSA Investment Group's TIP Position: Q2 2026 in Review

FSA Investment Group reduced its iShares TIPS Bond ETF (TIP) stake by 3.3% in Q2 2026, selling an estimated $18.5K and leaving 4,887 shares worth $535K. The position accounts for 0.17% of the portfolio, ranked #32.

FSA Investment Group first reported a position in TIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $558K in Q1 2026. 384 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • FSA Investment Group held 4,887 shares of iShares TIPS Bond ETF worth $535K as of Q2 2026.
  • FSA Investment Group sold 167 iShares TIPS Bond ETF shares in Q2 2026, an estimated $18.5K.
  • iShares TIPS Bond ETF made up 0.17% of FSA Investment Group's portfolio in Q2 2026, its #32 holding.
  • FSA Investment Group first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • FSA Investment Group's iShares TIPS Bond ETF position peaked at $558K in Q1 2026.
  • 384 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on FSA Investment Group's 13F filing for Q2 2026, filed 20 Jul 2026.