FIG
TIP icon

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

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

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. 1,019 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.
  • 1,019 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.