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FSM Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

FSM Wealth Advisors’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 		$352K Buy
3,213
+6
+0.2% +$663 0.04% 234
2026
Q1 		$354K Sell
3,207
-821
-20% -$90.9K 0.05% 211
2025
Q4 		$443K Buy
4,028
+197
+5% +$21.9K 0.06% 181
2025
Q3 		$426K Sell
3,831
-10
-0.3% -$1.1K 0.06% 190
2025
Q2 		$420K Sell
3,841
-23
-0.6% -$2.51K 0.07% 180
2025
Q1 		$429K Buy
+3,864
New +$420K 0.1% 119

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

FSM Wealth Advisors's TIP Position: Q2 2026 in Review

FSM Wealth Advisors increased its iShares TIPS Bond ETF (TIP) stake by 0.19% in Q2 2026, buying an estimated $663 and bringing the position to 3,213 shares worth $352K. The position accounts for 0.04% of the portfolio, ranked #234.

FSM Wealth Advisors first reported a position in TIP in Q1 2025 and has held it in 6 quarters since. The position peaked at $443K in Q4 2025. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • FSM Wealth Advisors held 3,213 shares of iShares TIPS Bond ETF worth $352K as of Q2 2026.
  • FSM Wealth Advisors bought 6 iShares TIPS Bond ETF shares in Q2 2026, an estimated $663.
  • iShares TIPS Bond ETF made up 0.04% of FSM Wealth Advisors's portfolio in Q2 2026, its #234 holding.
  • FSM Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • FSM Wealth Advisors's iShares TIPS Bond ETF position peaked at $443K in Q4 2025.
  • 1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.