Game Plan Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Game Plan Financial 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	$20.2K	Sell	185 -168	-48%	-$18.6K	0.01%	199
2026 Q1	$39K	Buy	353 +205	+139%	+$22.7K	0.02%	139
2025 Q4	$16.3K	Buy	+148	New	+$16.4K	0.01%	188
2022 Q4	–	Sell	-5,000	Closed	-$525K	–	100
2022 Q3	$525K	Sell	5,000 -2,000	-29%	-$226K	0.44%	51
2022 Q2	$800K	Sell	7,000 -2,000	-22%	-$237K	0.64%	47
2022 Q1	$1.12M	Hold	9,000	–	–	0.67%	49
2021 Q4	$1.16M	Buy	9,000 +2,000	+29%	+$258K	0.62%	51
2021 Q3	$894K	Hold	7,000	–	–	0.53%	57
2021 Q2	$896K	Hold	7,000	–	–	0.53%	53
2021 Q1	$878K	Hold	7,000	–	–	0.57%	52
2020 Q4	$893K	Buy	7,000 +1,000	+17%	+$126K	0.63%	47
2020 Q3	$759K	Buy	+6,000	New	+$754K	0.76%	44

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Game Plan Financial Advisors's TIP Position: Q2 2026 in Review

Game Plan Financial Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 48% in Q2 2026, selling an estimated $18.6K and leaving 185 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #199.

Game Plan Financial Advisors first reported a position in TIP in Q3 2020 and has held it in 12 quarters since. The position peaked at $1.16M in Q4 2021. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Game Plan Financial Advisors held 185 shares of iShares TIPS Bond ETF worth $20.2K as of Q2 2026.
Game Plan Financial Advisors sold 168 iShares TIPS Bond ETF shares in Q2 2026, an estimated $18.6K.
iShares TIPS Bond ETF made up 0.01% of Game Plan Financial Advisors's portfolio in Q2 2026, its #199 holding.
Game Plan Financial Advisors first reported a position in iShares TIPS Bond ETF in Q3 2020 and has held it in 12 quarters since.
Game Plan Financial Advisors's iShares TIPS Bond ETF position peaked at $1.16M in Q4 2021.
1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.