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Genesis Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Genesis Financial 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 		– Sell
-2,325
Closed -$257K – 118
2026
Q1 		$257K Buy
2,325
+45
+2% +$4.98K 0.16% 85
2025
Q4 		$251K Buy
+2,280
New +$253K 0.15% 91

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 $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 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 22.9% 1-Year Est. Return
Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Genesis Financial Group's TIP Position: Q2 2026 in Review

Genesis Financial Group sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 2,325 shares — an estimated $257K sold.

Genesis Financial Group first reported a position in TIP in Q4 2025 and held it in 2 quarters. The position peaked at $257K in Q1 2026. 1,029 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Genesis Financial Group reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Genesis Financial Group sold 2,325 iShares TIPS Bond ETF shares in Q2 2026, an estimated $257K.
  • Genesis Financial Group first reported a position in iShares TIPS Bond ETF in Q4 2025 and held it in 2 quarters.
  • Genesis Financial Group's iShares TIPS Bond ETF position peaked at $257K in Q1 2026.
  • 1,029 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Genesis Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.