Golden Bell Financial Planning’s iShares TIPS Bond ETF TIP Stock Holding History

Golden Bell Financial Planning’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 Q1	$2.34M	Sell	21,220 -68	-0.3%	-$7.53K	1.87%	14
2025 Q4	$2.34M	Sell	21,288 -118	-0.6%	-$13.1K	1.95%	14
2025 Q3	$2.38M	Buy	21,406 +445	+2%	+$49.2K	2.07%	13
2025 Q2	$2.31M	Sell	20,961 -1,126	-5%	-$123K	2.17%	13
2025 Q1	$2.45M	Buy	22,087 +487	+2%	+$52.9K	2.38%	12
2024 Q4	$2.3M	Buy	+21,600	New	+$2.34M	2.31%	12

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Golden Bell Financial Planning's TIP Position: Q1 2026 in Review

Golden Bell Financial Planning reduced its iShares TIPS Bond ETF (TIP) stake by 0.32% in Q1 2026, selling an estimated $7.53K and leaving 21,220 shares worth $2.34M. The position accounts for 1.87% of the portfolio, ranked #14.

Golden Bell Financial Planning first reported a position in TIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.45M in Q1 2025. 1,014 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Golden Bell Financial Planning held 21,220 shares of iShares TIPS Bond ETF worth $2.34M as of Q1 2026.
Golden Bell Financial Planning sold 68 iShares TIPS Bond ETF shares in Q1 2026, an estimated $7.53K.
iShares TIPS Bond ETF made up 1.87% of Golden Bell Financial Planning's portfolio in Q1 2026, its #14 holding.
Golden Bell Financial Planning first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 6 quarters since.
Golden Bell Financial Planning's iShares TIPS Bond ETF position peaked at $2.45M in Q1 2025.
1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Golden Bell Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.