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 Q2	$2.33M	Buy	21,299 +79	+0.4%	+$8.73K	1.71%	14
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 $1.55T 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

Golden Bell Financial Planning's TIP Position: Q2 2026 in Review

Golden Bell Financial Planning increased its iShares TIPS Bond ETF (TIP) stake by 0.37% in Q2 2026, buying an estimated $8.73K and bringing the position to 21,299 shares worth $2.33M. The position accounts for 1.71% of the portfolio, ranked #14.

Golden Bell Financial Planning first reported a position in TIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.45M in Q1 2025. 1,019 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Golden Bell Financial Planning held 21,299 shares of iShares TIPS Bond ETF worth $2.33M as of Q2 2026.
Golden Bell Financial Planning bought 79 iShares TIPS Bond ETF shares in Q2 2026, an estimated $8.73K.
iShares TIPS Bond ETF made up 1.71% of Golden Bell Financial Planning's portfolio in Q2 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 7 quarters since.
Golden Bell Financial Planning's iShares TIPS Bond ETF position peaked at $2.45M in Q1 2025.
1,019 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Golden Bell Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.