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

Goldstone 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 		$218K Sell
1,995
-1
-0.1% -$111 0.02% 231
2026
Q1 		$220K Sell
1,996
-3
-0.2% -$332 0.02% 211
2025
Q4 		$220K Buy
1,999
+1
+0.1% +$111 0.02% 210
2025
Q3 		$222K Sell
1,998
-56
-3% -$6.19K 0.03% 208
2025
Q2 		$225K Sell
2,054
-2
-0.1% -$218 0.03% 194
2025
Q1 		$228K Sell
2,056
-12
-0.6% -$1.3K 0.03% 189
2024
Q4 		$220K Sell
2,068
-62
-3% -$6.71K 0.03% 190
2024
Q3 		$235K Sell
2,130
-145
-6% -$15.8K 0.04% 170
2024
Q2 		$243K Sell
2,275
-78
-3% -$8.29K 0.05% 163
2024
Q1 		$253K Buy
2,353
+2
+0.1% +$214 0.06% 140
2023
Q4 		$253K Sell
2,351
-140
-6% -$14.6K 0.07% 137
2023
Q3 		$258K Sell
2,491
-205
-8% -$21.7K 0.08% 126
2023
Q2 		$290K Sell
2,696
-618
-19% -$67.3K 0.09% 124
2023
Q1 		$365K Buy
+3,314
New +$359K 0.12% 101

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

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

Goldstone Financial Group reduced its iShares TIPS Bond ETF (TIP) stake by 0.05% in Q2 2026, selling an estimated $111 and leaving 1,995 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #231.

Goldstone Financial Group first reported a position in TIP in Q1 2023 and has held it in 14 quarters since. The position peaked at $365K in Q1 2023. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Goldstone Financial Group held 1,995 shares of iShares TIPS Bond ETF worth $218K as of Q2 2026.
  • Goldstone Financial Group sold 1 iShares TIPS Bond ETF share in Q2 2026, an estimated $111.
  • iShares TIPS Bond ETF made up 0.02% of Goldstone Financial Group's portfolio in Q2 2026, its #231 holding.
  • Goldstone Financial Group first reported a position in iShares TIPS Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Goldstone Financial Group's iShares TIPS Bond ETF position peaked at $365K in Q1 2023.
  • 1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.