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Grey Fox Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Grey Fox Wealth 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 		$1.09M Sell
9,923
-315
-3% -$34.8K 0.17% 68
2026
Q1 		$1.13M Sell
10,238
-333
-3% -$36.9K 0.22% 58
2025
Q4 		$1.16M Sell
10,571
-992
-9% -$110K 0.24% 57
2025
Q3 		$1.29M Buy
11,563
+22
+0.2% +$2.43K 0.26% 54
2025
Q2 		$1.27M Sell
11,541
-15
-0.1% -$1.64K 0.3% 53
2025
Q1 		$1.28M Buy
11,556
+98
+0.9% +$10.6K 0.34% 45
2024
Q4 		$1.22M Sell
11,458
-14
-0.1% -$1.52K 0.33% 46
2024
Q3 		$1.27M Sell
11,472
-331
-3% -$36K 0.35% 44
2024
Q2 		$1.26M Sell
11,803
-1,226
-9% -$130K 0.44% 36
2024
Q1 		$1.4M Sell
13,029
-740
-5% -$79.1K 0.53% 34
2023
Q4 		$1.48M Sell
13,769
-2,532
-16% -$265K 0.64% 32
2023
Q3 		$1.69M Buy
16,301
+1,727
+12% +$183K 0.85% 31
2023
Q2 		$1.57M Buy
14,574
+92
+0.6% +$10K 0.81% 31
2023
Q1 		$1.6M Buy
14,482
+299
+2% +$32.4K 0.94% 26
2022
Q4 		$1.51M Buy
+14,183
New +$1.51M 1% 24

Other funds holding TIP

VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

Grey Fox Wealth Advisors's TIP Position: Q2 2026 in Review

Grey Fox Wealth Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 3.1% in Q2 2026, selling an estimated $34.8K and leaving 9,923 shares worth $1.09M. The position accounts for 0.17% of the portfolio, ranked #68.

Grey Fox Wealth Advisors first reported a position in TIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.69M in Q3 2023. 234 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Grey Fox Wealth Advisors held 9,923 shares of iShares TIPS Bond ETF worth $1.09M as of Q2 2026.
  • Grey Fox Wealth Advisors sold 315 iShares TIPS Bond ETF shares in Q2 2026, an estimated $34.8K.
  • iShares TIPS Bond ETF made up 0.17% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • Grey Fox Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Grey Fox Wealth Advisors's iShares TIPS Bond ETF position peaked at $1.69M in Q3 2023.
  • 234 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.