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

Houlihan Financial Resource 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 		$421K Hold
3,846
– – 0.15% 84
2026
Q1 		$424K Hold
3,846
– – 0.17% 81
2025
Q4 		$424K Buy
+3,846
New +$427K 0.16% 83
2025
Q3 		– Sell
-3,895
Closed -$428K – 102
2025
Q2 		$428K Sell
3,895
-82
-2% -$8.94K 0.18% 79
2025
Q1 		$442K Sell
3,977
-20
-0.5% -$2.17K 0.2% 72
2024
Q4 		$426K Sell
3,997
-175
-4% -$18.9K 0.18% 78
2024
Q3 		$461K Buy
+4,172
New +$453K 0.19% 77
2024
Q2 		– Sell
-4,332
Closed -$465K – 91
2024
Q1 		$465K Hold
4,332
– – 0.21% 74
2023
Q4 		$466K Sell
4,332
-30
-0.7% -$3.14K 0.23% 66
2023
Q3 		$451K Buy
+4,362
New +$462K 0.24% 66
2023
Q2 		– Sell
-4,789
Closed -$528K – 167
2023
Q1 		$528K Sell
4,789
-226
-5% -$24.5K 0.29% 58
2022
Q4 		$537K Hold
5,015
– – 0.31% 58
2022
Q3 		$532K Buy
+5,015
New +$568K 0.32% 56
2020
Q3 		$614K Buy
+4,911
New +$617K 0.35% 53
2020
Q1 		$587K Hold
4,980
– – 0.51% 47
2019
Q4 		$581K Buy
+4,980
New +$579K 0.38% 57

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 22.9% 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

Houlihan Financial Resource Group's TIP Position: Q2 2026 in Review

Houlihan Financial Resource Group held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 3,846 shares worth $421K. The position accounts for 0.15% of the portfolio, ranked #84.

Houlihan Financial Resource Group first reported a position in TIP in Q4 2019 and has held it in 16 quarters since. The position peaked at $614K in Q3 2020. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Houlihan Financial Resource Group held 3,846 shares of iShares TIPS Bond ETF worth $421K as of Q2 2026.
  • Houlihan Financial Resource Group left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.15% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #84 holding.
  • Houlihan Financial Resource Group first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 16 quarters since.
  • Houlihan Financial Resource Group's iShares TIPS Bond ETF position peaked at $614K in Q3 2020.
  • 1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.