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 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 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 $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $105B AUM 38.07% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Houlihan Financial Resource Group's TIP Position: Q1 2026 in Review

Houlihan Financial Resource Group held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 3,846 shares worth $424K. The position accounts for 0.17% of the portfolio, ranked #81.

Houlihan Financial Resource Group first reported a position in TIP in Q4 2019 and has held it in 15 quarters since. The position peaked at $614K in Q3 2020. 1,016 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Houlihan Financial Resource Group held 3,846 shares of iShares TIPS Bond ETF worth $424K as of Q1 2026.
Houlihan Financial Resource Group left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
iShares TIPS Bond ETF made up 0.17% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #81 holding.
Houlihan Financial Resource Group first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 15 quarters since.
Houlihan Financial Resource Group's iShares TIPS Bond ETF position peaked at $614K in Q3 2020.
1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.