Hughes Financial Services’s iShares TIPS Bond ETF TIP Stock Holding History

Hughes Financial Services’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	$2.66M	Buy	24,304 +1,119	+5%	+$124K	0.35%	27
2026 Q1	$2.56M	Sell	23,185 -274	-1%	-$30.3K	0.39%	26
2025 Q4	$2.58M	Buy	23,459 +236	+1%	+$26.2K	0.41%	27
2025 Q3	$2.58M	Buy	23,223 +1,244	+6%	+$137K	0.41%	26
2025 Q2	$2.42M	Buy	21,979 +73	+0.3%	+$7.96K	0.42%	26
2025 Q1	$2.42M	Buy	21,906 +192	+0.9%	+$20.9K	0.47%	23
2024 Q4	$2.31M	Buy	+21,714	New	+$2.35M	0.48%	23

Other funds holding TIP

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

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

Hughes Financial Services's TIP Position: Q2 2026 in Review

Hughes Financial Services increased its iShares TIPS Bond ETF (TIP) stake by 4.8% in Q2 2026, buying an estimated $124K and bringing the position to 24,304 shares worth $2.66M. The position accounts for 0.35% of the portfolio, ranked #27.

Hughes Financial Services first reported a position in TIP in Q4 2024 and has held it in 7 quarters since. 267 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Hughes Financial Services held 24,304 shares of iShares TIPS Bond ETF worth $2.66M as of Q2 2026.
Hughes Financial Services bought 1,119 iShares TIPS Bond ETF shares in Q2 2026, an estimated $124K.
iShares TIPS Bond ETF made up 0.35% of Hughes Financial Services's portfolio in Q2 2026, its #27 holding.
Hughes Financial Services first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
267 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.