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IFP Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

IFP 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 		$4.01M Buy
36,649
+2,441
+7% +$270K 0.07% 301
2026
Q1 		$3.78M Sell
34,208
-42
-0.1% -$4.65K 0.08% 277
2025
Q4 		$3.76M Buy
34,250
+35
+0.1% +$3.88K 0.08% 255
2025
Q3 		$3.81M Sell
34,215
-625
-2% -$69K 0.1% 221
2025
Q2 		$3.83M Sell
34,840
-540
-2% -$58.9K 0.11% 200
2025
Q1 		$3.93M Buy
35,380
+3,278
+10% +$356K 0.12% 186
2024
Q4 		$3.42M Buy
32,102
+23,780
+286% +$2.57M 0.11% 196
2024
Q3 		$919K Buy
8,322
+2,518
+43% +$274K 0.03% 501
2024
Q2 		$620K Buy
5,804
+232
+4% +$24.7K 0.02% 587
2024
Q1 		$598K Sell
5,572
-979
-15% -$105K 0.03% 558
2023
Q4 		$704K Sell
6,551
-1,217
-16% -$127K 0.03% 472
2023
Q3 		$806K Buy
7,768
+1,242
+19% +$131K 0.04% 454
2023
Q2 		$702K Sell
6,526
-6,421
-50% -$699K 0.03% 536
2023
Q1 		$1.45M Sell
12,947
-11,768
-48% -$1.27M 0.06% 299
2022
Q4 		$2.8M Sell
24,715
-44,235
-64% -$4.72M 0.07% 282
2022
Q3 		$7.77M Buy
68,950
+25,192
+58% +$2.85M 0.2% 99
2022
Q2 		$4.96M Hold
43,758
– – 0.16% 144
2022
Q1 		$4.96M Buy
43,758
+17,251
+65% +$2.17M 0.16% 144
2021
Q4 		$3.44M Buy
26,507
+8,730
+49% +$1.13M 0.07% 169
2021
Q3 		$2.28M Buy
17,777
+7,805
+78% +$1.01M 0.05% 232
2021
Q2 		$1.27M Buy
9,972
+4,134
+71% +$525K 0.03% 328
2021
Q1 		$735K Sell
5,838
-32,317
-85% -$4.09M 0.01% 418
2020
Q4 		$4.87M Buy
38,155
+23,971
+169% +$3.02M 0.2% 89
2020
Q3 		$1.8M Sell
14,184
-4,452
-24% -$559K 0.11% 186
2020
Q2 		$2.29M Buy
18,636
+13,765
+283% +$1.67M 0.18% 124
2020
Q1 		$581K Sell
4,871
-68
-1% -$8.01K 0.06% 316
2019
Q4 		$576K Sell
4,939
-2,264
-31% -$263K 0.04% 400
2019
Q3 		$837K Buy
+7,203
New +$836K 0.06% 351
2019
Q1 		$1M Sell
8,946
-19,038
-68% -$2.11M 0.14% 160
2018
Q4 		$3.06M Sell
27,984
-17,441
-38% -$1.9M 0.19% 128
2018
Q3 		$5.03M Buy
45,425
+4,184
+10% +$467K 0.2% 110
2018
Q2 		$4.66M Buy
41,241
+13,192
+47% +$1.48M 0.2% 116
2018
Q1 		$3.2M Hold
28,049
– – 0.15% 163
2017
Q4 		$3.2M Sell
28,049
-6,732
-19% -$766K 0.15% 163
2017
Q3 		$3.95M Sell
34,781
-2,051
-6% -$234K 0.16% 147
2017
Q2 		$4.18M Sell
36,832
-5,007
-12% -$572K 0.18% 123
2017
Q1 		$4.8M Buy
41,839
+3,719
+10% +$424K 0.21% 107
2016
Q4 		$4.31M Buy
38,120
+5,952
+19% +$680K 0.21% 106
2016
Q3 		$3.75M Buy
32,168
+6,134
+24% +$712K 0.19% 109
2016
Q2 		$3.04M Buy
26,034
+17,088
+191% +$1.96M 0.17% 121
2016
Q1 		$1M Sell
8,946
-7,002
-44% -$782K 0.14% 160
2015
Q4 		$1.75M Buy
+15,948
New +$1.76M 0.12% 188

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

IFP Advisors's TIP Position: Q2 2026 in Review

IFP Advisors increased its iShares TIPS Bond ETF (TIP) stake by 7.1% in Q2 2026, buying an estimated $270K and bringing the position to 36,649 shares worth $4.01M. The position accounts for 0.07% of the portfolio, ranked #301.

IFP Advisors first reported a position in TIP in Q4 2015 and has held it in 42 quarters since. The position peaked at $7.77M in Q3 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • IFP Advisors held 36,649 shares of iShares TIPS Bond ETF worth $4.01M as of Q2 2026.
  • IFP Advisors bought 2,441 iShares TIPS Bond ETF shares in Q2 2026, an estimated $270K.
  • iShares TIPS Bond ETF made up 0.07% of IFP Advisors's portfolio in Q2 2026, its #301 holding.
  • IFP Advisors first reported a position in iShares TIPS Bond ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares TIPS Bond ETF position peaked at $7.77M in Q3 2022.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.