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Independence Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Independence Financial 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 		$21M Buy
192,148
+70,774
+58% +$7.82M 5.45% 4
2026
Q1 		$13.4M Buy
121,374
+2,755
+2% +$305K 4.02% 7
2025
Q4 		$13M Buy
118,619
+4,387
+4% +$487K 3.58% 8
2025
Q3 		$12.7M Buy
114,232
+4,949
+5% +$547K 3.87% 8
2025
Q2 		$12M Buy
109,283
+4,863
+5% +$530K 4.68% 5
2025
Q1 		$11.6M Buy
+104,420
New +$11.3M 4.41% 7

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

Independence Financial Advisors's TIP Position: Q2 2026 in Review

Independence Financial Advisors increased its iShares TIPS Bond ETF (TIP) stake by 58% in Q2 2026, buying an estimated $7.82M and bringing the position to 192,148 shares worth $21M. The position accounts for 5.45% of the portfolio, ranked #4.

Independence Financial Advisors first reported a position in TIP in Q1 2025 and has held it in 6 quarters since. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Independence Financial Advisors held 192,148 shares of iShares TIPS Bond ETF worth $21M as of Q2 2026.
  • Independence Financial Advisors bought 70,774 iShares TIPS Bond ETF shares in Q2 2026, an estimated $7.82M.
  • iShares TIPS Bond ETF made up 5.45% of Independence Financial Advisors's portfolio in Q2 2026, its #4 holding.
  • Independence Financial Advisors first reported a position in iShares TIPS Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.