JCM
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J2 Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

J2 Capital Management’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
Q3 		$731K Buy
7,027
+567
+9% +$60.6K 0.46% 49
2026
Q2 		$707K Buy
6,460
+129
+2% +$14.3K 0.48% 41
2026
Q1 		$699K Buy
6,331
+227
+4% +$25.1K 0.48% 50
2025
Q4 		$671K Buy
6,104
+310
+5% +$34.4K 0.49% 42
2025
Q3 		$644K Buy
+5,794
New +$640K 0.48% 50
2025
Q2 		– Sell
-5,691
Closed -$632K – 128
2025
Q1 		$632K Sell
5,691
-30,467
-84% -$3.31M 0.58% 29
2024
Q4 		$3.85M Buy
+36,158
New +$3.91M 3.62% 6

Other funds holding TIP

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $377M AUM 11.3% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $137M AUM 0.07% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

J2 Capital Management's TIP Position: Q3 2026 in Review

J2 Capital Management increased its iShares TIPS Bond ETF (TIP) stake by 8.8% in Q3 2026, buying an estimated $60.6K and bringing the position to 7,027 shares worth $731K. The position accounts for 0.46% of the portfolio, ranked #49.

J2 Capital Management first reported a position in TIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.85M in Q4 2024. 215 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • J2 Capital Management held 7,027 shares of iShares TIPS Bond ETF worth $731K as of Q3 2026.
  • J2 Capital Management bought 567 iShares TIPS Bond ETF shares in Q3 2026, an estimated $60.6K.
  • iShares TIPS Bond ETF made up 0.46% of J2 Capital Management's portfolio in Q3 2026, its #49 holding.
  • J2 Capital Management first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • J2 Capital Management's iShares TIPS Bond ETF position peaked at $3.85M in Q4 2024.
  • 215 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on J2 Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.