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
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

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
KL
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
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

J2 Capital Management's TIP Position: Q2 2026 in Review

J2 Capital Management increased its iShares TIPS Bond ETF (TIP) stake by 2% in Q2 2026, buying an estimated $14.3K and bringing the position to 6,460 shares worth $707K. The position accounts for 0.48% of the portfolio, ranked #41.

J2 Capital Management first reported a position in TIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.85M in Q4 2024. 198 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • J2 Capital Management held 6,460 shares of iShares TIPS Bond ETF worth $707K as of Q2 2026.
  • J2 Capital Management bought 129 iShares TIPS Bond ETF shares in Q2 2026, an estimated $14.3K.
  • iShares TIPS Bond ETF made up 0.48% of J2 Capital Management's portfolio in Q2 2026, its #41 holding.
  • J2 Capital Management first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • J2 Capital Management's iShares TIPS Bond ETF position peaked at $3.85M in Q4 2024.
  • 198 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on J2 Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.