JF
TIP icon

JMN Financial’s iShares TIPS Bond ETF TIP Stock Holding History

JMN Financial’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 		$241K Hold
2,200
– – 0.19% 166
2026
Q1 		$243K Buy
+2,200
New +$243K 0.24% 142

Other funds holding TIP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

JMN Financial's TIP Position: Q2 2026 in Review

JMN Financial held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 2,200 shares worth $241K. The position accounts for 0.19% of the portfolio, ranked #166.

JMN Financial first reported a position in TIP in Q1 2026 and has held it in 2 quarters since. The position peaked at $243K in Q1 2026. 977 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • JMN Financial held 2,200 shares of iShares TIPS Bond ETF worth $241K as of Q2 2026.
  • JMN Financial left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.19% of JMN Financial's portfolio in Q2 2026, its #166 holding.
  • JMN Financial first reported a position in iShares TIPS Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • JMN Financial's iShares TIPS Bond ETF position peaked at $243K in Q1 2026.
  • 977 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.