JAG
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Journey Advisory Group’s iShares TIPS Bond ETF TIP Stock Holding History

Journey Advisory Group’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 		$389K Hold
3,551
– – 0.03% 224
2026
Q1 		$392K Sell
3,551
-211
-6% -$23.4K 0.03% 197
2025
Q4 		$413K Hold
3,762
– – 0.03% 204
2025
Q3 		$418K Sell
3,762
-50
-1% -$5.52K 0.03% 208
2025
Q2 		$419K Sell
3,812
-400
-9% -$43.6K 0.03% 210
2025
Q1 		$468K Sell
4,212
-500
-11% -$54.3K 0.04% 198
2024
Q4 		$503K Hold
4,712
– – 0.06% 154
2024
Q3 		$503K Hold
4,712
– – 0.06% 154
2024
Q2 		$503K Sell
4,712
-650
-12% -$69.1K 0.06% 154
2024
Q1 		$576K Sell
5,362
-300
-5% -$32.1K 0.07% 151
2023
Q4 		$609K Sell
5,662
-100
-2% -$10.5K 0.08% 134
2023
Q3 		$598K Buy
5,762
+5
+0.1% +$529 0.09% 133
2023
Q2 		$620K Hold
5,757
– – 0.09% 134
2023
Q1 		$635K Sell
5,757
-716
-11% -$77.5K 0.1% 137
2022
Q4 		$689K Sell
6,473
-1,425
-18% -$152K 0.17% 113
2022
Q3 		$829K Hold
7,898
– – 0.21% 96
2022
Q2 		$925K Buy
7,898
+3,054
+63% +$362K 0.21% 100
2022
Q1 		$603K Buy
4,844
+3,025
+166% +$381K 0.15% 122
2021
Q4 		$235K Sell
1,819
-75
-4% -$9.67K 0.06% 190
2021
Q3 		$242K Sell
1,894
-507
-21% -$65.4K 0.08% 178
2021
Q2 		$307K Sell
2,401
-150
-6% -$19.1K 0.1% 161
2021
Q1 		$320K Sell
2,551
-100
-4% -$12.7K 0.11% 142
2020
Q4 		$338K Buy
+2,651
New +$334K 0.13% 130

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Journey Advisory Group's TIP Position: Q2 2026 in Review

Journey Advisory Group held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 3,551 shares worth $389K. The position accounts for 0.03% of the portfolio, ranked #224.

Journey Advisory Group first reported a position in TIP in Q4 2020 and has held it in 23 quarters since. The position peaked at $925K in Q2 2022. 762 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Journey Advisory Group held 3,551 shares of iShares TIPS Bond ETF worth $389K as of Q2 2026.
  • Journey Advisory Group left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.03% of Journey Advisory Group's portfolio in Q2 2026, its #224 holding.
  • Journey Advisory Group first reported a position in iShares TIPS Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Journey Advisory Group's iShares TIPS Bond ETF position peaked at $925K in Q2 2022.
  • 762 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.