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Capstone Wealth Management Group, Inc.’s iShares TIPS Bond ETF TIP Stock Holding History

Capstone Wealth Management Group, Inc.’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 		$1.06M Buy
+9,660
New +$1.07M 0.64% 41

Other funds holding TIP

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Capstone Wealth Management Group, Inc.'s TIP Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 9,660 shares worth $1.06M. The stake represents 0.64% of the portfolio and ranks #41 among its holdings.

390 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Capstone Wealth Management Group, Inc. held 9,660 shares of iShares TIPS Bond ETF worth $1.06M as of Q2 2026.
  • iShares TIPS Bond ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
  • iShares TIPS Bond ETF made up 0.64% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #41 holding.
  • 390 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.