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

LifeSteps 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 		$20.2K Buy
+185
New +$20.5K 0.01% 313
2024
Q2 		– Sell
-418
Closed -$44.9K – 366
2024
Q1 		$44.9K Buy
+418
New +$44.7K 0.03% 164
2023
Q1 		– Sell
-2,794
Closed -$297K – 73
2022
Q4 		$297K Sell
2,794
-6,635
-70% -$709K 0.31% 57
2022
Q3 		$989K Buy
9,429
+3,722
+65% +$422K 1.11% 20
2022
Q2 		$650K Sell
5,707
-72
-1% -$8.54K 0.68% 31
2022
Q1 		$720K Buy
+5,779
New +$727K 0.53% 39

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

LifeSteps Financial's TIP Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 185 shares worth $20.2K. The stake represents 0.01% of the portfolio and ranks #313 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in TIP as recently as Q1 2024.

LifeSteps Financial first reported a position in TIP in Q1 2022 and has held it in 6 quarters since. The position peaked at $989K in Q3 2022. 226 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • LifeSteps Financial held 185 shares of iShares TIPS Bond ETF worth $20.2K as of Q2 2026.
  • iShares TIPS Bond ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares TIPS Bond ETF made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #313 holding.
  • LifeSteps Financial first reported a position in iShares TIPS Bond ETF in Q1 2022 and has held it in 6 quarters since.
  • LifeSteps Financial's iShares TIPS Bond ETF position peaked at $989K in Q3 2022.
  • 226 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.