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Narus Financial Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Narus Financial Partners’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 		$713K Buy
6,520
+3,403
+109% +$376K 0.18% 85
2026
Q1 		$344K Buy
3,117
+777
+33% +$86K 0.09% 123
2025
Q4 		$257K Sell
2,340
-25
-1% -$2.77K 0.07% 145
2025
Q3 		$263K Buy
2,365
+388
+20% +$42.9K 0.07% 148
2025
Q2 		$218K Sell
1,977
-81
-4% -$8.84K 0.07% 150
2025
Q1 		$229K Buy
+2,058
New +$224K 0.08% 137
2023
Q2 		– Sell
-2,263
Closed -$250K – 124
2023
Q1 		$250K Sell
2,263
-368
-14% -$39.8K 0.14% 98
2022
Q4 		$280K Sell
2,631
-810
-24% -$86.5K 0.16% 89
2022
Q3 		$361K Buy
3,441
+1,588
+86% +$180K 0.23% 72
2022
Q2 		$211K Sell
1,853
-3,683
-67% -$437K 0.13% 106
2022
Q1 		$690K Buy
+5,536
New +$696K 0.39% 45
2021
Q1 		$233K Buy
+1,858
New +$235K 0.14% 95

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Narus Financial Partners's TIP Position: Q2 2026 in Review

Narus Financial Partners increased its iShares TIPS Bond ETF (TIP) stake by 109% in Q2 2026, buying an estimated $376K and bringing the position to 6,520 shares worth $713K. The position accounts for 0.18% of the portfolio, ranked #85.

Narus Financial Partners first reported a position in TIP in Q1 2021 and has held it in 12 quarters since. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Narus Financial Partners held 6,520 shares of iShares TIPS Bond ETF worth $713K as of Q2 2026.
  • Narus Financial Partners bought 3,403 iShares TIPS Bond ETF shares in Q2 2026, an estimated $376K.
  • iShares TIPS Bond ETF made up 0.18% of Narus Financial Partners's portfolio in Q2 2026, its #85 holding.
  • Narus Financial Partners first reported a position in iShares TIPS Bond ETF in Q1 2021 and has held it in 12 quarters since.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.