Net Worth Advisory Group’s iShares TIPS Bond ETF TIP Stock Holding History

Net Worth 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	$355K	Sell	3,241 -112,379	-97%	-$12.4M	0.09%	244
2026 Q1	$12.8M	Buy	115,620 +1,602	+1%	+$177K	2.65%	5
2025 Q4	$12.5M	Buy	114,018 +9,008	+9%	+$999K	2.53%	5
2025 Q3	$11.7M	Sell	105,010 -4,972	-5%	-$549K	3.38%	2
2025 Q2	$12.1M	Buy	109,982 +1,848	+2%	+$202K	2.68%	4
2025 Q1	$12M	Buy	108,134 +794	+0.7%	+$86.2K	3.78%	2
2024 Q4	$11.4M	Sell	107,340 -1,031	-1%	-$112K	3.47%	2
2024 Q3	$12M	Buy	+108,371	New	+$11.8M	3.55%	2

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

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

Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

Net Worth Advisory Group's TIP Position: Q2 2026 in Review

Net Worth Advisory Group reduced its iShares TIPS Bond ETF (TIP) stake by 97% in Q2 2026, selling an estimated $12.4M and leaving 3,241 shares worth $355K. The position accounts for 0.09% of the portfolio, ranked #244.

Net Worth Advisory Group first reported a position in TIP in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.8M in Q1 2026. 170 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Net Worth Advisory Group held 3,241 shares of iShares TIPS Bond ETF worth $355K as of Q2 2026.
Net Worth Advisory Group sold 112,379 iShares TIPS Bond ETF shares in Q2 2026, an estimated $12.4M.
iShares TIPS Bond ETF made up 0.09% of Net Worth Advisory Group's portfolio in Q2 2026, its #244 holding.
Net Worth Advisory Group first reported a position in iShares TIPS Bond ETF in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's iShares TIPS Bond ETF position peaked at $12.8M in Q1 2026.
170 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.