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

Northstar 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	$284K	Buy	+2,594	New	+$287K	0.09%	107

Other funds holding TIP

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 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

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

Northstar Advisory Group opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 2,594 shares worth $284K. The stake represents 0.09% of the portfolio and ranks #107 among its holdings.

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

Northstar Advisory Group held 2,594 shares of iShares TIPS Bond ETF worth $284K as of Q2 2026.
iShares TIPS Bond ETF was a new Northstar Advisory Group position in Q2 2026.
iShares TIPS Bond ETF made up 0.09% of Northstar Advisory Group's portfolio in Q2 2026, its #107 holding.
475 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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