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OFC Financial Planning’s iShares TIPS Bond ETF TIP Stock Holding History

OFC Financial Planning’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 		$201K Hold
1,840
– – 0.18% 55
2026
Q1 		$203K Hold
1,840
– – 0.2% 55
2025
Q4 		$202K Hold
1,840
– – 0.19% 54
2025
Q3 		$205K Hold
1,840
– – 0.2% 53
2025
Q2 		$202K Hold
1,840
– – 0.22% 54
2025
Q1 		$204K Sell
1,840
-60
-3% -$6.52K 0.23% 52
2024
Q4 		$202K Buy
+1,900
New +$206K 0.21% 52

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

OFC Financial Planning's TIP Position: Q2 2026 in Review

OFC Financial Planning held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 1,840 shares worth $201K. The position accounts for 0.18% of the portfolio, ranked #55.

OFC Financial Planning first reported a position in TIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $205K in Q3 2025. 679 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • OFC Financial Planning held 1,840 shares of iShares TIPS Bond ETF worth $201K as of Q2 2026.
  • OFC Financial Planning left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.18% of OFC Financial Planning's portfolio in Q2 2026, its #55 holding.
  • OFC Financial Planning first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • OFC Financial Planning's iShares TIPS Bond ETF position peaked at $205K in Q3 2025.
  • 679 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.