OFC Financial Planning
TIP icon

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
Q3 		– Sell
-1,840
Closed -$201K – 57
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
DRW Securities
DRW Securities Chicago, Illinois $170B AUM 11.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

OFC Financial Planning's TIP Position: Q3 2026 in Review

OFC Financial Planning sold out of iShares TIPS Bond ETF (TIP) in Q3 2026, closing a stake of 1,840 shares — an estimated $201K sold.

OFC Financial Planning first reported a position in TIP in Q4 2024 and held it in 7 quarters. The position peaked at $205K in Q3 2025. 894 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • OFC Financial Planning reported no remaining iShares TIPS Bond ETF position as of Q3 2026 after selling out during the quarter.
  • OFC Financial Planning sold 1,840 iShares TIPS Bond ETF shares in Q3 2026, an estimated $201K.
  • OFC Financial Planning first reported a position in iShares TIPS Bond ETF in Q4 2024 and held it in 7 quarters.
  • OFC Financial Planning's iShares TIPS Bond ETF position peaked at $205K in Q3 2025.
  • 894 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on OFC Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.