Phillip James Consulting
TIP icon

Phillip James Consulting’s iShares TIPS Bond ETF TIP Stock Holding History

Phillip James Consulting’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 		$247K Buy
+2,370
New +$253K 0.17% 70

Other funds holding TIP

Morgan Stanley
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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

Phillip James Consulting's TIP Position: Q3 2026 in Review

Phillip James Consulting opened a new position in iShares TIPS Bond ETF (TIP) in Q3 2026: 2,370 shares worth $247K. The stake represents 0.17% of the portfolio and ranks #70 among its holdings.

894 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Phillip James Consulting held 2,370 shares of iShares TIPS Bond ETF worth $247K as of Q3 2026.
  • iShares TIPS Bond ETF was a new Phillip James Consulting position in Q3 2026.
  • iShares TIPS Bond ETF made up 0.17% of Phillip James Consulting's portfolio in Q3 2026, its #70 holding.
  • 894 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.