Pinnacle Wealth Planning Services’s iShares TIPS Bond ETF TIP Stock Holding History

Pinnacle Wealth Planning Services’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	$80K	Hold	731	–	–	0.01%	995
2026 Q1	$80.7K	Buy	731 +11	+2%	+$1.22K	0.01%	925
2025 Q4	$79.1K	Buy	+720	New	+$79.9K	0.01%	914
2024 Q3	–	Sell	-2,008	Closed	-$214K	–	560
2024 Q2	$214K	Hold	2,008	–	–	0.03%	402
2024 Q1	$216K	Hold	2,008	–	–	0.03%	400
2023 Q4	$216K	Sell	2,008 -8	-0.4%	-$836	0.03%	374
2023 Q3	$209K	Buy	2,016 +51	+3%	+$5.4K	0.03%	351
2023 Q2	$211K	Hold	1,965	–	–	0.03%	367
2023 Q1	$217K	Sell	1,965 -384	-16%	-$41.6K	0.04%	361
2022 Q4	$250K	Sell	2,349 -446	-16%	-$47.6K	0.04%	301
2022 Q3	$293K	Hold	2,795	–	–	0.05%	244
2022 Q2	$318K	Sell	2,795 -126	-4%	-$14.9K	0.06%	232
2022 Q1	$364K	Buy	2,921 +120	+4%	+$15.1K	0.07%	233
2021 Q4	$362K	Buy	+2,801	New	+$361K	0.07%	226
2021 Q1	–	Sell	-1,136	Closed	-$145K	–	1783
2020 Q4	$145K	Buy	+1,136	New	+$143K	0.03%	352

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pinnacle Wealth Planning Services's TIP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 731 shares worth $80K. The position accounts for 0.01% of the portfolio, ranked #995.

Pinnacle Wealth Planning Services first reported a position in TIP in Q4 2020 and has held it in 15 quarters since. The position peaked at $364K in Q1 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Pinnacle Wealth Planning Services held 731 shares of iShares TIPS Bond ETF worth $80K as of Q2 2026.
Pinnacle Wealth Planning Services left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
iShares TIPS Bond ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #995 holding.
Pinnacle Wealth Planning Services first reported a position in iShares TIPS Bond ETF in Q4 2020 and has held it in 15 quarters since.
Pinnacle Wealth Planning Services's iShares TIPS Bond ETF position peaked at $364K in Q1 2022.
1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.