PS
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Planned Solutions’s iShares TIPS Bond ETF TIP Stock Holding History

Planned Solutions’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 		$734K Hold
6,707
– – 0.21% 56
2026
Q1 		$740K Hold
6,707
– – 0.24% 49
2025
Q4 		$737K Hold
6,707
– – 0.24% 48
2025
Q3 		$746K Hold
6,707
– – 0.26% 47
2025
Q2 		$738K Sell
6,707
-354
-5% -$38.6K 0.28% 43
2025
Q1 		$784K Hold
7,061
– – 0.32% 39
2024
Q4 		$752K Sell
7,061
-37
-0.5% -$4.01K 0.3% 40
2024
Q3 		$784K Sell
7,098
-746
-10% -$81.1K 0.31% 35
2024
Q2 		$838K Hold
7,844
– – 0.41% 30
2024
Q1 		$843K Sell
7,844
-293
-4% -$31.3K 0.41% 28
2023
Q4 		$875K Sell
8,137
-1,052
-11% -$110K 0.41% 23
2023
Q3 		$953K Sell
9,189
-630
-6% -$66.7K 0.57% 22
2023
Q2 		$1.06M Sell
9,819
-950
-9% -$103K 0.62% 22
2023
Q1 		$1.19M Sell
10,769
-3,219
-23% -$348K 0.75% 20
2022
Q4 		$1.49M Sell
13,988
-50,571
-78% -$5.4M 1.09% 18
2022
Q3 		$6.77M Buy
64,559
+2,807
+5% +$318K 5.66% 4
2022
Q2 		$7.03M Buy
61,752
+126
+0.2% +$14.9K 6.57% 4
2022
Q1 		$7.68M Buy
61,626
+7,155
+13% +$900K 5.36% 6
2021
Q4 		$7.04M Buy
+54,471
New +$7.02M 4.71% 6
2021
Q2 		$5.98M Buy
46,745
+863
+2% +$110K 4.14% 7
2021
Q1 		$5.76M Buy
45,882
+38,369
+511% +$4.86M 4.5% 7
2020
Q4 		$959K Buy
7,513
+6,508
+648% +$821K 0.77% 14
2020
Q3 		$127K Buy
+1,005
New +$126K 0.12% 70

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Planned Solutions's TIP Position: Q2 2026 in Review

Planned Solutions held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 6,707 shares worth $734K. The position accounts for 0.21% of the portfolio, ranked #56.

Planned Solutions first reported a position in TIP in Q3 2020 and has held it in 23 quarters since. The position peaked at $7.68M in Q1 2022. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Planned Solutions held 6,707 shares of iShares TIPS Bond ETF worth $734K as of Q2 2026.
  • Planned Solutions left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.21% of Planned Solutions's portfolio in Q2 2026, its #56 holding.
  • Planned Solutions first reported a position in iShares TIPS Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • Planned Solutions's iShares TIPS Bond ETF position peaked at $7.68M in Q1 2022.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.