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Prospera Financial Services’s iShares TIPS Bond ETF TIP Stock Holding History

Prospera Financial 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 		$886K Sell
8,089
-2,831
-26% -$313K 0.01% 818
2026
Q1 		$1.21M Sell
10,920
-389
-3% -$43.1K 0.02% 646
2025
Q4 		$1.24M Sell
11,309
-417
-4% -$46.3K 0.02% 616
2025
Q3 		$1.31M Buy
11,726
+43
+0.4% +$4.75K 0.02% 588
2025
Q2 		$1.29M Buy
11,683
+4,896
+72% +$534K 0.02% 582
2025
Q1 		$754K Sell
6,787
-483
-7% -$52.5K 0.02% 640
2024
Q4 		$775K Sell
7,270
-467
-6% -$50.6K 0.02% 618
2024
Q3 		$855K Sell
7,737
-878
-10% -$95.4K 0.02% 541
2024
Q2 		$920K Sell
8,615
-1,477
-15% -$157K 0.03% 524
2024
Q1 		$1.08M Sell
10,092
-6,421
-39% -$686K 0.03% 473
2023
Q4 		$1.77M Sell
16,513
-2,570
-13% -$269K 0.06% 333
2023
Q3 		$1.98M Sell
19,083
-5,625
-23% -$595K 0.08% 269
2023
Q2 		$2.66M Sell
24,708
-40,869
-62% -$4.45M 0.1% 223
2023
Q1 		$7.23M Sell
65,577
-10,714
-14% -$1.16M 0.3% 78
2022
Q4 		$8.12M Sell
76,291
-6,750
-8% -$721K 0.41% 53
2022
Q3 		$8.71M Sell
83,041
-162
-0.2% -$18.3K 0.45% 37
2022
Q2 		$9.48M Buy
83,203
+8,099
+11% +$961K 0.48% 31
2022
Q1 		$9.36M Buy
75,104
+36,862
+96% +$4.64M 0.39% 32
2021
Q4 		$4.94M Buy
38,242
+9,674
+34% +$1.25M 0.21% 104
2021
Q3 		$3.65M Buy
28,568
+7,549
+36% +$973K 0.18% 139
2021
Q2 		$2.69M Buy
21,019
+3,123
+17% +$397K 0.13% 192
2021
Q1 		$2.25M Buy
17,896
+12,493
+231% +$1.58M 0.13% 191
2020
Q4 		$690K Buy
5,403
+2,013
+59% +$254K 0.05% 361
2020
Q3 		$429K Sell
3,390
-2,517
-43% -$316K 0.16% 113
2020
Q2 		$727K Buy
5,907
+2,375
+67% +$289K 0.06% 288
2020
Q1 		$417K Buy
3,532
+227
+7% +$26.7K 0.04% 337
2019
Q4 		$385K Sell
3,305
-26
-0.8% -$3.02K 0.03% 427
2019
Q3 		$387K Buy
3,331
+55
+2% +$6.38K 0.04% 374
2019
Q2 		$378K Sell
3,276
-104
-3% -$11.8K 0.04% 349
2019
Q1 		$380K Buy
3,380
+69
+2% +$7.65K 0.13% 213
2018
Q4 		$363K Sell
3,311
-992
-23% -$108K 0.07% 252
2018
Q3 		$484K Sell
4,303
-248
-5% -$27.7K 0.09% 217
2018
Q2 		$514K Sell
4,551
-475
-9% -$53.3K 0.07% 228
2018
Q1 		$568K Buy
+5,026
New +$566K 0.08% 214
2017
Q4 		– Sell
-4,738
Closed -$538K – 444
2017
Q3 		$538K Sell
4,738
-1,220
-20% -$139K 0.08% 223
2017
Q2 		$675K Buy
5,958
+3,229
+118% +$369K 0.11% 174
2017
Q1 		$313K Buy
2,729
+130
+5% +$14.8K 0.06% 263
2016
Q4 		$296K Buy
2,599
+336
+15% +$38.4K 0.06% 274
2016
Q3 		$264K Buy
2,263
+223
+11% +$25.9K 0.05% 292
2016
Q2 		$238K Buy
2,040
+103
+5% +$11.8K 0.05% 287
2016
Q1 		$222K Sell
1,937
-15
-0.8% -$1.68K 0.05% 276
2015
Q4 		$214K Buy
+1,952
New +$216K 0.05% 251
2014
Q2 		– Sell
-2,816
Closed -$316K – 284
2014
Q1 		$316K Sell
2,816
-1,641
-37% -$184K 0.1% 160
2013
Q4 		$490K Sell
4,457
-2,757
-38% -$308K 0.16% 100
2013
Q3 		$811K Sell
7,214
-1,689
-19% -$188K 0.31% 71
2013
Q2 		$997K Buy
+8,903
New +$1.05M 0.46% 54

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

Prospera Financial Services's TIP Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares TIPS Bond ETF (TIP) stake by 26% in Q2 2026, selling an estimated $313K and leaving 8,089 shares worth $886K. The position accounts for 0.01% of the portfolio, ranked #818.

Prospera Financial Services first reported a position in TIP in Q2 2013 and has held it in 46 quarters since. The position peaked at $9.48M in Q2 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Prospera Financial Services held 8,089 shares of iShares TIPS Bond ETF worth $886K as of Q2 2026.
  • Prospera Financial Services sold 2,831 iShares TIPS Bond ETF shares in Q2 2026, an estimated $313K.
  • iShares TIPS Bond ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #818 holding.
  • Prospera Financial Services first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 46 quarters since.
  • Prospera Financial Services's iShares TIPS Bond ETF position peaked at $9.48M in Q2 2022.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.