Prosperity Planning’s iShares TIPS Bond ETF TIP Stock Holding History

Prosperity 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 Q2	–	Hold	0	–	–	–	47
2026 Q1	–	Hold	0	–	–	–	44
2025 Q4	–	Hold	0	–	–	–	45
2025 Q3	–	Hold	0	–	–	–	50
2025 Q2	–	Hold	0	–	–	–	49
2025 Q1	–	Hold	0	–	–	–	48
2024 Q4	–	Hold	0	–	–	–	46
2024 Q3	–	Sell	-13,501	Closed	-$1.47M	–	43
2024 Q2	$1.44M	Buy	+13,501	New	+$1.44M	0.49%	40
2024 Q1	–	Hold	0	–	–	–	40
2023 Q4	–	Hold	0	–	–	–	41
2023 Q3	–	Hold	0	–	–	–	39
2023 Q2	–	Hold	0	–	–	–	39
2023 Q1	–	Sell	-6,872	Closed	-$744K	–	38
2022 Q4	$1.26M	Hold	6,872	–	–	0.62%	37
2022 Q3	$721K	Sell	6,872 -6,795	-50%	-$770K	0.38%	49
2022 Q2	$1.51M	Hold	13,667	–	–	0.77%	31
2022 Q1	$1.61M	Hold	13,667	–	–	0.79%	29
2021 Q4	$1.77M	Sell	13,667 -106	-0.8%	-$13.7K	0.9%	28
2021 Q3	$1.76M	Buy	13,773 +2,831	+26%	+$365K	0.96%	28
2021 Q2	$1.4M	Buy	+10,942	New	+$1.39M	0.87%	29
2021 Q1	–	Hold	0	–	–	–	30
2020 Q4	–	Hold	0	–	–	–	35

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

Prosperity Planning's TIP Position: Q2 2026 in Review

Prosperity Planning held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 0 shares worth $1.68M. The position accounts for 0.39% of the portfolio, ranked #47.

Prosperity Planning first reported a position in TIP in Q2 2021 and has held it in 8 quarters since. The position peaked at $1.77M in Q4 2021. 1,021 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Prosperity Planning held 0 shares of iShares TIPS Bond ETF worth $1.68M as of Q2 2026.
Prosperity Planning left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
iShares TIPS Bond ETF made up 0.39% of Prosperity Planning's portfolio in Q2 2026, its #47 holding.
Prosperity Planning first reported a position in iShares TIPS Bond ETF in Q2 2021 and has held it in 8 quarters since.
Prosperity Planning's iShares TIPS Bond ETF position peaked at $1.77M in Q4 2021.
1,021 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.