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TIP icon

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

VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 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. 229 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.
  • 229 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.