RFS
ICPI

Richardson Financial Services’s iShares 0-1 Year TIPS Bond ETF ICPI Stock Holding History

Richardson Financial Services’s Portfolio ICPI Stock Details ICPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.09K Hold
81
– – ﹤0.01% 516
2026
Q1 		$4.11K Buy
+81
New +$4.07K ﹤0.01% 528

Other funds holding ICPI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM

Richardson Financial Services's ICPI Position: Q2 2026 in Review

Richardson Financial Services held its iShares 0-1 Year TIPS Bond ETF (ICPI) position steady in Q2 2026 at 81 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Richardson Financial Services first reported a position in ICPI in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.11K in Q1 2026. 10 funds tracked by Wall St. Rank hold ICPI as of Q2 2026.

  • Richardson Financial Services held 81 shares of iShares 0-1 Year TIPS Bond ETF worth $4.09K as of Q2 2026.
  • Richardson Financial Services left its iShares 0-1 Year TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares 0-1 Year TIPS Bond ETF made up ﹤0.01% of Richardson Financial Services's portfolio in Q2 2026, its #516 holding.
  • Richardson Financial Services first reported a position in iShares 0-1 Year TIPS Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Richardson Financial Services's iShares 0-1 Year TIPS Bond ETF position peaked at $4.11K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held iShares 0-1 Year TIPS Bond ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.