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Rik Saylor Financial’s iShares TIPS Bond ETF TIP Stock Holding History

Rik Saylor Financial’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 		$582K Sell
5,316
-91
-2% -$10.1K 0.39% 62
2026
Q1 		$597K Sell
5,407
-9
-0.2% -$996 0.45% 61
2025
Q4 		$595K Sell
5,416
-356
-6% -$39.5K 0.44% 60
2025
Q3 		$642K Sell
5,772
-379
-6% -$41.9K 0.47% 58
2025
Q2 		$677K Sell
6,151
-28
-0.5% -$3.05K 0.52% 54
2025
Q1 		$686K Sell
6,179
-123
-2% -$13.4K 0.6% 48
2024
Q4 		$672K Buy
+6,302
New +$682K 0.62% 50

Other funds holding TIP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Rik Saylor Financial's TIP Position: Q2 2026 in Review

Rik Saylor Financial reduced its iShares TIPS Bond ETF (TIP) stake by 1.7% in Q2 2026, selling an estimated $10.1K and leaving 5,316 shares worth $582K. The position accounts for 0.39% of the portfolio, ranked #62.

Rik Saylor Financial first reported a position in TIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $686K in Q1 2025. 566 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Rik Saylor Financial held 5,316 shares of iShares TIPS Bond ETF worth $582K as of Q2 2026.
  • Rik Saylor Financial sold 91 iShares TIPS Bond ETF shares in Q2 2026, an estimated $10.1K.
  • iShares TIPS Bond ETF made up 0.39% of Rik Saylor Financial's portfolio in Q2 2026, its #62 holding.
  • Rik Saylor Financial first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Rik Saylor Financial's iShares TIPS Bond ETF position peaked at $686K in Q1 2025.
  • 566 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Rik Saylor Financial's 13F filing for Q2 2026, filed 5 Aug 2026.