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Root Financial Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Root Financial Partners’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 		– Sell
-524
Closed -$57.8K – 2917
2026
Q1 		$57.8K Buy
524
+147
+39% +$16.3K ﹤0.01% 816
2025
Q4 		$41.4K Buy
377
+81
+27% +$8.99K ﹤0.01% 797
2025
Q3 		$32.9K Buy
+296
New +$32.7K ﹤0.01% 846

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

Root Financial Partners's TIP Position: Q2 2026 in Review

Root Financial Partners sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 524 shares — an estimated $57.8K sold.

Root Financial Partners first reported a position in TIP in Q3 2025 and held it in 3 quarters. The position peaked at $57.8K in Q1 2026. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Root Financial Partners reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 524 iShares TIPS Bond ETF shares in Q2 2026, an estimated $57.8K.
  • Root Financial Partners first reported a position in iShares TIPS Bond ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares TIPS Bond ETF position peaked at $57.8K in Q1 2026.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.