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RTD Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

RTD Financial Advisors’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 		$15.6M Buy
142,418
+2,209
+2% +$244K 1.7% 19
2026
Q1 		$15.5M Buy
140,209
+4,248
+3% +$470K 1.9% 16
2025
Q4 		$14.9M Buy
135,961
+5,736
+4% +$636K 1.82% 17
2025
Q3 		$14.5M Buy
130,225
+2,566
+2% +$283K 1.74% 18
2025
Q2 		$14M Sell
127,659
-2,903
-2% -$317K 1.8% 15
2025
Q1 		$14.5M Buy
130,562
+4,248
+3% +$461K 1.95% 13
2024
Q4 		$13.5M Buy
126,314
+2,608
+2% +$282K 1.73% 17
2024
Q3 		$13.7M Buy
123,706
+6,541
+6% +$711K 1.73% 17
2024
Q2 		$12.5M Buy
117,165
+3,394
+3% +$361K 1.68% 16
2024
Q1 		$12.2M Buy
113,771
+3,337
+3% +$357K 1.64% 17
2023
Q4 		$11.9M Sell
110,434
-3,266
-3% -$341K 1.67% 16
2023
Q3 		$11.8M Buy
113,700
+2,268
+2% +$240K 1.8% 14
2023
Q2 		$12M Buy
111,432
+5,149
+5% +$561K 1.74% 15
2023
Q1 		$11.7M Buy
106,283
+6,868
+7% +$743K 1.81% 14
2022
Q4 		$10.6M Buy
99,415
+23,566
+31% +$2.52M 1.73% 16
2022
Q3 		$7.96M Sell
75,849
-30,935
-29% -$3.5M 1.47% 18
2022
Q2 		$12.2M Sell
106,784
-50,177
-32% -$5.95M 1.87% 14
2022
Q1 		$19.6M Buy
156,961
+6,293
+4% +$792K 2.64% 10
2021
Q4 		$19.5M Buy
+150,668
New +$19.4M 2.55% 10

Other funds holding TIP

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
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
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

RTD Financial Advisors's TIP Position: Q2 2026 in Review

RTD Financial Advisors increased its iShares TIPS Bond ETF (TIP) stake by 1.6% in Q2 2026, buying an estimated $244K and bringing the position to 142,418 shares worth $15.6M. The position accounts for 1.7% of the portfolio, ranked #19.

RTD Financial Advisors first reported a position in TIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $19.6M in Q1 2022. 475 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • RTD Financial Advisors held 142,418 shares of iShares TIPS Bond ETF worth $15.6M as of Q2 2026.
  • RTD Financial Advisors bought 2,209 iShares TIPS Bond ETF shares in Q2 2026, an estimated $244K.
  • iShares TIPS Bond ETF made up 1.7% of RTD Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • RTD Financial Advisors first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • RTD Financial Advisors's iShares TIPS Bond ETF position peaked at $19.6M in Q1 2022.
  • 475 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.