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Strategic Financial Concepts’s iShares TIPS Bond ETF TIP Stock Holding History

Strategic Financial Concepts’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
-2,244
Closed -$248K – 318
2026
Q1 		$248K Buy
2,244
+208
+10% +$23K 0.06% 250
2025
Q4 		$224K Buy
+2,036
New +$226K 0.2% 108
2025
Q2 		– Sell
-25,419
Closed -$2.82M – 359
2025
Q1 		$2.82M Sell
25,419
-659
-3% -$71.6K 0.53% 47
2024
Q4 		$2.78M Buy
+26,078
New +$2.82M 0.53% 48
2024
Q3 		– Sell
-27,599
Closed -$2.95M – 691
2024
Q2 		$2.95M Sell
27,599
-448
-2% -$47.6K 1.72% 13
2024
Q1 		$3.01M Buy
28,047
+727
+3% +$77.7K 0.73% 40
2023
Q4 		$2.94M Sell
27,320
-730
-3% -$76.3K 1.74% 17
2023
Q3 		$2.91M Sell
28,050
-212
-0.8% -$22.4K 0.98% 32
2023
Q2 		$3.04M Sell
28,262
-6
-0% -$653 1.12% 23
2023
Q1 		$3.12M Buy
+28,268
New +$3.06M 1.26% 19

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 22.9% 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

Strategic Financial Concepts's TIP Position: Q2 2026 in Review

Strategic Financial Concepts sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 2,244 shares — an estimated $248K sold.

Strategic Financial Concepts first reported a position in TIP in Q1 2023 and held it in 10 quarters. The position peaked at $3.12M in Q1 2023. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Strategic Financial Concepts reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 2,244 iShares TIPS Bond ETF shares in Q2 2026, an estimated $248K.
  • Strategic Financial Concepts first reported a position in iShares TIPS Bond ETF in Q1 2023 and held it in 10 quarters.
  • Strategic Financial Concepts's iShares TIPS Bond ETF position peaked at $3.12M in Q1 2023.
  • 1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.