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Toth Financial Advisory’s iShares TIPS Bond ETF TIP Stock Holding History

Toth Financial Advisory’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 		$12.4K Hold
113
– – ﹤0.01% 564
2026
Q1 		$12.5K Hold
113
– – ﹤0.01% 535
2025
Q4 		$12.4K Hold
113
– – ﹤0.01% 527
2025
Q3 		$12.6K Hold
113
– – ﹤0.01% 519
2025
Q2 		$12.4K Hold
113
– – ﹤0.01% 472
2025
Q1 		$12.6K Hold
113
– – ﹤0.01% 442
2024
Q4 		$12K Sell
113
-2
-2% -$217 ﹤0.01% 443
2024
Q3 		$12.7K Hold
115
– – ﹤0.01% 432
2024
Q2 		$12.3K Sell
115
-10
-8% -$1.06K ﹤0.01% 443
2024
Q1 		$13.4K Hold
125
– – ﹤0.01% 423
2023
Q4 		$13.4K Hold
125
– – ﹤0.01% 424
2023
Q3 		$13K Hold
125
– – ﹤0.01% 419
2023
Q2 		$13.5K Hold
125
– – ﹤0.01% 437
2023
Q1 		$13.8K Hold
125
– – ﹤0.01% 420
2022
Q4 		$13.3K Hold
125
– – ﹤0.01% 417
2022
Q3 		$13K Hold
125
– – ﹤0.01% 428
2022
Q2 		$14K Sell
125
-325
-72% -$38.5K ﹤0.01% 398
2022
Q1 		$56K Sell
450
-25
-5% -$3.15K 0.01% 277
2021
Q4 		$61K Buy
+475
New +$61.2K 0.01% 278
2020
Q1 		– Sell
-27
Closed -$3K – 517
2019
Q4 		$3K Sell
27
-26
-49% -$3.02K ﹤0.01% 397
2019
Q3 		$6K Hold
53
– – ﹤0.01% 353
2019
Q2 		$6K Buy
53
+1
+2% +$114 ﹤0.01% 361
2019
Q1 		$6K Hold
52
– – ﹤0.01% 337
2018
Q4 		$6K Hold
52
– – ﹤0.01% 319
2018
Q3 		$6K Buy
52
+1
+2% +$112 ﹤0.01% 350
2018
Q2 		$6K Hold
51
– – ﹤0.01% 348
2018
Q1 		$6K Hold
51
– – ﹤0.01% 353
2017
Q4 		$6K Buy
+51
New +$5.8K ﹤0.01% 354

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

Toth Financial Advisory's TIP Position: Q2 2026 in Review

Toth Financial Advisory held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 113 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Toth Financial Advisory first reported a position in TIP in Q4 2017 and has held it in 28 quarters since. The position peaked at $61K in Q4 2021. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Toth Financial Advisory held 113 shares of iShares TIPS Bond ETF worth $12.4K as of Q2 2026.
  • Toth Financial Advisory left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #564 holding.
  • Toth Financial Advisory first reported a position in iShares TIPS Bond ETF in Q4 2017 and has held it in 28 quarters since.
  • Toth Financial Advisory's iShares TIPS Bond ETF position peaked at $61K in Q4 2021.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.