USA FINANCIAL FORMULAS’s iShares TIPS Bond ETF TIP Stock Holding History

USA FINANCIAL FORMULAS’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	$5.03K	Buy	+46	New	+$5.08K	﹤0.01%	364

Other funds holding TIP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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 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

USA FINANCIAL FORMULAS's TIP Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 46 shares worth $5.03K. The stake represents ﹤0.01% of the portfolio and ranks #364 among its holdings.

554 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

USA FINANCIAL FORMULAS held 46 shares of iShares TIPS Bond ETF worth $5.03K as of Q2 2026.
iShares TIPS Bond ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
iShares TIPS Bond ETF made up ﹤0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #364 holding.
554 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.