UFF
TIP icon

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
+34
+283% +$3.76K ﹤0.01% 364
2026
Q1 		$1.32K Buy
+12
New +$1.33K ﹤0.01% 328
2016
Q3 		– Sell
-31,297
Closed -$3.65M – 297
2016
Q2 		$3.65M Buy
+31,297
New +$3.59M 1% 24

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

USA Financial Formulas's TIP Position: Q2 2026 in Review

USA Financial Formulas increased its iShares TIPS Bond ETF (TIP) stake by 283% in Q2 2026, buying an estimated $3.76K and bringing the position to 46 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

USA Financial Formulas first reported a position in TIP in Q2 2016 and has held it in 3 quarters since. The position peaked at $3.65M in Q2 2016. 1,015 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.
  • USA Financial Formulas bought 34 iShares TIPS Bond ETF shares in Q2 2026, an estimated $3.76K.
  • iShares TIPS Bond ETF made up ﹤0.01% of USA Financial Formulas's portfolio in Q2 2026, its #364 holding.
  • USA Financial Formulas first reported a position in iShares TIPS Bond ETF in Q2 2016 and has held it in 3 quarters since.
  • USA Financial Formulas's iShares TIPS Bond ETF position peaked at $3.65M in Q2 2016.
  • 1,015 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.