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Valued Retirements’s iShares TIPS Bond ETF TIP Stock Holding History

Valued Retirements’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 		$289K Sell
2,639
-62
-2% -$6.85K 0.26% 76
2026
Q1 		$298K Sell
2,701
-60
-2% -$6.64K 0.29% 67
2025
Q4 		$303K Sell
2,761
-824
-23% -$91.4K 0.3% 67
2025
Q3 		$394K Hold
3,585
– – 0.45% 57
2025
Q2 		$394K Hold
3,585
– – 0.45% 57
2025
Q1 		$398K Sell
3,585
-3,139
-47% -$341K 0.52% 50
2024
Q4 		$716K Sell
6,724
-1,698
-20% -$184K 0.97% 29
2024
Q3 		$930K Hold
8,422
– – 1.28% 18
2024
Q2 		$899K Sell
8,422
-79
-0.9% -$8.4K 1.36% 18
2024
Q1 		$913K Sell
8,501
-100
-1% -$10.7K 1.46% 17
2023
Q4 		$925K Buy
+8,601
New +$899K 1.6% 17

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

Valued Retirements's TIP Position: Q2 2026 in Review

Valued Retirements reduced its iShares TIPS Bond ETF (TIP) stake by 2.3% in Q2 2026, selling an estimated $6.85K and leaving 2,639 shares worth $289K. The position accounts for 0.26% of the portfolio, ranked #76.

Valued Retirements first reported a position in TIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $930K in Q3 2024. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Valued Retirements held 2,639 shares of iShares TIPS Bond ETF worth $289K as of Q2 2026.
  • Valued Retirements sold 62 iShares TIPS Bond ETF shares in Q2 2026, an estimated $6.85K.
  • iShares TIPS Bond ETF made up 0.26% of Valued Retirements's portfolio in Q2 2026, its #76 holding.
  • Valued Retirements first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Valued Retirements's iShares TIPS Bond ETF position peaked at $930K in Q3 2024.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Valued Retirements's 13F filing for Q2 2026, filed 13 Aug 2026.