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VestGen Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

VestGen Advisors’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 		$2.65M Buy
24,173
+8,725
+56% +$965K 0.08% 247
2026
Q1 		$1.72M Buy
15,448
+9,728
+170% +$1.08M 0.05% 333
2025
Q4 		$629K Buy
5,720
+3,042
+114% +$337K 0.03% 439
2025
Q3 		$298K Buy
+2,678
New +$296K 0.01% 594
2025
Q2 		– Sell
-2,481
Closed -$276K – 610
2025
Q1 		$276K Buy
+2,481
New +$269K 0.01% 477

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

VestGen Advisors's TIP Position: Q2 2026 in Review

VestGen Advisors increased its iShares TIPS Bond ETF (TIP) stake by 56% in Q2 2026, buying an estimated $965K and bringing the position to 24,173 shares worth $2.65M. The position accounts for 0.08% of the portfolio, ranked #247.

VestGen Advisors first reported a position in TIP in Q1 2025 and has held it in 5 quarters since. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • VestGen Advisors held 24,173 shares of iShares TIPS Bond ETF worth $2.65M as of Q2 2026.
  • VestGen Advisors bought 8,725 iShares TIPS Bond ETF shares in Q2 2026, an estimated $965K.
  • iShares TIPS Bond ETF made up 0.08% of VestGen Advisors's portfolio in Q2 2026, its #247 holding.
  • VestGen Advisors first reported a position in iShares TIPS Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.