VAG
TIP icon

VisionPoint Advisory Group’s iShares TIPS Bond ETF TIP Stock Holding History

VisionPoint Advisory Group’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 		$739K Sell
6,752
-574
-8% -$63.5K 0.12% 194
2026
Q1 		$808K Buy
7,326
+493
+7% +$54.6K 0.15% 152
2025
Q4 		$751K Buy
6,833
+268
+4% +$29.7K 0.15% 160
2025
Q3 		$730K Sell
6,565
-4
-0.1% -$442 0.15% 162
2025
Q2 		$723K Buy
6,569
+4,187
+176% +$457K 0.16% 145
2025
Q1 		$265K Buy
+2,382
New +$259K 0.09% 176
2024
Q3 		– Sell
-208
Closed -$22.2K – 728
2024
Q2 		$22.2K Buy
208
+92
+79% +$9.78K 0.01% 375
2024
Q1 		$12.4K Buy
116
+95
+452% +$10.2K ﹤0.01% 443
2023
Q4 		$2.16K Sell
21
-9,294
-100% -$972K ﹤0.01% 618
2023
Q3 		$966K Buy
+9,315
New +$986K 0.41% 66

Other funds holding TIP

VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

VisionPoint Advisory Group's TIP Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its iShares TIPS Bond ETF (TIP) stake by 7.8% in Q2 2026, selling an estimated $63.5K and leaving 6,752 shares worth $739K. The position accounts for 0.12% of the portfolio, ranked #194.

VisionPoint Advisory Group first reported a position in TIP in Q3 2023 and has held it in 10 quarters since. The position peaked at $966K in Q3 2023. 170 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • VisionPoint Advisory Group held 6,752 shares of iShares TIPS Bond ETF worth $739K as of Q2 2026.
  • VisionPoint Advisory Group sold 574 iShares TIPS Bond ETF shares in Q2 2026, an estimated $63.5K.
  • iShares TIPS Bond ETF made up 0.12% of VisionPoint Advisory Group's portfolio in Q2 2026, its #194 holding.
  • VisionPoint Advisory Group first reported a position in iShares TIPS Bond ETF in Q3 2023 and has held it in 10 quarters since.
  • VisionPoint Advisory Group's iShares TIPS Bond ETF position peaked at $966K in Q3 2023.
  • 170 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.