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Walkner Condon Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Walkner Condon Financial 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 		$391K Hold
3,576
– – 0.04% 226
2026
Q1 		$395K Buy
3,576
+1,272
+55% +$141K 0.05% 205
2025
Q4 		$253K Hold
2,304
– – 0.04% 259
2025
Q3 		$256K Hold
2,304
– – 0.04% 249
2025
Q2 		$254K Hold
2,304
– – 0.05% 239
2025
Q1 		$256K Hold
2,304
– – 0.05% 228
2024
Q4 		$245K Hold
2,304
– – 0.05% 244
2024
Q3 		$255K Sell
2,304
-3
-0.1% -$326 0.05% 233
2024
Q2 		$246K Sell
2,307
-575
-20% -$61.1K 0.05% 223
2024
Q1 		$310K Sell
2,882
-370
-11% -$39.5K 0.07% 208
2023
Q4 		$350K Sell
3,252
-393
-11% -$41.1K 0.08% 190
2023
Q3 		$378K Sell
3,645
-232
-6% -$24.6K 0.1% 158
2023
Q2 		$417K Sell
3,877
-940
-20% -$102K 0.11% 148
2023
Q1 		$531K Buy
4,817
+668
+16% +$72.3K 0.15% 123
2022
Q4 		$442K Sell
4,149
-560
-12% -$59.8K 0.13% 139
2022
Q3 		$494K Sell
4,709
-1,613
-26% -$183K 0.16% 117
2022
Q2 		$720K Sell
6,322
-145
-2% -$17.2K 0.23% 95
2022
Q1 		$806K Sell
6,467
-4,237
-40% -$533K 0.23% 90
2021
Q4 		$1.38M Hold
10,704
– – 0.9% 33
2021
Q3 		$1.37M Hold
10,704
– – 0.67% 36
2021
Q2 		$1.37M Buy
10,704
+15
+0.1% +$1.91K 0.5% 48
2021
Q1 		$1.34M Sell
10,689
-26
-0.2% -$3.29K 0.52% 50
2020
Q4 		$1.37M Sell
10,715
-4,799
-31% -$605K 0.59% 41
2020
Q3 		$1.96M Buy
+15,514
New +$1.95M 1.05% 26

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

Walkner Condon Financial Advisors's TIP Position: Q2 2026 in Review

Walkner Condon Financial Advisors held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 3,576 shares worth $391K. The position accounts for 0.04% of the portfolio, ranked #226.

Walkner Condon Financial Advisors first reported a position in TIP in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.96M in Q3 2020. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Walkner Condon Financial Advisors held 3,576 shares of iShares TIPS Bond ETF worth $391K as of Q2 2026.
  • Walkner Condon Financial Advisors left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.04% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #226 holding.
  • Walkner Condon Financial Advisors first reported a position in iShares TIPS Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Walkner Condon Financial Advisors's iShares TIPS Bond ETF position peaked at $1.96M in Q3 2020.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.