ZF
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Zhang Financial’s iShares TIPS Bond ETF TIP Stock Holding History

Zhang Financial’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 		$1.74M Hold
15,922
– – 0.05% 150
2026
Q1 		$1.76M Sell
15,922
-2,849
-15% -$315K 0.06% 143
2025
Q4 		$2.06M Buy
18,771
+1,851
+11% +$205K 0.08% 124
2025
Q3 		$1.88M Hold
16,920
– – 0.08% 130
2025
Q2 		$1.86M Sell
16,920
-1,953
-10% -$213K 0.09% 119
2025
Q1 		$2.1M Sell
18,873
-3,446
-15% -$374K 0.11% 103
2024
Q4 		$2.38M Sell
22,319
-77
-0.3% -$8.34K 0.14% 87
2024
Q3 		$2.47M Sell
22,396
-1,993
-8% -$217K 0.16% 78
2024
Q2 		$2.6M Sell
24,389
-1,938
-7% -$206K 0.18% 69
2024
Q1 		$2.83M Sell
26,327
-4,172
-14% -$446K 0.21% 65
2023
Q4 		$3.28M Sell
30,499
-6,188
-17% -$647K 0.28% 49
2023
Q3 		$3.81M Sell
36,687
-12,291
-25% -$1.3M 0.39% 39
2023
Q2 		$5.27M Sell
48,978
-10,629
-18% -$1.16M 0.54% 29
2023
Q1 		$6.57M Sell
59,607
-12,476
-17% -$1.35M 0.75% 26
2022
Q4 		$7.67M Sell
72,083
-11,478
-14% -$1.23M 0.98% 23
2022
Q3 		$8.77M Sell
83,561
-2,008
-2% -$227K 1.32% 17
2022
Q2 		$9.75M Buy
85,569
+331
+0.4% +$39.3K 1.56% 14
2022
Q1 		$10.6M Sell
85,238
-1,493
-2% -$188K 1.79% 12
2021
Q4 		$11.2M Sell
86,731
-849
-1% -$109K 1.99% 11
2021
Q3 		$11.2M Sell
87,580
-1,188
-1% -$153K 2.59% 9
2021
Q2 		$11.4M Sell
88,768
-116
-0.1% -$14.7K 2.79% 9
2021
Q1 		$11.2M Buy
88,884
+474
+0.5% +$60K 2.99% 9
2020
Q4 		$11.3M Sell
88,410
-2,278
-3% -$287K 3.48% 7
2020
Q3 		$11.5M Buy
90,688
+1,904
+2% +$239K 4.13% 7
2020
Q2 		$10.9M Sell
88,784
-7,702
-8% -$936K 4.21% 6
2020
Q1 		$11.4M Sell
96,486
-7,041
-7% -$829K 5.04% 6
2019
Q4 		$12.1M Sell
103,527
-3,659
-3% -$425K 4.6% 6
2019
Q3 		$12.5M Sell
107,186
-3,226
-3% -$374K 5.27% 6
2019
Q2 		$12.8M Sell
110,412
-3,173
-3% -$361K 5.33% 4
2019
Q1 		$12.8M Sell
113,585
-3,182
-3% -$353K 5.53% 4
2018
Q4 		$12.8M Sell
116,767
-5,333
-4% -$582K 6.18% 4
2018
Q3 		$13.5M Sell
122,100
-4,928
-4% -$550K 6.42% 4
2018
Q2 		$14.3M Sell
127,028
-1,917
-1% -$215K 7.27% 4
2018
Q1 		$14.6M Sell
128,945
-4,978
-4% -$560K 7.61% 4
2017
Q4 		$15.2M Sell
133,923
-425
-0.3% -$48.3K 7.44% 4
2017
Q3 		$15.2M Sell
134,348
-1,080
-0.8% -$123K 7.75% 4
2017
Q2 		$15.2M Buy
135,428
+1,024
+0.8% +$117K 8.09% 4
2017
Q1 		$15.3M Sell
134,404
-3,173
-2% -$362K 7.62% 4
2016
Q4 		$15.6M Sell
137,577
-912
-0.7% -$104K 8.48% 4
2016
Q3 		$16.1M Sell
138,489
-896
-0.6% -$104K 8.86% 4
2016
Q2 		$16.3M Sell
139,385
-1,520
-1% -$175K 8.93% 4
2016
Q1 		$16.2M Sell
140,905
-3,958
-3% -$442K 9.12% 3
2015
Q4 		$15.9M Sell
144,863
-3,980
-3% -$440K 9.52% 3
2015
Q3 		$16.5M Sell
148,843
-11,039
-7% -$1.23M 10.49% 3
2015
Q2 		$17.9M Sell
159,882
-585
-0.4% -$66.1K 11.51% 3
2015
Q1 		$18.2M Buy
160,467
+3,582
+2% +$406K 11.4% 3
2014
Q4 		$17.6M Buy
156,885
+6,179
+4% +$698K 11.43% 3
2014
Q3 		$16.9M Buy
150,706
+8,913
+6% +$1.02M 11.54% 3
2014
Q2 		$16.4M Buy
141,793
+8,908
+7% +$1.01M 11% 3
2014
Q1 		$14.9M Buy
132,885
+6,922
+5% +$774K 10.7% 3
2013
Q4 		$13.8M Buy
125,963
+9,741
+8% +$1.09M 10.45% 3
2013
Q3 		$13.1M Buy
116,222
+7,407
+7% +$826K 10.55% 3
2013
Q2 		$12.2M Buy
+108,815
New +$12.9M 10.47% 3

Other funds holding TIP

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Zhang Financial's TIP Position: Q2 2026 in Review

Zhang Financial held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 15,922 shares worth $1.74M. The position accounts for 0.05% of the portfolio, ranked #150.

Zhang Financial first reported a position in TIP in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.2M in Q1 2015. 475 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Zhang Financial held 15,922 shares of iShares TIPS Bond ETF worth $1.74M as of Q2 2026.
  • Zhang Financial left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.05% of Zhang Financial's portfolio in Q2 2026, its #150 holding.
  • Zhang Financial first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • Zhang Financial's iShares TIPS Bond ETF position peaked at $18.2M in Q1 2015.
  • 475 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.