4FG
TIP icon

4Thought Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

4Thought Financial 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
Q1 		– Sell
-2,575
Closed -$283K – 101
2025
Q4 		$283K Sell
2,575
-26
-1% -$2.88K 0.14% 41
2025
Q3 		$289K Sell
2,601
-19
-0.7% -$2.1K 0.15% 44
2025
Q2 		$288K Sell
2,620
-99
-4% -$10.8K 0.15% 44
2025
Q1 		$302K Sell
2,719
-8
-0.3% -$869 0.19% 40
2024
Q4 		$291K Buy
2,727
+29
+1% +$3.14K 0.18% 40
2024
Q3 		$298K Sell
2,698
-3,248
-55% -$353K 0.18% 42
2024
Q2 		$635K Buy
5,946
+1,323
+29% +$141K 0.39% 29
2024
Q1 		$497K Buy
4,623
+356
+8% +$38K 0.33% 30
2023
Q4 		$459K Sell
4,267
-2,022
-32% -$211K 0.33% 29
2023
Q3 		$652K Sell
6,289
-13,886
-69% -$1.47M 0.52% 27
2023
Q2 		$2.17M Buy
20,175
+1,415
+8% +$154K 1.73% 20
2023
Q1 		$2.07M Buy
18,760
+15,277
+439% +$1.65M 1.71% 18
2022
Q4 		$371K Sell
3,483
-737
-17% -$78.7K 0.33% 35
2022
Q3 		$443K Sell
4,220
-35
-0.8% -$3.96K 0.44% 34
2022
Q2 		$485K Buy
4,255
+1,795
+73% +$213K 0.46% 35
2022
Q1 		$306K Sell
2,460
-8
-0.3% -$1.01K 0.27% 43
2021
Q4 		$319K Sell
2,468
-1
-0% -$129 0.26% 42
2021
Q3 		$315K Buy
2,469
+213
+9% +$27.5K 0.27% 40
2021
Q2 		$289K Sell
2,256
-120
-5% -$15.2K 0.26% 40
2021
Q1 		$298K Buy
+2,376
New +$301K 0.29% 38

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

4Thought Financial Group's TIP Position: Q1 2026 in Review

4Thought Financial Group sold out of iShares TIPS Bond ETF (TIP) in Q1 2026, closing a stake of 2,575 shares — an estimated $283K sold.

4Thought Financial Group first reported a position in TIP in Q1 2021 and held it in 20 quarters. The position peaked at $2.17M in Q2 2023. 1,014 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • 4Thought Financial Group reported no remaining iShares TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • 4Thought Financial Group sold 2,575 iShares TIPS Bond ETF shares in Q1 2026, an estimated $283K.
  • 4Thought Financial Group first reported a position in iShares TIPS Bond ETF in Q1 2021 and held it in 20 quarters.
  • 4Thought Financial Group's iShares TIPS Bond ETF position peaked at $2.17M in Q2 2023.
  • 1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on 4Thought Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.