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

Atomi 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	$258K	Sell	2,337 -5	-0.2%	-$553	0.01%	1036
2025 Q4	$257K	Sell	2,342 -840	-26%	-$93.2K	0.01%	1019
2025 Q3	$354K	Sell	3,182 -6,353	-67%	-$702K	0.01%	794
2025 Q2	$1.05M	Sell	9,535 -242	-2%	-$26.4K	0.04%	324
2025 Q1	$1.09M	Sell	9,777 -848	-8%	-$92.1K	0.05%	289
2024 Q4	$1.13M	Sell	10,625 -1,438	-12%	-$156K	0.06%	240
2024 Q3	$1.33M	Buy	12,063 +511	+4%	+$55.5K	0.08%	189
2024 Q2	$1.23M	Buy	11,552 +164	+1%	+$17.4K	0.09%	179
2024 Q1	$1.22M	Sell	11,388 -4,243	-27%	-$453K	0.11%	163
2023 Q4	$1.68M	Buy	15,631 +3,131	+25%	+$327K	0.23%	92
2023 Q3	$1.3M	Sell	12,500 -500	-4%	-$52.9K	0.43%	57
2023 Q2	$1.4M	Sell	13,000 -1,870	-13%	-$204K	0.64%	30
2023 Q1	$1.64M	Buy	+14,870	New	+$1.61M	0.92%	23

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atomi Financial Group's TIP Position: Q1 2026 in Review

Atomi Financial Group reduced its iShares TIPS Bond ETF (TIP) stake by 0.21% in Q1 2026, selling an estimated $553 and leaving 2,337 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #1036.

Atomi Financial Group first reported a position in TIP in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.68M in Q4 2023. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Atomi Financial Group held 2,337 shares of iShares TIPS Bond ETF worth $258K as of Q1 2026.
Atomi Financial Group sold 5 iShares TIPS Bond ETF shares in Q1 2026, an estimated $553.
iShares TIPS Bond ETF made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #1036 holding.
Atomi Financial Group first reported a position in iShares TIPS Bond ETF in Q1 2023 and has held it in 13 quarters since.
Atomi Financial Group's iShares TIPS Bond ETF position peaked at $1.68M in Q4 2023.
1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.