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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
Q2 		– Sell
-2,337
Closed -$258K – 1326
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
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

Atomi Financial Group's TIP Position: Q2 2026 in Review

Atomi Financial Group sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 2,337 shares — an estimated $258K sold.

Atomi Financial Group first reported a position in TIP in Q1 2023 and held it in 13 quarters. The position peaked at $1.68M in Q4 2023. 1,022 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Atomi Financial Group reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Atomi Financial Group sold 2,337 iShares TIPS Bond ETF shares in Q2 2026, an estimated $258K.
  • Atomi Financial Group first reported a position in iShares TIPS Bond ETF in Q1 2023 and held it in 13 quarters.
  • Atomi Financial Group's iShares TIPS Bond ETF position peaked at $1.68M in Q4 2023.
  • 1,022 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.