D.J. St. Germain’s iShares TIPS Bond ETF TIP Stock Holding History

D.J. St. Germain’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	$14.9K	Sell	136 -200	-60%	-$22.1K	﹤0.01%	633
2026 Q1	$37.1K	Hold	336	–	–	﹤0.01%	493
2025 Q4	$36.9K	Hold	336	–	–	﹤0.01%	508
2025 Q3	$37.4K	Buy	336 +11	+3%	+$1.22K	﹤0.01%	501
2025 Q2	$35.8K	Buy	325 +200	+160%	+$21.8K	﹤0.01%	502
2025 Q1	$13.9K	Hold	125	–	–	﹤0.01%	535
2024 Q4	$13.3K	Hold	125	–	–	﹤0.01%	557
2024 Q3	$13.8K	Hold	125	–	–	﹤0.01%	505
2024 Q2	$13.3K	Hold	125	–	–	﹤0.01%	511
2024 Q1	$13.4K	Hold	125	–	–	﹤0.01%	525
2023 Q4	$13.4K	Sell	125 -1,045	-89%	-$109K	﹤0.01%	528
2023 Q3	$121K	Hold	1,170	–	–	0.01%	278
2023 Q2	$126K	Buy	+1,170	New	+$127K	0.01%	279

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

D.J. St. Germain's TIP Position: Q2 2026 in Review

D.J. St. Germain reduced its iShares TIPS Bond ETF (TIP) stake by 60% in Q2 2026, selling an estimated $22.1K and leaving 136 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

D.J. St. Germain first reported a position in TIP in Q2 2023 and has held it in 13 quarters since. The position peaked at $126K in Q2 2023. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

D.J. St. Germain held 136 shares of iShares TIPS Bond ETF worth $14.9K as of Q2 2026.
D.J. St. Germain sold 200 iShares TIPS Bond ETF shares in Q2 2026, an estimated $22.1K.
iShares TIPS Bond ETF made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #633 holding.
D.J. St. Germain first reported a position in iShares TIPS Bond ETF in Q2 2023 and has held it in 13 quarters since.
D.J. St. Germain's iShares TIPS Bond ETF position peaked at $126K in Q2 2023.
1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.