DGS Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

DGS Capital Management’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	$323K	Buy	+2,925	New	+$324K	0.05%	370

Other funds holding TIP

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

DGS Capital Management's TIP Position: Q1 2026 in Review

DGS Capital Management opened a new position in iShares TIPS Bond ETF (TIP) in Q1 2026: 2,925 shares worth $323K. The stake represents 0.05% of the portfolio and ranks #370 among its holdings.

1,021 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

DGS Capital Management held 2,925 shares of iShares TIPS Bond ETF worth $323K as of Q1 2026.
iShares TIPS Bond ETF was a new DGS Capital Management position in Q1 2026.
iShares TIPS Bond ETF made up 0.05% of DGS Capital Management's portfolio in Q1 2026, its #370 holding.
1,021 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.