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DMC Group’s iShares TIPS Bond ETF TIP Stock Holding History

DMC 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 		$409K Sell
3,735
-1,077
-22% -$119K 0.28% 89
2026
Q1 		$531K Sell
4,812
-1,466
-23% -$162K 0.36% 78
2025
Q4 		$690K Sell
6,278
-654
-9% -$72.6K 0.46% 64
2025
Q3 		$771K Hold
6,932
– – 0.53% 58
2025
Q2 		$763K Hold
6,932
– – 0.59% 56
2025
Q1 		$770K Sell
6,932
-125
-2% -$13.6K 0.63% 51
2024
Q4 		$752K Sell
7,057
-2,619
-27% -$284K 0.61% 49
2024
Q3 		$1.07M Sell
9,676
-6,515
-40% -$708K 0.86% 37
2024
Q2 		$1.73M Sell
16,191
-2,527
-14% -$269K 1.48% 12
2024
Q1 		$2.01M Buy
18,718
+301
+2% +$32.2K 1.74% 11
2023
Q4 		$1.98M Sell
18,417
-2,434
-12% -$255K 1.87% 8
2023
Q3 		$2.16M Sell
20,851
-170
-0.8% -$18K 2.02% 8
2023
Q2 		$2.26M Buy
21,021
+122
+0.6% +$13.3K 2.26% 4
2023
Q1 		$2.31M Buy
20,899
+2,019
+11% +$218K 2.33% 4
2022
Q4 		$2.02M Sell
18,880
-751
-4% -$80.2K 2.28% 4
2022
Q3 		$2.09M Buy
19,631
+858
+5% +$97.2K 2.52% 4
2022
Q2 		$2.15M Buy
18,773
+1,269
+7% +$150K 2.54% 4
2022
Q1 		$2.13M Sell
17,504
-624
-3% -$78.5K 2.38% 4
2021
Q4 		$2.28M Buy
+18,128
New +$2.34M 1.97% 5

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

DMC Group's TIP Position: Q2 2026 in Review

DMC Group reduced its iShares TIPS Bond ETF (TIP) stake by 22% in Q2 2026, selling an estimated $119K and leaving 3,735 shares worth $409K. The position accounts for 0.28% of the portfolio, ranked #89.

DMC Group first reported a position in TIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.31M in Q1 2023. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • DMC Group held 3,735 shares of iShares TIPS Bond ETF worth $409K as of Q2 2026.
  • DMC Group sold 1,077 iShares TIPS Bond ETF shares in Q2 2026, an estimated $119K.
  • iShares TIPS Bond ETF made up 0.28% of DMC Group's portfolio in Q2 2026, its #89 holding.
  • DMC Group first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • DMC Group's iShares TIPS Bond ETF position peaked at $2.31M in Q1 2023.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on DMC Group's 13F filing for Q2 2026, filed 28 Jul 2026.