EI
TIP icon

EFG International’s iShares TIPS Bond ETF TIP Stock Holding History

EFG International’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 		$513K Buy
4,684
+900
+24% +$99.5K 0.01% 506
2026
Q1 		$418K Buy
3,784
+711
+23% +$78.7K 0.01% 520
2025
Q4 		$338K Buy
+3,073
New +$341K 0.01% 520

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

EFG International's TIP Position: Q2 2026 in Review

EFG International increased its iShares TIPS Bond ETF (TIP) stake by 24% in Q2 2026, buying an estimated $99.5K and bringing the position to 4,684 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #506.

EFG International first reported a position in TIP in Q4 2025 and has held it in 3 quarters since. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • EFG International held 4,684 shares of iShares TIPS Bond ETF worth $513K as of Q2 2026.
  • EFG International bought 900 iShares TIPS Bond ETF shares in Q2 2026, an estimated $99.5K.
  • iShares TIPS Bond ETF made up 0.01% of EFG International's portfolio in Q2 2026, its #506 holding.
  • EFG International first reported a position in iShares TIPS Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on EFG International's 13F filing for Q2 2026, filed 14 Aug 2026.