EFG
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Ethos Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Ethos 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 		$22M Sell
204,045
-24,027
-11% -$2.66M 1.47% 13
2026
Q1 		$25.2M Buy
228,072
+19,430
+9% +$2.15M 1.84% 9
2025
Q4 		$22.9M Buy
208,642
+31,820
+18% +$3.53M 1.69% 10
2025
Q3 		$19.7M Buy
176,822
+377
+0.2% +$41.6K 1.54% 13
2025
Q2 		$19.4M Buy
176,445
+30,925
+21% +$3.37M 1.67% 12
2025
Q1 		$15.5M Hold
145,520
– – 1.48% 15
2024
Q4 		$15.5M Buy
145,520
+10,180
+8% +$1.1M 2.02% 10
2024
Q3 		$15M Buy
135,340
+7,134
+6% +$775K 2.47% 8
2024
Q2 		$13.7M Buy
128,206
+7,346
+6% +$781K 2.41% 8
2024
Q1 		$13.2M Buy
120,860
+5,396
+5% +$577K 2.5% 8
2023
Q4 		$12.4M Buy
115,464
+5,543
+5% +$580K 2.64% 7
2023
Q3 		$11.4M Buy
109,921
+31,772
+41% +$3.36M 2.95% 7
2023
Q2 		$8.62M Hold
78,149
– – 2.91% 10
2023
Q1 		$8.62M Buy
78,149
+1,513
+2% +$164K 2.68% 10
2022
Q4 		$8.16M Buy
+76,636
New +$8.18M 2.76% 10

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

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

Ethos Financial Group reduced its iShares TIPS Bond ETF (TIP) stake by 11% in Q2 2026, selling an estimated $2.66M and leaving 204,045 shares worth $22M. The position accounts for 1.47% of the portfolio, ranked #13.

Ethos Financial Group first reported a position in TIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $25.2M in Q1 2026. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Ethos Financial Group held 204,045 shares of iShares TIPS Bond ETF worth $22M as of Q2 2026.
  • Ethos Financial Group sold 24,027 iShares TIPS Bond ETF shares in Q2 2026, an estimated $2.66M.
  • iShares TIPS Bond ETF made up 1.47% of Ethos Financial Group's portfolio in Q2 2026, its #13 holding.
  • Ethos Financial Group first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Ethos Financial Group's iShares TIPS Bond ETF position peaked at $25.2M in Q1 2026.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.