FWG Holdings’s iShares TIPS Bond ETF TIP Stock Holding History

FWG Holdings’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	–	Sell	-3,875	Closed	-$429K	–	140
2026 Q1	$429K	Buy	+3,875	New	+$429K	0.16%	91

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

FWG Holdings's TIP Position: Q2 2026 in Review

FWG Holdings sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 3,875 shares — an estimated $429K sold.

FWG Holdings first reported a position in TIP in Q1 2026 and held it in 1 quarter. The position peaked at $429K in Q1 2026. 1,022 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

FWG Holdings reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
FWG Holdings sold 3,875 iShares TIPS Bond ETF shares in Q2 2026, an estimated $429K.
FWG Holdings first reported a position in iShares TIPS Bond ETF in Q1 2026 and held it in 1 quarter.
FWG Holdings's iShares TIPS Bond ETF position peaked at $429K in Q1 2026.
1,022 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on FWG Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.