IFG
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Independent Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Independent 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 		$5.95M Buy
54,414
+4,731
+10% +$523K 0.11% 182
2026
Q1 		$5.48M Buy
49,683
+3,692
+8% +$409K 0.12% 166
2025
Q4 		$5.05M Buy
45,991
+33,215
+260% +$3.68M 0.11% 170
2025
Q3 		$1.42M Sell
12,776
-1,851
-13% -$204K 0.03% 497
2025
Q2 		$1.61M Sell
14,627
-28
-0.2% -$3.05K 0.04% 398
2025
Q1 		$1.63M Sell
14,655
-1,797
-11% -$195K 0.06% 343
2024
Q4 		$1.75M Sell
16,452
-420
-2% -$45.5K 0.06% 321
2024
Q3 		$1.86M Sell
16,872
-2,214
-12% -$241K 0.07% 284
2024
Q2 		$2.04M Sell
19,086
-5,143
-21% -$547K 0.08% 235
2024
Q1 		$2.6M Sell
24,229
-8,081
-25% -$863K 0.12% 170
2023
Q4 		$3.47M Sell
32,310
-1,674
-5% -$175K 0.19% 123
2023
Q3 		$3.52M Sell
33,984
-1,281
-4% -$136K 0.23% 93
2023
Q2 		$3.8M Buy
35,265
+473
+1% +$51.5K 0.26% 80
2023
Q1 		$3.84M Buy
34,792
+913
+3% +$98.8K 0.31% 69
2022
Q4 		$3.61M Sell
33,879
-624
-2% -$66.6K 0.31% 61
2022
Q3 		$3.62M Buy
34,503
+1,533
+5% +$174K 0.33% 51
2022
Q2 		$3.76M Sell
32,970
-58,176
-64% -$6.9M 0.4% 43
2022
Q1 		$11.4M Sell
91,146
-13,464
-13% -$1.69M 0.92% 13
2021
Q4 		$13.5M Buy
104,610
+16,351
+19% +$2.11M 1.12% 11
2021
Q3 		$11.3M Buy
88,259
+609
+0.7% +$78.5K 1.15% 9
2021
Q2 		$11.2M Buy
87,650
+68,692
+362% +$8.73M 1.19% 9
2021
Q1 		$2.38M Buy
18,958
+676
+4% +$85.6K 0.31% 74
2020
Q4 		$2.33M Sell
18,282
-206
-1% -$26K 0.34% 65
2020
Q3 		$2.34M Buy
18,488
+4,057
+28% +$510K 0.44% 43
2020
Q2 		$1.78M Buy
14,431
+1,109
+8% +$135K 0.39% 55
2020
Q1 		$1.57M Buy
+13,322
New +$1.57M 0.46% 44

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

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

Independent Financial Group increased its iShares TIPS Bond ETF (TIP) stake by 9.5% in Q2 2026, buying an estimated $523K and bringing the position to 54,414 shares worth $5.95M. The position accounts for 0.11% of the portfolio, ranked #182.

Independent Financial Group first reported a position in TIP in Q1 2020 and has held it in 26 quarters since. The position peaked at $13.5M in Q4 2021. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Independent Financial Group held 54,414 shares of iShares TIPS Bond ETF worth $5.95M as of Q2 2026.
  • Independent Financial Group bought 4,731 iShares TIPS Bond ETF shares in Q2 2026, an estimated $523K.
  • iShares TIPS Bond ETF made up 0.11% of Independent Financial Group's portfolio in Q2 2026, its #182 holding.
  • Independent Financial Group first reported a position in iShares TIPS Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's iShares TIPS Bond ETF position peaked at $13.5M in Q4 2021.
  • 1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.