Johnson Financial Group LLC (Colorado)’s iShares TIPS Bond ETF TIP Stock Holding History

Johnson Financial Group LLC (Colorado)’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 Q1	$652K	Hold	5,906	–	–	0.04%	72
2025 Q4	$649K	Hold	5,906	–	–	0.04%	64
2025 Q3	$657K	Hold	5,906	–	–	0.06%	41
2025 Q2	$650K	Hold	5,906	–	–	0.06%	36
2025 Q1	$656K	Buy	+5,906	New	+$642K	0.07%	43
2019 Q1	–	Sell	-3,045	Closed	-$333K	–	38
2018 Q4	$333K	Buy	+3,045	New	+$332K	0.18%	30
2017 Q1	–	Sell	-14,669	Closed	-$1.66M	–	96
2016 Q4	$1.66M	Buy	+14,669	New	+$1.67M	1.33%	13

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Johnson Financial Group LLC (Colorado)'s TIP Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 5,906 shares worth $652K. The position accounts for 0.04% of the portfolio, ranked #72.

Johnson Financial Group LLC (Colorado) first reported a position in TIP in Q4 2016 and has held it in 7 quarters since. The position peaked at $1.66M in Q4 2016. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Johnson Financial Group LLC (Colorado) held 5,906 shares of iShares TIPS Bond ETF worth $652K as of Q1 2026.
Johnson Financial Group LLC (Colorado) left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
iShares TIPS Bond ETF made up 0.04% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #72 holding.
Johnson Financial Group LLC (Colorado) first reported a position in iShares TIPS Bond ETF in Q4 2016 and has held it in 7 quarters since.
Johnson Financial Group LLC (Colorado)'s iShares TIPS Bond ETF position peaked at $1.66M in Q4 2016.
1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.