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Mather Group’s iShares TIPS Bond ETF TIP Stock Holding History

Mather 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 		$195M Buy
1,782,672
+1,781,848
+216,244% +$197M 1.7% 14
2026
Q1 		$90.9K Buy
+824
New +$91.2K ﹤0.01% 914
2025
Q4 		– Sell
-600
Closed -$66.7K – 1550
2025
Q3 		$66.7K Buy
+600
New +$66.3K ﹤0.01% 839
2025
Q2 		– Sell
-1,015
Closed -$113K – 1615
2025
Q1 		$113K Sell
1,015
-157
-13% -$17.1K ﹤0.01% 721
2024
Q4 		$125K Sell
1,172
-815
-41% -$88.2K ﹤0.01% 694
2024
Q3 		$220K Sell
1,987
-2,703
-58% -$294K ﹤0.01% 544
2024
Q2 		$504K Buy
4,690
+1,761
+60% +$187K 0.01% 413
2024
Q1 		$315K Sell
2,929
-464
-14% -$49.6K 0.01% 431
2023
Q4 		$365K Buy
+3,393
New +$355K 0.01% 411
2022
Q2 		– Sell
-1,896
Closed -$236K – 474
2022
Q1 		$236K Buy
+1,896
New +$238K ﹤0.01% 394
2020
Q4 		– Sell
-1,620
Closed -$205K – 272
2020
Q3 		$205K Sell
1,620
-2,697
-62% -$339K 0.01% 227
2020
Q2 		$531K Buy
4,317
+288
+7% +$35K 0.02% 128
2020
Q1 		$475K Sell
4,029
-367
-8% -$43.2K 0.03% 88
2019
Q4 		$512K Buy
+4,396
New +$511K 0.03% 87

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mather Group's TIP Position: Q2 2026 in Review

Mather Group increased its iShares TIPS Bond ETF (TIP) stake by 216,244% in Q2 2026, buying an estimated $197M and bringing the position to 1,782,672 shares worth $195M. The position accounts for 1.7% of the portfolio, ranked #14.

Mather Group first reported a position in TIP in Q4 2019 and has held it in 14 quarters since. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Mather Group held 1,782,672 shares of iShares TIPS Bond ETF worth $195M as of Q2 2026.
  • Mather Group bought 1,781,848 iShares TIPS Bond ETF shares in Q2 2026, an estimated $197M.
  • iShares TIPS Bond ETF made up 1.7% of Mather Group's portfolio in Q2 2026, its #14 holding.
  • Mather Group first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 14 quarters since.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.