MFG
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Merit Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Merit 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 		$996K Sell
9,101
-774
-8% -$85.6K 0.01% 1078
2026
Q1 		$1.09M Sell
9,875
-294
-3% -$32.5K 0.01% 942
2025
Q4 		$1.12M Buy
10,169
+518
+5% +$57.5K 0.01% 896
2025
Q3 		$1.07M Buy
9,651
+569
+6% +$62.9K 0.01% 834
2025
Q2 		$999K Buy
9,082
+825
+10% +$90K 0.01% 790
2025
Q1 		$917K Buy
8,257
+3,173
+62% +$345K 0.01% 685
2024
Q4 		$542K Buy
5,084
+3,183
+167% +$345K 0.01% 707
2024
Q3 		$210K Sell
1,901
-10,110
-84% -$1.1M ﹤0.01% 774
2024
Q2 		$1.28M Buy
12,011
+1,452
+14% +$154K 0.03% 356
2024
Q1 		$1.12M Buy
10,559
+4,368
+71% +$467K 0.03% 374
2023
Q4 		$665K Sell
6,191
-3,251
-34% -$340K 0.02% 414
2023
Q3 		$979K Buy
+9,442
New +$999K 0.03% 325
2023
Q2 		– Sell
-3,064
Closed -$338K – 766
2023
Q1 		$338K Sell
3,064
-1,702
-36% -$184K 0.01% 484
2022
Q4 		$507K Sell
4,766
-22,226
-82% -$2.37M 0.02% 419
2022
Q3 		$2.83M Sell
26,992
-17,991
-40% -$2.04M 0.12% 117
2022
Q2 		$5.12M Buy
44,983
+29,042
+182% +$3.44M 0.16% 87
2022
Q1 		$1.99M Buy
+15,941
New +$2.01M 0.12% 105

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

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

Merit Financial Group reduced its iShares TIPS Bond ETF (TIP) stake by 7.8% in Q2 2026, selling an estimated $85.6K and leaving 9,101 shares worth $996K. The position accounts for 0.01% of the portfolio, ranked #1078.

Merit Financial Group first reported a position in TIP in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.12M in Q2 2022. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Merit Financial Group held 9,101 shares of iShares TIPS Bond ETF worth $996K as of Q2 2026.
  • Merit Financial Group sold 774 iShares TIPS Bond ETF shares in Q2 2026, an estimated $85.6K.
  • iShares TIPS Bond ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1078 holding.
  • Merit Financial Group first reported a position in iShares TIPS Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Merit Financial Group's iShares TIPS Bond ETF position peaked at $5.12M in Q2 2022.
  • 1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.