Nalls Sherbakoff Group’s iShares TIPS Bond ETF TIP Stock Holding History

Nalls Sherbakoff 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	$59.6K	Hold	545	–	–	0.04%	168
2026 Q1	$60.1K	Hold	545	–	–	0.04%	174
2025 Q4	$59.9K	Hold	545	–	–	0.04%	184
2025 Q3	$60.6K	Hold	545	–	–	0.04%	190
2025 Q2	$60K	Sell	545 -123	-18%	-$13.4K	0.04%	183
2025 Q1	$74.2K	Buy	+668	New	+$72.6K	0.06%	150
2023 Q4	$71.8K	Sell	668 -43	-6%	-$4.5K	0.06%	139
2023 Q3	$73.8K	Hold	711	–	–	0.07%	132
2023 Q2	$77K	Sell	711 -229	-24%	-$24.9K	0.08%	129
2023 Q1	$103K	Buy	+940	New	+$102K	0.1%	113
2018 Q4	$77K	Buy	+705	New	+$77K	0.12%	96

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 22.9% 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

Nalls Sherbakoff Group's TIP Position: Q2 2026 in Review

Nalls Sherbakoff Group held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 545 shares worth $59.6K. The position accounts for 0.04% of the portfolio, ranked #168.

Nalls Sherbakoff Group first reported a position in TIP in Q4 2018 and has held it in 11 quarters since. The position peaked at $103K in Q1 2023. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Nalls Sherbakoff Group held 545 shares of iShares TIPS Bond ETF worth $59.6K as of Q2 2026.
Nalls Sherbakoff Group left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
iShares TIPS Bond ETF made up 0.04% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #168 holding.
Nalls Sherbakoff Group first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's iShares TIPS Bond ETF position peaked at $103K in Q1 2023.
1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.