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

Nations 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 		– Sell
-2,085
Closed -$230K – 830
2026
Q1 		$230K Sell
2,085
-537
-20% -$59.4K 0.01% 701
2025
Q4 		$288K Sell
2,622
-899
-26% -$99.7K 0.02% 640
2025
Q3 		$392K Sell
3,521
-292
-8% -$32.3K 0.02% 535
2025
Q2 		$420K Sell
3,813
-13,526
-78% -$1.48M 0.03% 492
2025
Q1 		$1.93M Sell
17,339
-2,513
-13% -$273K 0.15% 168
2024
Q4 		$2.12M Sell
19,852
-1,597
-7% -$173K 0.15% 165
2024
Q3 		$2.37M Sell
21,449
-1,717
-7% -$187K 0.17% 140
2024
Q2 		$2.47M Sell
23,166
-893
-4% -$94.9K 0.2% 121
2024
Q1 		$2.58M Sell
24,059
-1,222
-5% -$131K 0.22% 114
2023
Q4 		$2.72M Sell
25,281
-6,391
-20% -$668K 0.25% 94
2023
Q3 		$3.29M Sell
31,672
-2,734
-8% -$289K 0.33% 67
2023
Q2 		$3.7M Sell
34,406
-1,701
-5% -$185K 0.36% 58
2023
Q1 		$3.98M Sell
36,107
-1,443
-4% -$156K 0.42% 47
2022
Q4 		$4M Sell
37,550
-3,149
-8% -$336K 0.45% 45
2022
Q3 		$4.27M Sell
40,699
-24,758
-38% -$2.8M 0.62% 28
2022
Q2 		$7.46M Buy
65,457
+935
+1% +$111K 1% 16
2022
Q1 		$8.04M Buy
64,522
+4,669
+8% +$587K 0.97% 17
2021
Q4 		$7.73M Buy
59,853
+47,822
+397% +$6.17M 1.02% 17
2021
Q3 		$1.54M Buy
12,031
+2,536
+27% +$327K 0.23% 107
2021
Q2 		$1.22M Buy
9,495
+730
+8% +$92.7K 0.2% 133
2021
Q1 		$1.1M Sell
8,765
-649
-7% -$82.1K 0.25% 114
2020
Q4 		$1.2M Buy
9,414
+296
+3% +$37.3K 0.32% 85
2020
Q3 		$1.15M Sell
9,118
-30
-0.3% -$3.77K 0.36% 77
2020
Q2 		$1.13M Buy
9,148
+34
+0.4% +$4.13K 0.4% 65
2020
Q1 		$1.07M Buy
9,114
+67
+0.7% +$7.89K 0.46% 57
2019
Q4 		$1.05M Buy
9,047
+43
+0.5% +$5K 0.36% 80
2019
Q3 		$1.04M Buy
9,004
+6,958
+340% +$808K 0.38% 72
2019
Q2 		$236K Sell
2,046
-36
-2% -$4.09K 0.16% 152
2019
Q1 		$236K Sell
2,082
-108
-5% -$12K 0.16% 150
2018
Q4 		$240K Sell
2,190
-16,035
-88% -$1.75M 0.19% 130
2018
Q3 		$2.02M Buy
18,225
+531
+3% +$59.3K 1.44% 13
2018
Q2 		$2M Sell
17,694
-78
-0.4% -$8.75K 1.67% 11
2018
Q1 		$2.01M Buy
17,772
+412
+2% +$46.4K 1.83% 11
2017
Q4 		$1.98M Buy
17,360
+690
+4% +$78.5K 1.82% 9
2017
Q3 		$1.89M Buy
16,670
+1,339
+9% +$152K 1.84% 9
2017
Q2 		$1.74M Buy
15,331
+5,258
+52% +$601K 1.43% 11
2017
Q1 		$1.16M Buy
10,073
+7,595
+306% +$865K 1.13% 20
2016
Q4 		$280K Buy
2,478
+441
+22% +$50.4K 0.3% 103
2016
Q3 		$237K Sell
2,037
-69
-3% -$8.01K 0.23% 131
2016
Q2 		$246K Buy
+2,106
New +$242K 0.26% 130

Other funds holding TIP

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

Nations Financial Group sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 2,085 shares — an estimated $230K sold.

Nations Financial Group first reported a position in TIP in Q2 2016 and held it in 40 quarters. The position peaked at $8.04M in Q1 2022. 313 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Nations Financial Group reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Nations Financial Group sold 2,085 iShares TIPS Bond ETF shares in Q2 2026, an estimated $230K.
  • Nations Financial Group first reported a position in iShares TIPS Bond ETF in Q2 2016 and held it in 40 quarters.
  • Nations Financial Group's iShares TIPS Bond ETF position peaked at $8.04M in Q1 2022.
  • 313 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.