NRI
TIP icon

NFP Retirement Inc’s iShares TIPS Bond ETF TIP Stock Holding History

NFP Retirement Inc’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 		$6.35M Sell
58,325
-811
-1% -$89.7K 0.35% 52
2026
Q1 		$6.53M Buy
59,136
+10,217
+21% +$1.13M 0.39% 50
2025
Q4 		$5.38M Sell
48,919
-1,564
-3% -$174K 0.33% 57
2025
Q3 		$5.61M Buy
50,483
+13,226
+35% +$1.46M 0.36% 53
2025
Q2 		$4.1M Buy
37,257
+25,057
+205% +$2.73M 0.27% 59
2025
Q1 		$1.36M Buy
12,200
+6,194
+103% +$673K 0.11% 99
2024
Q4 		$640K Sell
6,006
-105
-2% -$11.4K 0.05% 158
2024
Q3 		$675K Buy
6,111
+160
+3% +$17.4K 0.05% 156
2024
Q2 		$635K Sell
5,951
-1,480
-20% -$157K 0.05% 159
2024
Q1 		$798K Buy
7,431
+4,578
+160% +$489K 0.07% 135
2023
Q4 		$307K Sell
2,853
-4,390
-61% -$459K 0.05% 186
2023
Q3 		$751K Sell
7,243
-1,857
-20% -$197K 0.14% 111
2023
Q2 		$979K Sell
9,100
-823
-8% -$89.6K 0.18% 95
2023
Q1 		$1.09M Sell
9,923
-5,139
-34% -$556K 0.22% 90
2022
Q4 		$1.6M Sell
15,062
-7,089
-32% -$757K 0.35% 64
2022
Q3 		$2.32M Buy
22,151
+1,749
+9% +$198K 0.57% 50
2022
Q2 		$2.32M Sell
20,402
-3,552
-15% -$421K 0.59% 46
2022
Q1 		$2.98M Buy
23,954
+17,884
+295% +$2.25M 0.71% 41
2021
Q4 		$784K Buy
6,070
+728
+14% +$93.9K 0.28% 59
2021
Q3 		$682K Buy
+5,342
New +$689K 0.28% 57

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

NFP Retirement Inc's TIP Position: Q2 2026 in Review

NFP Retirement Inc reduced its iShares TIPS Bond ETF (TIP) stake by 1.4% in Q2 2026, selling an estimated $89.7K and leaving 58,325 shares worth $6.35M. The position accounts for 0.35% of the portfolio, ranked #52.

NFP Retirement Inc first reported a position in TIP in Q3 2021 and has held it in 20 quarters since. The position peaked at $6.53M in Q1 2026. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • NFP Retirement Inc held 58,325 shares of iShares TIPS Bond ETF worth $6.35M as of Q2 2026.
  • NFP Retirement Inc sold 811 iShares TIPS Bond ETF shares in Q2 2026, an estimated $89.7K.
  • iShares TIPS Bond ETF made up 0.35% of NFP Retirement Inc's portfolio in Q2 2026, its #52 holding.
  • NFP Retirement Inc first reported a position in iShares TIPS Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • NFP Retirement Inc's iShares TIPS Bond ETF position peaked at $6.53M in Q1 2026.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.