PI
TIP icon

PFG Investments’s iShares TIPS Bond ETF TIP Stock Holding History

PFG Investments’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 		$1.66M Buy
15,180
+2,301
+18% +$254K 0.06% 259
2026
Q1 		$1.42M Sell
12,879
-491
-4% -$54.3K 0.07% 270
2025
Q4 		$1.47M Sell
13,370
-2,221
-14% -$246K 0.07% 250
2025
Q3 		$1.73M Sell
15,591
-493
-3% -$54.5K 0.09% 211
2025
Q2 		$1.77M Buy
16,084
+3,623
+29% +$395K 0.1% 181
2025
Q1 		$1.38M Buy
12,461
+394
+3% +$42.8K 0.09% 218
2024
Q4 		$1.29M Sell
12,067
-4,248
-26% -$460K 0.08% 231
2024
Q3 		$1.8M Sell
16,315
-732
-4% -$79.5K 0.12% 174
2024
Q2 		$1.82M Sell
17,047
-6,091
-26% -$648K 0.13% 157
2024
Q1 		$2.49M Buy
23,138
+4,758
+26% +$508K 0.15% 144
2023
Q4 		$1.98M Sell
18,380
-2,526
-12% -$264K 0.37% 50
2023
Q3 		$2.17M Sell
20,906
-4,221
-17% -$447K 0.41% 43
2023
Q2 		$2.7M Sell
25,127
-10,078
-29% -$1.1M 0.48% 38
2023
Q1 		$3.88M Buy
+35,205
New +$3.81M 0.79% 17

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

PFG Investments's TIP Position: Q2 2026 in Review

PFG Investments increased its iShares TIPS Bond ETF (TIP) stake by 18% in Q2 2026, buying an estimated $254K and bringing the position to 15,180 shares worth $1.66M. The position accounts for 0.06% of the portfolio, ranked #259.

PFG Investments first reported a position in TIP in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.88M in Q1 2023. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • PFG Investments held 15,180 shares of iShares TIPS Bond ETF worth $1.66M as of Q2 2026.
  • PFG Investments bought 2,301 iShares TIPS Bond ETF shares in Q2 2026, an estimated $254K.
  • iShares TIPS Bond ETF made up 0.06% of PFG Investments's portfolio in Q2 2026, its #259 holding.
  • PFG Investments first reported a position in iShares TIPS Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's iShares TIPS Bond ETF position peaked at $3.88M in Q1 2023.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.