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

Plan Group Financial’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 		$1.04M Buy
9,535
+418
+5% +$46.2K 0.21% 88
2026
Q1 		$1.01M Buy
9,117
+7,021
+335% +$777K 0.24% 92
2025
Q4 		$230K Hold
2,096
– – 0.06% 181
2025
Q3 		$233K Hold
2,096
– – 0.06% 167
2025
Q2 		$231K Buy
2,096
+127
+6% +$13.9K 0.08% 141
2025
Q1 		$219K Buy
+1,969
New +$214K 0.08% 138
2022
Q2 		$819K Buy
+7,106
New +$843K 1.41% 22

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

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

Plan Group Financial increased its iShares TIPS Bond ETF (TIP) stake by 4.6% in Q2 2026, buying an estimated $46.2K and bringing the position to 9,535 shares worth $1.04M. The position accounts for 0.21% of the portfolio, ranked #88.

Plan Group Financial first reported a position in TIP in Q2 2022 and has held it in 7 quarters since. 1,019 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Plan Group Financial held 9,535 shares of iShares TIPS Bond ETF worth $1.04M as of Q2 2026.
  • Plan Group Financial bought 418 iShares TIPS Bond ETF shares in Q2 2026, an estimated $46.2K.
  • iShares TIPS Bond ETF made up 0.21% of Plan Group Financial's portfolio in Q2 2026, its #88 holding.
  • Plan Group Financial first reported a position in iShares TIPS Bond ETF in Q2 2022 and has held it in 7 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.