Plan Group Financial
TIP icon

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
Q3 		$911K Sell
8,640
-895
-9% -$95.7K 0.18% 92
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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Viewpoint Investment Partners
Viewpoint Investment Partners Calgary, Alberta, Canada $319M AUM 12.4% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Arbor Investment Advisors
Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Cypress Capital
Cypress Capital Franklin, Tennessee $377M AUM 11.3% 1-Year Est. Return

Plan Group Financial's TIP Position: Q3 2026 in Review

Plan Group Financial reduced its iShares TIPS Bond ETF (TIP) stake by 9.4% in Q3 2026, selling an estimated $95.7K and leaving 8,640 shares worth $911K. The position accounts for 0.18% of the portfolio, ranked #92.

Plan Group Financial first reported a position in TIP in Q2 2022 and has held it in 8 quarters since. The position peaked at $1.04M in Q2 2026. 333 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Plan Group Financial held 8,640 shares of iShares TIPS Bond ETF worth $911K as of Q3 2026.
  • Plan Group Financial sold 895 iShares TIPS Bond ETF shares in Q3 2026, an estimated $95.7K.
  • iShares TIPS Bond ETF made up 0.18% of Plan Group Financial's portfolio in Q3 2026, its #92 holding.
  • Plan Group Financial first reported a position in iShares TIPS Bond ETF in Q2 2022 and has held it in 8 quarters since.
  • Plan Group Financial's iShares TIPS Bond ETF position peaked at $1.04M in Q2 2026.
  • 333 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.