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
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 $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Plan Group Financial's TIP Position: Q1 2026 in Review

Plan Group Financial increased its iShares TIPS Bond ETF (TIP) stake by 335% in Q1 2026, buying an estimated $777K and bringing the position to 9,117 shares worth $1.01M. The position accounts for 0.24% of the portfolio, ranked #92.

Plan Group Financial first reported a position in TIP in Q2 2022 and has held it in 6 quarters since. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Plan Group Financial held 9,117 shares of iShares TIPS Bond ETF worth $1.01M as of Q1 2026.
  • Plan Group Financial bought 7,021 iShares TIPS Bond ETF shares in Q1 2026, an estimated $777K.
  • iShares TIPS Bond ETF made up 0.24% of Plan Group Financial's portfolio in Q1 2026, its #92 holding.
  • Plan Group Financial first reported a position in iShares TIPS Bond ETF in Q2 2022 and has held it in 6 quarters since.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.