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Principal Securities’s iShares TIPS Bond ETF TIP Stock Holding History

Principal Securities’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 		$7.93M Buy
72,433
+3,370
+5% +$373K 0.1% 191
2026
Q1 		$7.62M Sell
69,063
-2,797
-4% -$310K 0.11% 168
2025
Q4 		$7.9M Buy
71,860
+2,313
+3% +$257K 0.12% 161
2025
Q3 		$7.74M Buy
69,547
+3,634
+6% +$401K 0.13% 148
2025
Q2 		$7.25M Buy
65,913
+2,401
+4% +$262K 0.14% 146
2025
Q1 		$6.77M Buy
63,512
+275
+0.4% +$29.9K 0.15% 134
2024
Q4 		$6.74M Sell
63,237
-284,026
-82% -$30.7M 0.15% 134
2024
Q3 		$38.4M Buy
347,263
+14,876
+4% +$1.62M 0.93% 16
2024
Q2 		$35.5M Buy
332,387
+271,956
+450% +$28.9M 0.98% 16
2024
Q1 		$6.49M Buy
60,431
+12,177
+25% +$1.3M 0.2% 97
2023
Q4 		$5.19M Buy
+48,254
New +$5.05M 0.19% 107

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

Principal Securities's TIP Position: Q2 2026 in Review

Principal Securities increased its iShares TIPS Bond ETF (TIP) stake by 4.9% in Q2 2026, buying an estimated $373K and bringing the position to 72,433 shares worth $7.93M. The position accounts for 0.1% of the portfolio, ranked #191.

Principal Securities first reported a position in TIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $38.4M in Q3 2024. 1,019 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Principal Securities held 72,433 shares of iShares TIPS Bond ETF worth $7.93M as of Q2 2026.
  • Principal Securities bought 3,370 iShares TIPS Bond ETF shares in Q2 2026, an estimated $373K.
  • iShares TIPS Bond ETF made up 0.1% of Principal Securities's portfolio in Q2 2026, its #191 holding.
  • Principal Securities first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's iShares TIPS Bond ETF position peaked at $38.4M in Q3 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.