SFG
TIP icon

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

Sage Financial Group’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 		$3.11M Buy
28,375
+214
+0.8% +$23.7K 0.17% 39
2026
Q1 		$3.11M Buy
28,161
+747
+3% +$82.7K 0.2% 35
2025
Q4 		$3.01M Hold
27,414
– – 0.2% 36
2025
Q3 		$3.05M Sell
27,414
-365
-1% -$40.3K 0.21% 34
2025
Q2 		$3.06M Sell
27,779
-608
-2% -$66.3K 0.23% 33
2025
Q1 		$3.15M Sell
28,387
-9,493
-25% -$1.03M 0.25% 34
2024
Q4 		$4.04M Buy
37,880
+7,549
+25% +$817K 0.32% 30
2024
Q3 		$3.35M Sell
30,331
-5,071
-14% -$551K 0.27% 34
2024
Q2 		$3.78M Buy
35,402
+4,545
+15% +$483K 0.33% 29
2024
Q1 		$3.31M Buy
30,857
+1,607
+5% +$172K 0.3% 33
2023
Q4 		$3.14M Buy
29,250
+6,594
+29% +$689K 0.31% 33
2023
Q3 		$2.35M Sell
22,656
-2,634
-10% -$279K 0.26% 33
2023
Q2 		$2.72M Buy
25,290
+2,285
+10% +$249K 0.29% 31
2023
Q1 		$2.54M Buy
23,005
+6,367
+38% +$689K 0.29% 31
2022
Q4 		$1.77M Sell
16,638
-6,445
-28% -$688K 0.22% 36
2022
Q3 		$2.42M Buy
23,083
+383
+2% +$43.4K 0.33% 30
2022
Q2 		$2.59M Buy
+22,700
New +$2.69M 0.34% 29

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

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

Sage Financial Group increased its iShares TIPS Bond ETF (TIP) stake by 0.76% in Q2 2026, buying an estimated $23.7K and bringing the position to 28,375 shares worth $3.11M. The position accounts for 0.17% of the portfolio, ranked #39.

Sage Financial Group first reported a position in TIP in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.04M in Q4 2024. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Sage Financial Group held 28,375 shares of iShares TIPS Bond ETF worth $3.11M as of Q2 2026.
  • Sage Financial Group bought 214 iShares TIPS Bond ETF shares in Q2 2026, an estimated $23.7K.
  • iShares TIPS Bond ETF made up 0.17% of Sage Financial Group's portfolio in Q2 2026, its #39 holding.
  • Sage Financial Group first reported a position in iShares TIPS Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Sage Financial Group's iShares TIPS Bond ETF position peaked at $4.04M in Q4 2024.
  • 1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.