SageView Advisory Group’s iShares TIPS Bond ETF TIP Stock Holding History

SageView Advisory 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	$366K	Buy	3,346 +53	+2%	+$5.86K	0.01%	434
2026 Q1	$363K	Sell	3,293 -369	-10%	-$40.8K	0.01%	414
2025 Q4	$402K	Buy	3,662 +10	+0.3%	+$1.11K	0.01%	406
2025 Q3	$406K	Buy	3,652 +19	+0.5%	+$2.1K	0.01%	424
2025 Q2	$399K	Sell	3,633 -386	-10%	-$42.1K	0.02%	419
2025 Q1	$447K	Sell	4,019 -1,181	-23%	-$128K	0.02%	371
2024 Q4	$554K	Buy	5,200 +957	+23%	+$104K	0.02%	325
2024 Q3	$469K	Buy	+4,243	New	+$461K	0.02%	311
2024 Q2	–	Hold	0	–	–	–	305
2023 Q4	–	Sell	-17,357	Closed	-$1.81M	–	307
2023 Q3	$1.8M	Sell	17,357 -1,171	-6%	-$124K	0.1%	121
2023 Q2	$1.99M	Sell	18,528 -5,403	-23%	-$588K	0.11%	119
2023 Q1	$2.64M	Sell	23,931 -38,604	-62%	-$4.18M	0.17%	92
2022 Q4	$6.66M	Buy	+62,535	New	+$6.68M	0.54%	40

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SageView Advisory Group's TIP Position: Q2 2026 in Review

SageView Advisory Group increased its iShares TIPS Bond ETF (TIP) stake by 1.6% in Q2 2026, buying an estimated $5.86K and bringing the position to 3,346 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #434.

SageView Advisory Group first reported a position in TIP in Q4 2022 and has held it in 12 quarters since. The position peaked at $6.66M in Q4 2022. 1,021 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

SageView Advisory Group held 3,346 shares of iShares TIPS Bond ETF worth $366K as of Q2 2026.
SageView Advisory Group bought 53 iShares TIPS Bond ETF shares in Q2 2026, an estimated $5.86K.
iShares TIPS Bond ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #434 holding.
SageView Advisory Group first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's iShares TIPS Bond ETF position peaked at $6.66M in Q4 2022.
1,021 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.