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
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 $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

SageView Advisory Group's TIP Position: Q4 2025 in Review

SageView Advisory Group increased its iShares TIPS Bond ETF (TIP) stake by 0.27% in Q4 2025, buying an estimated $1.11K and bringing the position to 3,662 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #406.

SageView Advisory Group first reported a position in TIP in Q4 2022 and has held it in 10 quarters since. The position peaked at $6.66M in Q4 2022. 1,007 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

SageView Advisory Group held 3,662 shares of iShares TIPS Bond ETF worth $402K as of Q4 2025.
SageView Advisory Group bought 10 iShares TIPS Bond ETF shares in Q4 2025, an estimated $1.11K.
iShares TIPS Bond ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #406 holding.
SageView Advisory Group first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 10 quarters since.
SageView Advisory Group's iShares TIPS Bond ETF position peaked at $6.66M in Q4 2022.
1,007 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.