Sequent Planning’s iShares TIPS Bond ETF TIP Stock Holding History

Sequent Planning’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	$3.81M	Buy	34,829 +816	+2%	+$90.2K	0.81%	29
2026 Q1	$3.75M	Sell	34,013 -1,035	-3%	-$115K	0.91%	25
2025 Q4	$3.85M	Buy	35,048 +1,370	+4%	+$152K	0.98%	25
2025 Q3	$3.75M	Sell	33,678 -77,424	-70%	-$8.55M	1.06%	25
2025 Q2	$12.2M	Buy	111,102 +6,821	+7%	+$744K	3.87%	4
2025 Q1	$11.6M	Buy	104,281 +9,376	+10%	+$1.02M	4.17%	4
2024 Q4	$10.1M	Sell	94,905 -12,311	-11%	-$1.33M	3.71%	4
2024 Q3	$11.8M	Sell	107,216 -9,988	-9%	-$1.09M	4.08%	3
2024 Q2	$12.4M	Buy	117,204 +7,368	+7%	+$783K	4.25%	3
2024 Q1	$11.8M	Buy	+109,836	New	+$11.7M	4.27%	4

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

Sequent Planning's TIP Position: Q2 2026 in Review

Sequent Planning increased its iShares TIPS Bond ETF (TIP) stake by 2.4% in Q2 2026, buying an estimated $90.2K and bringing the position to 34,829 shares worth $3.81M. The position accounts for 0.81% of the portfolio, ranked #29.

Sequent Planning first reported a position in TIP in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.4M in Q2 2024. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Sequent Planning held 34,829 shares of iShares TIPS Bond ETF worth $3.81M as of Q2 2026.
Sequent Planning bought 816 iShares TIPS Bond ETF shares in Q2 2026, an estimated $90.2K.
iShares TIPS Bond ETF made up 0.81% of Sequent Planning's portfolio in Q2 2026, its #29 holding.
Sequent Planning first reported a position in iShares TIPS Bond ETF in Q1 2024 and has held it in 10 quarters since.
Sequent Planning's iShares TIPS Bond ETF position peaked at $12.4M in Q2 2024.
1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.