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Sigma Investment Counselors’s iShares TIPS Bond ETF TIP Stock Holding History

Sigma Investment Counselors’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
Q1 		$2.95M Sell
26,771
-2,268
-8% -$251K 0.16% 83
2025
Q4 		$3.19M Sell
29,039
-150
-0.5% -$16.6K 0.16% 79
2025
Q3 		$3.25M Sell
29,189
-682
-2% -$75.3K 0.17% 80
2025
Q2 		$3.29M Buy
29,871
+1,668
+6% +$182K 0.18% 78
2025
Q1 		$3.13M Sell
28,203
-7,335
-21% -$797K 0.19% 74
2024
Q4 		$3.79M Sell
35,538
-1,970
-5% -$213K 0.22% 70
2024
Q3 		$4.14M Buy
37,508
+963
+3% +$105K 0.24% 68
2024
Q2 		$3.9M Buy
36,545
+3,644
+11% +$387K 0.24% 69
2024
Q1 		$3.53M Sell
32,901
-245
-0.7% -$26.2K 0.23% 71
2023
Q4 		$3.56M Buy
33,146
+20,505
+162% +$2.14M 0.25% 64
2023
Q3 		$1.31M Buy
12,641
+7,655
+154% +$810K 0.1% 92
2023
Q2 		$537K Sell
4,986
-484
-9% -$52.7K 0.04% 122
2023
Q1 		$603K Sell
5,470
-3,258
-37% -$353K 0.05% 118
2022
Q4 		$929K Sell
8,728
-3,060
-26% -$327K 0.08% 99
2022
Q3 		$1.24M Sell
11,788
-2,058
-15% -$233K 0.11% 91
2022
Q2 		$1.58M Sell
13,846
-350,702
-96% -$41.6M 0.13% 83
2022
Q1 		$45.4M Buy
364,548
+10,528
+3% +$1.32M 3.26% 5
2021
Q4 		$45.7M Buy
354,020
+17,835
+5% +$2.3M 3.2% 5
2021
Q3 		$42.9M Buy
336,185
+10,690
+3% +$1.38M 3.18% 5
2021
Q2 		$41.7M Buy
325,495
+14,779
+5% +$1.88M 3.12% 5
2021
Q1 		$39M Buy
310,716
+11,857
+4% +$1.5M 3.16% 5
2020
Q4 		$38.1M Buy
298,859
+161,981
+118% +$20.4M 3.28% 5
2020
Q3 		$17.3M Sell
136,878
-123,547
-47% -$15.5M 3.37% 5
2020
Q2 		$32M Buy
260,425
+14,810
+6% +$1.8M 3.4% 5
2020
Q1 		$29M Sell
245,615
-751
-0.3% -$88.5K 3.69% 5
2019
Q4 		$28.7M Buy
246,366
+17,487
+8% +$2.03M 3.01% 6
2019
Q3 		$26.6M Buy
228,879
+10,025
+5% +$1.16M 3.03% 6
2019
Q2 		$25.3M Buy
218,854
+410
+0.2% +$46.6K 2.97% 6
2019
Q1 		$24.7M Buy
218,444
+4,564
+2% +$506K 3.03% 6
2018
Q4 		$23.4M Sell
213,880
-4,234
-2% -$462K 3.26% 7
2018
Q3 		$24.1M Buy
218,114
+7,981
+4% +$892K 3% 9
2018
Q2 		$23.7M Buy
210,133
+1,395
+0.7% +$157K 3.14% 9
2018
Q1 		$23.6M Buy
208,738
+10,179
+5% +$1.15M 3.2% 8
2017
Q4 		$22.7M Buy
198,559
+3,204
+2% +$364K 3.09% 8
2017
Q3 		$22.2M Buy
195,355
+5,270
+3% +$600K 3.15% 8
2017
Q2 		$21.6M Buy
190,085
+3,554
+2% +$406K 3.31% 7
2017
Q1 		$21.4M Sell
186,531
-12,991
-7% -$1.48M 3.4% 7
2016
Q4 		$22.6M Buy
199,522
+13,270
+7% +$1.52M 3.62% 6
2016
Q3 		$21.7M Buy
186,252
+8,547
+5% +$992K 3.59% 5
2016
Q2 		$20.7M Buy
177,705
+11,564
+7% +$1.33M 3.53% 5
2016
Q1 		$19M Sell
166,141
-9,297
-5% -$1.04M 3.37% 5
2015
Q4 		$19.2M Buy
175,438
+9,714
+6% +$1.07M 3.54% 6
2015
Q3 		$18.3M Buy
165,724
+17,943
+12% +$2M 3.55% 6
2015
Q2 		$16.6M Buy
147,781
+16,374
+12% +$1.85M 3.07% 8
2015
Q1 		$14.9M Buy
131,407
+14,757
+13% +$1.67M 2.79% 9
2014
Q4 		$13.1M Buy
116,650
+14,193
+14% +$1.6M 2.48% 9
2014
Q3 		$11.5M Buy
102,457
+23,130
+29% +$2.65M 2.22% 11
2014
Q2 		$9.15M Buy
79,327
+11,270
+17% +$1.28M 1.79% 14
2014
Q1 		$7.63M Buy
68,057
+19,930
+41% +$2.23M 1.54% 14
2013
Q4 		$5.29M Buy
48,127
+96
+0.2% +$10.7K 1.14% 15
2013
Q3 		$5.41M Buy
48,031
+193
+0.4% +$21.5K 1.25% 14
2013
Q2 		$5.36M Buy
+47,838
New +$5.66M 1.39% 11

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sigma Investment Counselors's TIP Position: Q1 2026 in Review

Sigma Investment Counselors reduced its iShares TIPS Bond ETF (TIP) stake by 7.8% in Q1 2026, selling an estimated $251K and leaving 26,771 shares worth $2.95M. The position accounts for 0.16% of the portfolio, ranked #83.

Sigma Investment Counselors first reported a position in TIP in Q2 2013 and has held it in 52 quarters since. The position peaked at $45.7M in Q4 2021. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Sigma Investment Counselors held 26,771 shares of iShares TIPS Bond ETF worth $2.95M as of Q1 2026.
  • Sigma Investment Counselors sold 2,268 iShares TIPS Bond ETF shares in Q1 2026, an estimated $251K.
  • iShares TIPS Bond ETF made up 0.16% of Sigma Investment Counselors's portfolio in Q1 2026, its #83 holding.
  • Sigma Investment Counselors first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Sigma Investment Counselors's iShares TIPS Bond ETF position peaked at $45.7M in Q4 2021.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Sigma Investment Counselors's 13F filing for Q1 2026, filed 29 Apr 2026.