Sigma Planning Corp’s iShares TIPS Bond ETF TIP Stock Holding History

Sigma Planning Corp’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	$3.66M	Buy	33,457 +589	+2%	+$65.1K	0.09%	225
2026 Q1	$3.63M	Buy	32,868 +1,716	+6%	+$190K	0.1%	216
2025 Q4	$3.42M	Sell	31,152 -744	-2%	-$82.5K	0.09%	223
2025 Q3	$3.55M	Buy	31,896 +2,377	+8%	+$263K	0.1%	214
2025 Q2	$3.25M	Sell	29,519 -1,191	-4%	-$130K	0.1%	214
2025 Q1	$3.41M	Sell	30,710 -926	-3%	-$101K	0.11%	199
2024 Q4	$3.37M	Sell	31,636 -3,911	-11%	-$423K	0.11%	191
2024 Q3	$3.93M	Buy	35,547 +405	+1%	+$44K	0.12%	168
2024 Q2	$3.75M	Sell	35,142 -7,108	-17%	-$756K	0.12%	170
2024 Q1	$4.54M	Buy	42,250 +23,065	+120%	+$2.46M	0.14%	144
2023 Q4	$2.06M	Sell	19,185 -26,990	-58%	-$2.82M	0.16%	123
2023 Q3	$4.79M	Sell	46,175 -4,438	-9%	-$470K	0.18%	112
2023 Q2	$5.45M	Sell	50,613 -26,539	-34%	-$2.89M	0.2%	102
2023 Q1	$8.51M	Sell	77,152 -54,703	-41%	-$5.92M	0.28%	68
2022 Q4	$14M	Sell	131,855 -8,496	-6%	-$907K	0.5%	35
2022 Q3	$14.7M	Sell	140,351 -37,449	-21%	-$4.24M	0.56%	24
2022 Q2	$20.3M	Sell	177,800 -46,671	-21%	-$5.54M	0.7%	20
2022 Q1	$28M	Buy	224,471 +56,803	+34%	+$7.15M	0.84%	14
2021 Q4	$21.7M	Buy	167,668 +50,249	+43%	+$6.48M	0.6%	24
2021 Q3	$15M	Buy	117,419 +29,046	+33%	+$3.75M	0.45%	38
2021 Q2	$11.3M	Buy	88,373 +17,819	+25%	+$2.26M	0.34%	53
2021 Q1	$8.86M	Buy	70,554 +3,023	+4%	+$383K	0.28%	73
2020 Q4	$8.62M	Buy	67,531 +9,148	+16%	+$1.15M	0.29%	72
2020 Q3	$7.39M	Buy	58,383 +3,429	+6%	+$431K	0.29%	64
2020 Q2	$6.76M	Buy	54,954 +14,424	+36%	+$1.75M	0.3%	62
2020 Q1	$4.78M	Sell	40,530 -2,974	-7%	-$350K	0.28%	62
2019 Q4	$5.07M	Sell	43,504 -2,722	-6%	-$316K	0.21%	103
2019 Q3	$5.38M	Sell	46,226 -4,733	-9%	-$549K	0.26%	82
2019 Q2	$5.88M	Sell	50,959 -3,921	-7%	-$446K	0.3%	69
2019 Q1	$6.21M	Sell	54,880 -4,779	-8%	-$530K	0.35%	60
2018 Q4	$6.53M	Sell	59,659 -8,214	-12%	-$897K	0.48%	41
2018 Q3	$7.51M	Sell	67,873 -1,514	-2%	-$169K	0.44%	40
2018 Q2	$7.83M	Sell	69,387 -12,808	-16%	-$1.44M	0.52%	37
2018 Q1	$9.29M	Sell	82,195 -1,013	-1%	-$114K	0.68%	26
2017 Q4	$9.49M	Buy	83,208 +5,235	+7%	+$595K	0.73%	22
2017 Q3	$8.86M	Buy	77,973 +2,885	+4%	+$328K	0.73%	21
2017 Q2	$8.52M	Buy	75,088 +2,388	+3%	+$273K	0.8%	19
2017 Q1	$8.34M	Buy	72,700 +3,265	+5%	+$372K	0.81%	15
2016 Q4	$7.86M	Buy	69,435 +17,274	+33%	+$1.97M	0.86%	19
2016 Q3	$6.08M	Buy	52,161 +2,034	+4%	+$236K	0.72%	23
2016 Q2	$5.85M	Sell	50,127 -1,512	-3%	-$174K	0.76%	23
2016 Q1	$5.92M	Buy	51,639 +12,689	+33%	+$1.42M	0.81%	21
2015 Q4	$4.27M	Sell	38,950 -28,324	-42%	-$3.13M	0.6%	33
2015 Q3	$7.45M	Buy	67,274 +1,899	+3%	+$212K	1.18%	7
2015 Q2	$7.33M	Buy	65,375 +30,624	+88%	+$3.46M	1.01%	6
2015 Q1	$3.95M	Buy	34,751 +950	+3%	+$108K	0.52%	32
2014 Q4	$3.79M	Buy	+33,801	New	+$3.82M	0.5%	42

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

Sigma Planning Corp's TIP Position: Q2 2026 in Review

Sigma Planning Corp increased its iShares TIPS Bond ETF (TIP) stake by 1.8% in Q2 2026, buying an estimated $65.1K and bringing the position to 33,457 shares worth $3.66M. The position accounts for 0.09% of the portfolio, ranked #225.

Sigma Planning Corp first reported a position in TIP in Q4 2014 and has held it in 47 quarters since. The position peaked at $28M in Q1 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Sigma Planning Corp held 33,457 shares of iShares TIPS Bond ETF worth $3.66M as of Q2 2026.
Sigma Planning Corp bought 589 iShares TIPS Bond ETF shares in Q2 2026, an estimated $65.1K.
iShares TIPS Bond ETF made up 0.09% of Sigma Planning Corp's portfolio in Q2 2026, its #225 holding.
Sigma Planning Corp first reported a position in iShares TIPS Bond ETF in Q4 2014 and has held it in 47 quarters since.
Sigma Planning Corp's iShares TIPS Bond ETF position peaked at $28M in Q1 2022.
1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.