Signet Financial Management’s iShares TIPS Bond ETF TIP Stock Holding History

Signet Financial Management’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	$305K	Buy	2,761 +10	+0.4%	+$1.11K	0.03%	247
2025 Q4	$302K	Sell	2,751 -1,670	-38%	-$185K	0.03%	247
2025 Q3	$492K	Sell	4,421 -468	-10%	-$51.7K	0.06%	210
2025 Q2	$538K	Buy	4,889 +509	+12%	+$55.5K	0.07%	199
2025 Q1	$487K	Sell	4,380 -507	-10%	-$55.1K	0.07%	205
2024 Q4	$521K	Sell	4,887 -82	-2%	-$8.88K	0.07%	189
2024 Q3	$549K	Buy	4,969 +274	+6%	+$29.8K	0.07%	185
2024 Q2	$501K	Sell	4,695 -194	-4%	-$20.6K	0.07%	191
2024 Q1	$525K	Sell	4,889 -38	-0.8%	-$4.06K	0.07%	196
2023 Q4	$530K	Sell	4,927 -154	-3%	-$16.1K	0.08%	187
2023 Q3	$527K	Sell	5,081 -346	-6%	-$36.6K	0.09%	179
2023 Q2	$584K	Sell	5,427 -158	-3%	-$17.2K	0.09%	180
2023 Q1	$616K	Sell	5,585 -6,127	-52%	-$663K	0.1%	175
2022 Q4	$1.25M	Sell	11,712 -13,231	-53%	-$1.41M	0.22%	131
2022 Q3	$2.62M	Sell	24,943 -2,190	-8%	-$248K	0.51%	56
2022 Q2	$3.09M	Sell	27,133 -2,365	-8%	-$280K	0.59%	48
2022 Q1	$3.67M	Sell	29,498 -736	-2%	-$92.6K	0.61%	43
2021 Q4	$3.91M	Sell	30,234 -977	-3%	-$126K	0.59%	44
2021 Q3	$3.98M	Buy	+31,211	New	+$4.02M	0.69%	41
2021 Q2	–	Sell	-33,017	Closed	-$4.14M	–	220
2021 Q1	$4.14M	Buy	33,017 +842	+3%	+$107K	0.78%	35
2020 Q4	$4.11M	Buy	32,175 +2,415	+8%	+$305K	0.83%	33
2020 Q3	$3.73M	Buy	29,760 +3,296	+12%	+$414K	0.83%	31
2020 Q2	$3.33M	Sell	26,464 -320	-1%	-$38.9K	0.74%	40
2020 Q1	$3.24M	Sell	26,784 -297	-1%	-$35K	0.76%	38
2019 Q4	$3.16M	Buy	27,081 +459	+2%	+$53.4K	0.59%	62
2019 Q3	$3.08M	Sell	26,622 -1,473	-5%	-$171K	0.6%	60
2019 Q2	$3.23M	Sell	28,095 -1,876	-6%	-$213K	0.64%	61
2019 Q1	$3.37M	Sell	29,971 -5,657	-16%	-$627K	0.66%	59
2018 Q4	$3.9M	Sell	35,628 -3,362	-9%	-$367K	0.85%	36
2018 Q3	$4.31M	Sell	38,990 -2,372	-6%	-$265K	0.75%	45
2018 Q2	$4.67M	Sell	41,362 -2,204	-5%	-$247K	0.82%	44
2018 Q1	$4.92M	Sell	43,566 -5,418	-11%	-$610K	0.89%	44
2017 Q4	$5.59M	Sell	48,984 -4,170	-8%	-$474K	1.04%	36
2017 Q3	$6.04M	Buy	53,154 +1,744	+3%	+$199K	1.18%	26
2017 Q2	$5.83M	Buy	51,410 +3,139	+7%	+$359K	1.23%	24
2017 Q1	$5.53M	Buy	48,271 +2,715	+6%	+$309K	1.2%	28
2016 Q4	$5.16M	Buy	45,556 +912	+2%	+$104K	1.23%	30
2016 Q3	$5.2M	Buy	44,644 +1,189	+3%	+$138K	1.22%	31
2016 Q2	$5.07M	Buy	43,455 +5,322	+14%	+$611K	1.17%	35
2016 Q1	$4.37M	Buy	38,133 +6,483	+20%	+$724K	0.92%	50
2015 Q4	$3.47M	Buy	31,650 +16,360	+107%	+$1.81M	0.71%	51
2015 Q3	$1.69M	Sell	15,290 -411	-3%	-$45.8K	0.38%	62
2015 Q2	$1.76M	Sell	15,701 -822	-5%	-$92.9K	0.4%	63
2015 Q1	$1.88M	Buy	+16,523	New	+$1.87M	0.52%	58

Other funds holding TIP

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Signet Financial Management's TIP Position: Q1 2026 in Review

Signet Financial Management increased its iShares TIPS Bond ETF (TIP) stake by 0.36% in Q1 2026, buying an estimated $1.11K and bringing the position to 2,761 shares worth $305K. The position accounts for 0.03% of the portfolio, ranked #247.

Signet Financial Management first reported a position in TIP in Q1 2015 and has held it in 44 quarters since. The position peaked at $6.04M in Q3 2017. 1,021 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Signet Financial Management held 2,761 shares of iShares TIPS Bond ETF worth $305K as of Q1 2026.
Signet Financial Management bought 10 iShares TIPS Bond ETF shares in Q1 2026, an estimated $1.11K.
iShares TIPS Bond ETF made up 0.03% of Signet Financial Management's portfolio in Q1 2026, its #247 holding.
Signet Financial Management first reported a position in iShares TIPS Bond ETF in Q1 2015 and has held it in 44 quarters since.
Signet Financial Management's iShares TIPS Bond ETF position peaked at $6.04M in Q3 2017.
1,021 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.