SGC
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Slocum, Gordon & Co’s iShares TIPS Bond ETF TIP Stock Holding History

Slocum, Gordon & Co’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 		$4.63M Sell
42,332
-1,245
-3% -$138K 3.08% 10
2026
Q1 		$4.81M Buy
43,577
+75
+0.2% +$8.3K 3.27% 8
2025
Q4 		$4.78M Buy
43,502
+36,133
+490% +$4.01M 3.46% 10
2025
Q3 		$820K Hold
7,369
– – 0.65% 36
2025
Q2 		$811K Buy
+7,369
New +$804K 0.65% 33

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Slocum, Gordon & Co's TIP Position: Q2 2026 in Review

Slocum, Gordon & Co reduced its iShares TIPS Bond ETF (TIP) stake by 2.9% in Q2 2026, selling an estimated $138K and leaving 42,332 shares worth $4.63M. The position accounts for 3.08% of the portfolio, ranked #10.

Slocum, Gordon & Co first reported a position in TIP in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.81M in Q1 2026. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Slocum, Gordon & Co held 42,332 shares of iShares TIPS Bond ETF worth $4.63M as of Q2 2026.
  • Slocum, Gordon & Co sold 1,245 iShares TIPS Bond ETF shares in Q2 2026, an estimated $138K.
  • iShares TIPS Bond ETF made up 3.08% of Slocum, Gordon & Co's portfolio in Q2 2026, its #10 holding.
  • Slocum, Gordon & Co first reported a position in iShares TIPS Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Slocum, Gordon & Co's iShares TIPS Bond ETF position peaked at $4.81M in Q1 2026.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Slocum, Gordon & Co's 13F filing for Q2 2026, filed 23 Jul 2026.