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TIP icon

Sound Stewardship’s iShares TIPS Bond ETF TIP Stock Holding History

Sound Stewardship’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 		$6.65M Buy
60,763
+2,215
+4% +$245K 2.74% 17
2026
Q1 		$6.46M Buy
58,548
+2,565
+5% +$284K 2.96% 16
2025
Q4 		$6.15M Buy
55,983
+3,482
+7% +$386K 2.95% 15
2025
Q3 		$5.84M Buy
52,501
+1,745
+3% +$193K 2.8% 17
2025
Q2 		$5.59M Buy
50,756
+1,509
+3% +$165K 2.88% 16
2025
Q1 		$5.47M Buy
49,247
+830
+2% +$90.2K 3.12% 13
2024
Q4 		$5.16M Buy
48,417
+1,100
+2% +$119K 3.07% 14
2024
Q3 		$5.23M Buy
47,317
+1,831
+4% +$199K 2.93% 14
2024
Q2 		$4.86M Buy
45,486
+399
+0.9% +$42.4K 2.95% 15
2024
Q1 		$4.84M Buy
45,087
+3,874
+9% +$414K 2.94% 14
2023
Q4 		$4.43M Sell
41,213
-1,230
-3% -$129K 2.93% 15
2023
Q3 		$4.4M Sell
42,443
-446
-1% -$47.2K 2.96% 11
2023
Q2 		$4.62M Buy
42,889
+1,090
+3% +$119K 3.04% 11
2023
Q1 		$4.61M Buy
41,799
+3,660
+10% +$396K 3.1% 11
2022
Q4 		$4.06M Buy
+38,139
New +$4.07M 3% 10

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

Sound Stewardship's TIP Position: Q2 2026 in Review

Sound Stewardship increased its iShares TIPS Bond ETF (TIP) stake by 3.8% in Q2 2026, buying an estimated $245K and bringing the position to 60,763 shares worth $6.65M. The position accounts for 2.74% of the portfolio, ranked #17.

Sound Stewardship first reported a position in TIP in Q4 2022 and has held it in 15 quarters since. 1,019 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Sound Stewardship held 60,763 shares of iShares TIPS Bond ETF worth $6.65M as of Q2 2026.
  • Sound Stewardship bought 2,215 iShares TIPS Bond ETF shares in Q2 2026, an estimated $245K.
  • iShares TIPS Bond ETF made up 2.74% of Sound Stewardship's portfolio in Q2 2026, its #17 holding.
  • Sound Stewardship first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.