SFG
TIP icon

Sovereign Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Sovereign Financial Group’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 		$922K Sell
8,426
-30
-0.4% -$3.32K 0.14% 135
2026
Q1 		$933K Sell
8,456
-826
-9% -$91.4K 0.16% 118
2025
Q4 		$1.02M Sell
9,282
-235
-2% -$26.1K 0.18% 103
2025
Q3 		$1.06M Sell
9,517
-1,107
-10% -$122K 0.2% 96
2025
Q2 		$1.17M Sell
10,624
-641
-6% -$69.9K 0.24% 78
2025
Q1 		$1.25M Sell
11,265
-372
-3% -$40.4K 0.29% 66
2024
Q4 		$1.24M Sell
11,637
-733
-6% -$79.4K 0.28% 70
2024
Q3 		$1.37M Buy
12,370
+224
+2% +$24.3K 0.32% 62
2024
Q2 		$1.3M Sell
12,146
-705
-5% -$75K 0.32% 62
2024
Q1 		$1.38M Sell
12,851
-120
-0.9% -$12.8K 0.37% 54
2023
Q4 		$1.39M Sell
12,971
-1,455
-10% -$152K 0.43% 43
2023
Q3 		$1.5M Sell
14,426
-3,347
-19% -$354K 0.53% 38
2023
Q2 		$1.91M Sell
17,773
-424
-2% -$46.2K 0.62% 33
2023
Q1 		$2.01M Sell
18,197
-1,376
-7% -$149K 0.74% 29
2022
Q4 		$2.08M Sell
19,573
-1,556
-7% -$166K 0.82% 28
2022
Q3 		$2.22M Sell
21,129
-635
-3% -$71.9K 0.9% 25
2022
Q2 		$2.48M Buy
21,764
+1,001
+5% +$119K 0.98% 23
2022
Q1 		$2.59M Buy
20,763
+1,923
+10% +$242K 0.96% 24
2021
Q4 		$2.43M Buy
18,840
+4,722
+33% +$609K 0.98% 24
2021
Q3 		$1.8M Buy
14,118
+2,207
+19% +$285K 1.04% 20
2021
Q2 		$1.5M Hold
11,911
– – 0.9% 26
2021
Q1 		$1.5M Buy
11,911
+1,398
+13% +$177K 0.93% 25
2020
Q4 		$1.34M Buy
+10,513
New +$1.33M 0.97% 29

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

Sovereign Financial Group's TIP Position: Q2 2026 in Review

Sovereign Financial Group reduced its iShares TIPS Bond ETF (TIP) stake by 0.35% in Q2 2026, selling an estimated $3.32K and leaving 8,426 shares worth $922K. The position accounts for 0.14% of the portfolio, ranked #135.

Sovereign Financial Group first reported a position in TIP in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.59M in Q1 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Sovereign Financial Group held 8,426 shares of iShares TIPS Bond ETF worth $922K as of Q2 2026.
  • Sovereign Financial Group sold 30 iShares TIPS Bond ETF shares in Q2 2026, an estimated $3.32K.
  • iShares TIPS Bond ETF made up 0.14% of Sovereign Financial Group's portfolio in Q2 2026, its #135 holding.
  • Sovereign Financial Group first reported a position in iShares TIPS Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's iShares TIPS Bond ETF position peaked at $2.59M in Q1 2022.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.