SGK
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Steigerwald Gordon & Koch’s iShares TIPS Bond ETF TIP Stock Holding History

Steigerwald Gordon & Koch’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 		$81.7K Sell
740
-35
-5% -$3.87K 0.01% 234
2025
Q4 		$85.2K Sell
775
-25
-3% -$2.77K 0.01% 233
2025
Q3 		$89K Buy
+800
New +$88.4K 0.01% 220
2024
Q1 		– Sell
-2,381
Closed -$256K – 128
2023
Q4 		$256K Sell
2,381
-350
-13% -$36.6K 0.03% 106
2023
Q3 		$283K Sell
2,731
-2,055
-43% -$217K 0.04% 93
2023
Q2 		$515K Sell
4,786
-5,148
-52% -$561K 0.08% 73
2023
Q1 		$1.1M Sell
9,934
-7,943
-44% -$860K 0.16% 53
2022
Q4 		$1.9M Sell
17,877
-4,420
-20% -$472K 0.3% 47
2022
Q3 		$2.34M Sell
22,297
-514
-2% -$58.2K 0.43% 46
2022
Q2 		$2.6M Sell
22,811
-622
-3% -$73.8K 0.45% 47
2022
Q1 		$2.92M Sell
23,433
-178
-0.8% -$22.4K 0.45% 47
2021
Q4 		$3.05M Sell
23,611
-204
-0.9% -$26.3K 0.46% 46
2021
Q3 		$3.04M Sell
23,815
-582
-2% -$75K 0.5% 46
2021
Q2 		$3.12M Buy
24,397
+79
+0.3% +$10K 0.52% 46
2021
Q1 		$3.05M Sell
24,318
-135
-0.6% -$17.1K 0.57% 45
2020
Q4 		$3.12M Sell
24,453
-224
-0.9% -$28.3K 0.63% 43
2020
Q3 		$3.12M Sell
24,677
-50
-0.2% -$6.28K 0.74% 41
2020
Q2 		$3.04M Sell
24,727
-259
-1% -$31.5K 0.81% 41
2020
Q1 		$2.95M Sell
24,986
-2,675
-10% -$315K 1% 32
2019
Q4 		$3.22M Sell
27,661
-84
-0.3% -$9.77K 0.76% 40
2019
Q3 		$3.23M Sell
27,745
-38
-0.1% -$4.41K 0.82% 40
2019
Q2 		$3.21M Sell
27,783
-324
-1% -$36.8K 0.83% 40
2019
Q1 		$3.18M Sell
28,107
-605
-2% -$67.1K 0.84% 39
2018
Q4 		$3.14M Sell
28,712
-303
-1% -$33.1K 0.94% 38
2018
Q3 		$3.21M Sell
29,015
-722
-2% -$80.7K 0.81% 40
2018
Q2 		$3.35M Sell
29,737
-122
-0.4% -$13.7K 0.89% 40
2018
Q1 		$3.37M Sell
29,859
-850
-3% -$95.7K 0.94% 40
2017
Q4 		$3.48M Sell
30,709
-472
-2% -$53.7K 0.96% 38
2017
Q3 		$3.52M Sell
31,181
-773
-2% -$88K 0.97% 39
2017
Q2 		$3.58M Sell
31,954
-689
-2% -$78.7K 1.01% 39
2017
Q1 		$3.69M Sell
32,643
-525
-2% -$59.8K 1.09% 38
2016
Q4 		$3.71M Sell
33,168
-778
-2% -$88.8K 1.18% 36
2016
Q3 		$3.9M Buy
33,946
+87
+0.3% +$10.1K 1.36% 37
2016
Q2 		$3.9M Sell
33,859
-235
-0.7% -$27K 1.4% 35
2016
Q1 		$3.86M Sell
34,094
-470
-1% -$52.5K 1.47% 35
2015
Q4 		$3.74M Sell
34,564
-3,653
-10% -$404K 1.53% 34
2015
Q3 		$4.18M Sell
38,217
-1,929
-5% -$215K 1.85% 32
2015
Q2 		$4.45M Sell
40,146
-919
-2% -$104K 2.03% 31
2015
Q1 		$4.62M Sell
41,065
-535
-1% -$60.7K 2.15% 30
2014
Q4 		$4.61M Sell
41,600
-440
-1% -$49.7K 2.31% 27
2014
Q3 		$4.66M Sell
42,040
-1,558
-4% -$178K 2.45% 27
2014
Q2 		$4.98M Sell
43,598
-1,252
-3% -$143K 2.65% 25
2014
Q1 		$4.98M Sell
44,850
-813
-2% -$91K 2.85% 21
2013
Q4 		$4.97M Sell
45,663
-674
-1% -$75.2K 2.97% 20
2013
Q3 		$5.17M Buy
46,337
+183
+0.4% +$20.4K 3.37% 2
2013
Q2 		$5.12M Buy
+46,154
New +$5.46M 3.62% 3

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Steigerwald Gordon & Koch's TIP Position: Q1 2026 in Review

Steigerwald Gordon & Koch reduced its iShares TIPS Bond ETF (TIP) stake by 4.5% in Q1 2026, selling an estimated $3.87K and leaving 740 shares worth $81.7K. The position accounts for 0.01% of the portfolio, ranked #234.

Steigerwald Gordon & Koch first reported a position in TIP in Q2 2013 and has held it in 46 quarters since. The position peaked at $5.17M in Q3 2013. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Steigerwald Gordon & Koch held 740 shares of iShares TIPS Bond ETF worth $81.7K as of Q1 2026.
  • Steigerwald Gordon & Koch sold 35 iShares TIPS Bond ETF shares in Q1 2026, an estimated $3.87K.
  • iShares TIPS Bond ETF made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q1 2026, its #234 holding.
  • Steigerwald Gordon & Koch first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 46 quarters since.
  • Steigerwald Gordon & Koch's iShares TIPS Bond ETF position peaked at $5.17M in Q3 2013.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.