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Stonegate Investment Group’s iShares TIPS Bond ETF TIP Stock Holding History

Stonegate Investment 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
2025
Q3 		$312K Hold
2,801
– – 0.01% 313
2025
Q2 		$308K Hold
2,801
– – 0.01% 301
2025
Q1 		$311K Hold
2,801
– – 0.01% 271
2024
Q4 		$298K Hold
2,801
– – 0.01% 266
2024
Q3 		$309K Hold
2,801
– – 0.01% 276
2024
Q2 		$299K Hold
2,801
– – 0.01% 270
2024
Q1 		$301K Hold
2,801
– – 0.01% 260
2023
Q4 		$301K Hold
2,801
– – 0.01% 249
2023
Q3 		$291K Hold
2,801
– – 0.01% 244
2023
Q2 		$301K Hold
2,801
– – 0.01% 252
2023
Q1 		$309K Hold
2,801
– – 0.01% 246
2022
Q4 		$298K Hold
2,801
– – 0.01% 244
2022
Q3 		$294K Hold
2,801
– – 0.01% 226
2022
Q2 		$319K Sell
2,801
-386
-12% -$45.8K 0.01% 227
2022
Q1 		$397K Buy
3,187
+386
+14% +$48.6K 0.01% 183
2021
Q4 		$362K Buy
+2,801
New +$361K 0.02% 197

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Stonegate Investment Group's TIP Position: Q3 2025 in Review

Stonegate Investment Group held its iShares TIPS Bond ETF (TIP) position steady in Q3 2025 at 2,801 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #313.

Stonegate Investment Group first reported a position in TIP in Q4 2021 and has held it in 16 quarters since. The position peaked at $397K in Q1 2022. 960 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

  • Stonegate Investment Group held 2,801 shares of iShares TIPS Bond ETF worth $312K as of Q3 2025.
  • Stonegate Investment Group left its iShares TIPS Bond ETF share count unchanged in Q3 2025.
  • iShares TIPS Bond ETF made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #313 holding.
  • Stonegate Investment Group first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's iShares TIPS Bond ETF position peaked at $397K in Q1 2022.
  • 960 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.