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Summa Corp’s iShares TIPS Bond ETF TIP Stock Holding History

Summa Corp’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 		$710K Hold
6,430
– – 0.29% 39
2025
Q4 		$707K Hold
6,430
– – 0.3% 34
2025
Q3 		$715K Buy
+6,430
New +$710K 0.31% 34

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

Summa Corp's TIP Position: Q1 2026 in Review

Summa Corp held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 6,430 shares worth $710K. The position accounts for 0.29% of the portfolio, ranked #39.

Summa Corp first reported a position in TIP in Q3 2025 and has held it in 3 quarters since. The position peaked at $715K in Q3 2025. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Summa Corp held 6,430 shares of iShares TIPS Bond ETF worth $710K as of Q1 2026.
  • Summa Corp left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
  • iShares TIPS Bond ETF made up 0.29% of Summa Corp's portfolio in Q1 2026, its #39 holding.
  • Summa Corp first reported a position in iShares TIPS Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Summa Corp's iShares TIPS Bond ETF position peaked at $715K in Q3 2025.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Summa Corp's 13F filing for Q1 2026, filed 30 Apr 2026.