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Summit Financial’s iShares TIPS Bond ETF TIP Stock Holding History

Summit Financial’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 		$11.6M Buy
105,603
+62,497
+145% +$6.91M 0.13% 151
2026
Q1 		$4.76M Buy
43,106
+8,594
+25% +$951K 0.06% 327
2025
Q4 		$3.79M Buy
34,512
+2,394
+7% +$266K 0.06% 322
2025
Q3 		$3.57M Buy
32,118
+271
+0.9% +$29.9K 0.05% 329
2025
Q2 		$3.5M Sell
31,847
-1,154
-3% -$126K 0.08% 211
2025
Q1 		$3.67M Sell
33,001
-49
-0.1% -$5.32K 0.1% 167
2024
Q4 		$3.52M Buy
33,050
+4,447
+16% +$481K 0.12% 142
2024
Q3 		$3.16M Buy
28,603
+15,485
+118% +$1.68M 0.12% 130
2024
Q2 		$1.4M Sell
13,118
-1,424
-10% -$151K 0.06% 184
2024
Q1 		$1.56M Sell
14,542
-1,228
-8% -$131K 0.09% 125
2023
Q4 		$1.7M Sell
15,770
-1,580
-9% -$165K 0.11% 115
2023
Q3 		$1.8M Sell
17,350
-2,642
-13% -$280K 0.13% 103
2023
Q2 		$2.15M Buy
19,992
+1,071
+6% +$117K 0.16% 84
2023
Q1 		$2.09M Sell
18,921
-276
-1% -$29.9K 0.18% 62
2022
Q4 		$2.04M Sell
19,197
-553
-3% -$59.1K 0.19% 58
2022
Q3 		$2.07M Buy
19,750
+7,237
+58% +$820K 0.2% 56
2022
Q2 		$1.43M Buy
12,513
+318
+3% +$37.7K 0.13% 73
2022
Q1 		$1.52M Buy
12,195
+5,679
+87% +$714K 0.12% 82
2021
Q4 		$842K Buy
6,516
+148
+2% +$19.1K 0.06% 128
2021
Q3 		$813K Buy
6,368
+3,050
+92% +$393K 0.07% 93
2021
Q2 		$425K Buy
3,318
+337
+11% +$42.8K 0.04% 100
2021
Q1 		$374K Buy
2,981
+28
+0.9% +$3.54K 0.05% 43
2020
Q4 		$377K Buy
2,953
+107
+4% +$13.5K 0.05% 41
2020
Q3 		$360K Buy
2,846
+452
+19% +$56.8K 0.06% 29
2020
Q2 		$294K Sell
2,394
-113
-5% -$13.7K 0.05% 31
2020
Q1 		$296K Buy
2,507
+288
+13% +$33.9K 0.07% 31
2019
Q4 		$259K Buy
+2,219
New +$258K 0.04% 43
2019
Q3 		– Sell
-2,388
Closed -$276K – 36
2019
Q2 		$276K Sell
2,388
-1,477
-38% -$168K 0.05% 42
2019
Q1 		$437K Buy
3,865
+311
+9% +$34.5K 0.08% 40
2018
Q4 		$389K Buy
+3,554
New +$388K 0.08% 40

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

Summit Financial's TIP Position: Q2 2026 in Review

Summit Financial increased its iShares TIPS Bond ETF (TIP) stake by 145% in Q2 2026, buying an estimated $6.91M and bringing the position to 105,603 shares worth $11.6M. The position accounts for 0.13% of the portfolio, ranked #151.

Summit Financial first reported a position in TIP in Q4 2018 and has held it in 30 quarters since. 1,021 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Summit Financial held 105,603 shares of iShares TIPS Bond ETF worth $11.6M as of Q2 2026.
  • Summit Financial bought 62,497 iShares TIPS Bond ETF shares in Q2 2026, an estimated $6.91M.
  • iShares TIPS Bond ETF made up 0.13% of Summit Financial's portfolio in Q2 2026, its #151 holding.
  • Summit Financial first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,021 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.