Summit Wealth Group’s iShares TIPS Bond ETF TIP Stock Holding History

Summit Wealth 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	$505K	Sell	4,619 -566	-11%	-$62.6K	0.1%	79
2026 Q1	$572K	Sell	5,185 -358	-6%	-$39.6K	0.13%	67
2025 Q4	$609K	Buy	5,543 +45	+0.8%	+$4.99K	0.14%	64
2025 Q3	$611K	Sell	5,498 -268	-5%	-$29.6K	0.15%	61
2025 Q2	$635K	Sell	5,766 -5,390	-48%	-$588K	0.16%	54
2025 Q1	$1.24M	Sell	11,156 -1,172	-10%	-$127K	0.36%	40
2024 Q4	$1.31M	Sell	12,328 -2,169	-15%	-$235K	0.38%	38
2024 Q3	$1.6M	Sell	14,497 -1,314	-8%	-$143K	0.46%	35
2024 Q2	$1.69M	Buy	+15,811	New	+$1.68M	0.51%	32
2023 Q3	–	Sell	-9,426	Closed	-$1.01M	–	69
2023 Q2	$1.01M	Buy	9,426 +9,363	+14,862%	+$1.02M	0.41%	34
2023 Q1	$7K	Buy	+63	New	+$6.82K	0.17%	48

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summit Wealth Group's TIP Position: Q2 2026 in Review

Summit Wealth Group reduced its iShares TIPS Bond ETF (TIP) stake by 11% in Q2 2026, selling an estimated $62.6K and leaving 4,619 shares worth $505K. The position accounts for 0.1% of the portfolio, ranked #79.

Summit Wealth Group first reported a position in TIP in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.69M in Q2 2024. 1,019 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Summit Wealth Group held 4,619 shares of iShares TIPS Bond ETF worth $505K as of Q2 2026.
Summit Wealth Group sold 566 iShares TIPS Bond ETF shares in Q2 2026, an estimated $62.6K.
iShares TIPS Bond ETF made up 0.1% of Summit Wealth Group's portfolio in Q2 2026, its #79 holding.
Summit Wealth Group first reported a position in iShares TIPS Bond ETF in Q1 2023 and has held it in 11 quarters since.
Summit Wealth Group's iShares TIPS Bond ETF position peaked at $1.69M in Q2 2024.
1,019 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.