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 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	Sell	9,426 -815,792	-99%	-$88.8M	0.41%	34
2023 Q1	$7K	Buy	+825,218	New	+$89.3M	0.17%	48

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Wealth Group's TIP Position: Q1 2026 in Review

Summit Wealth Group reduced its iShares TIPS Bond ETF (TIP) stake by 6.5% in Q1 2026, selling an estimated $39.6K and leaving 5,185 shares worth $572K. The position accounts for 0.13% of the portfolio, ranked #67.

Summit Wealth Group first reported a position in TIP in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.69M in Q2 2024. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Summit Wealth Group held 5,185 shares of iShares TIPS Bond ETF worth $572K as of Q1 2026.
Summit Wealth Group sold 358 iShares TIPS Bond ETF shares in Q1 2026, an estimated $39.6K.
iShares TIPS Bond ETF made up 0.13% of Summit Wealth Group's portfolio in Q1 2026, its #67 holding.
Summit Wealth Group first reported a position in iShares TIPS Bond ETF in Q1 2023 and has held it in 10 quarters since.
Summit Wealth Group's iShares TIPS Bond ETF position peaked at $1.69M in Q2 2024.
1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.