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Sunbelt Securities’s iShares TIPS Bond ETF TIP Stock Holding History

Sunbelt Securities’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 		$13.7K Sell
124
-11
-8% -$1.22K ﹤0.01% 1411
2025
Q4 		$14.9K Sell
135
-1,912
-93% -$212K ﹤0.01% 1336
2025
Q3 		$228K Buy
2,047
+304
+17% +$33.6K 0.02% 604
2025
Q2 		$186K Buy
1,743
+914
+110% +$99.7K 0.02% 602
2025
Q1 		$92.1K Sell
829
-1,061
-56% -$115K 0.01% 752
2024
Q4 		$202K Sell
1,890
-6,805
-78% -$737K 0.02% 584
2024
Q3 		$961K Sell
8,695
-2,301
-21% -$250K 0.09% 212
2024
Q2 		$1.17M Sell
10,996
-896
-8% -$95.3K 0.12% 167
2024
Q1 		$1.28M Sell
11,892
-34,116
-74% -$3.65M 0.14% 148
2023
Q4 		$4.95M Sell
46,008
-23,754
-34% -$2.48M 0.62% 32
2023
Q3 		$7.24M Sell
69,762
-26
-0% -$2.75K 1% 15
2023
Q2 		$7.51M Buy
69,788
+4,891
+8% +$533K 1.08% 12
2023
Q1 		$7.12M Buy
64,897
+60,604
+1,412% +$6.56M 1.14% 12
2022
Q4 		$457K Sell
4,293
-195
-4% -$20.8K 0.09% 261
2022
Q3 		$471K Buy
4,488
+732
+19% +$82.9K 0.1% 246
2022
Q2 		$428K Buy
3,756
+1,469
+64% +$174K 0.09% 266
2022
Q1 		$286K Sell
2,287
-4,084
-64% -$514K 0.05% 369
2021
Q4 		$788K Sell
6,371
-2,871
-31% -$370K 0.13% 188
2021
Q3 		$1.19M Hold
9,242
– – 0.21% 124
2021
Q2 		$1.19M Sell
9,242
-1,295
-12% -$165K 0.21% 124
2021
Q1 		$1.32M Sell
10,537
-245
-2% -$31K 0.26% 100
2020
Q4 		$1.38M Buy
10,782
+7,634
+243% +$963K 0.28% 86
2020
Q3 		$398K Sell
3,148
-3,499
-53% -$440K 0.11% 224
2020
Q2 		$818K Sell
6,647
-30,047
-82% -$3.65M 0.28% 98
2020
Q1 		$4.31M Buy
36,694
+32,318
+739% +$3.81M 0.18% 66
2019
Q4 		$467K Buy
+4,376
New +$509K 0.05% 332
2018
Q3 		– Sell
-1,828
Closed -$206K – 230
2018
Q2 		$206K Buy
1,828
+5
+0.3% +$561 0.12% 201
2018
Q1 		$206K Buy
+1,823
New +$205K 0.19% 172

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

Sunbelt Securities's TIP Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares TIPS Bond ETF (TIP) stake by 8.1% in Q1 2026, selling an estimated $1.22K and leaving 124 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

Sunbelt Securities first reported a position in TIP in Q1 2018 and has held it in 28 quarters since. The position peaked at $7.51M in Q2 2023. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Sunbelt Securities held 124 shares of iShares TIPS Bond ETF worth $13.7K as of Q1 2026.
  • Sunbelt Securities sold 11 iShares TIPS Bond ETF shares in Q1 2026, an estimated $1.22K.
  • iShares TIPS Bond ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1411 holding.
  • Sunbelt Securities first reported a position in iShares TIPS Bond ETF in Q1 2018 and has held it in 28 quarters since.
  • Sunbelt Securities's iShares TIPS Bond ETF position peaked at $7.51M in Q2 2023.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.