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SYM Financial Corp’s iShares TIPS Bond ETF TIP Stock Holding History

SYM Financial 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
Q2 		$16.9K Buy
154
+49
+47% +$5.42K ﹤0.01% 474
2026
Q1 		$11.6K Buy
+105
New +$11.6K ﹤0.01% 396
2022
Q3 		– Sell
-212
Closed -$24K – 122
2022
Q2 		$24K Buy
+212
New +$25.1K 0.01% 89
2019
Q3 		– Sell
-135
Closed -$16K – 73
2019
Q2 		$16K Buy
+135
New +$15.4K 0.01% 67

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

SYM Financial Corp's TIP Position: Q2 2026 in Review

SYM Financial Corp increased its iShares TIPS Bond ETF (TIP) stake by 47% in Q2 2026, buying an estimated $5.42K and bringing the position to 154 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

SYM Financial Corp first reported a position in TIP in Q2 2019 and has held it in 4 quarters since. The position peaked at $24K in Q2 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • SYM Financial Corp held 154 shares of iShares TIPS Bond ETF worth $16.9K as of Q2 2026.
  • SYM Financial Corp bought 49 iShares TIPS Bond ETF shares in Q2 2026, an estimated $5.42K.
  • iShares TIPS Bond ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #474 holding.
  • SYM Financial Corp first reported a position in iShares TIPS Bond ETF in Q2 2019 and has held it in 4 quarters since.
  • SYM Financial Corp's iShares TIPS Bond ETF position peaked at $24K in Q2 2022.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.