TCFG Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

TCFG Wealth Management’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	$389K	Hold	3,524	–	–	0.15%	155
2025 Q4	$387K	Sell	3,524 -10	-0.3%	-$1.11K	0.15%	166
2025 Q3	$393K	Sell	3,534 -107	-3%	-$11.8K	0.15%	165
2025 Q2	$401K	Sell	3,641 -507	-12%	-$55.3K	0.18%	155
2025 Q1	$461K	Sell	4,148 -4,233	-51%	-$460K	0.23%	108
2024 Q4	$893K	Sell	8,381 -724	-8%	-$78.4K	0.45%	63
2024 Q3	$1.01M	Buy	+9,105	New	+$989K	0.51%	58

Other funds holding TIP

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

TCFG Wealth Management's TIP Position: Q1 2026 in Review

TCFG Wealth Management held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 3,524 shares worth $389K. The position accounts for 0.15% of the portfolio, ranked #155.

TCFG Wealth Management first reported a position in TIP in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q3 2024. 1,021 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

TCFG Wealth Management held 3,524 shares of iShares TIPS Bond ETF worth $389K as of Q1 2026.
TCFG Wealth Management left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
iShares TIPS Bond ETF made up 0.15% of TCFG Wealth Management's portfolio in Q1 2026, its #155 holding.
TCFG Wealth Management first reported a position in iShares TIPS Bond ETF in Q3 2024 and has held it in 7 quarters since.
TCFG Wealth Management's iShares TIPS Bond ETF position peaked at $1.01M in Q3 2024.
1,021 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.