TF
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TME Financial’s iShares TIPS Bond ETF TIP Stock Holding History

TME Financial’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 		$8.84M Buy
80,814
+5,121
+7% +$566K 5.46% 4
2026
Q1 		$8.35M Sell
75,693
-1,396
-2% -$155K 5.79% 4
2025
Q4 		$8.47M Sell
77,089
-8,207
-10% -$910K 5.95% 4
2025
Q3 		$9.49M Buy
85,296
+3,689
+5% +$408K 7.11% 1
2025
Q2 		$8.98M Buy
81,607
+13,137
+19% +$1.43M 7.26% 1
2025
Q1 		$7.61M Sell
68,470
-12,076
-15% -$1.31M 6.61% 2
2024
Q4 		$8.9M Buy
+80,546
New +$8.72M 8.31% 2

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

TME Financial's TIP Position: Q2 2026 in Review

TME Financial increased its iShares TIPS Bond ETF (TIP) stake by 6.8% in Q2 2026, buying an estimated $566K and bringing the position to 80,814 shares worth $8.84M. The position accounts for 5.46% of the portfolio, ranked #4.

TME Financial first reported a position in TIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.49M in Q3 2025. 1,022 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • TME Financial held 80,814 shares of iShares TIPS Bond ETF worth $8.84M as of Q2 2026.
  • TME Financial bought 5,121 iShares TIPS Bond ETF shares in Q2 2026, an estimated $566K.
  • iShares TIPS Bond ETF made up 5.46% of TME Financial's portfolio in Q2 2026, its #4 holding.
  • TME Financial first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • TME Financial's iShares TIPS Bond ETF position peaked at $9.49M in Q3 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on TME Financial's 13F filing for Q2 2026, filed 23 Jul 2026.