UFPG
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United Financial Planning Group’s iShares TIPS Bond ETF TIP Stock Holding History

United Financial Planning 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 		– Sell
-6
Closed -$659 – 619
2025
Q4 		$659 Buy
+6
New +$666 ﹤0.01% 381

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

United Financial Planning Group's TIP Position: Q1 2026 in Review

United Financial Planning Group sold out of iShares TIPS Bond ETF (TIP) in Q1 2026, closing a stake of 6 shares — an estimated $659 sold.

United Financial Planning Group first reported a position in TIP in Q4 2025 and held it in 1 quarter. The position peaked at $659 in Q4 2025. 1,021 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • United Financial Planning Group reported no remaining iShares TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 6 iShares TIPS Bond ETF shares in Q1 2026, an estimated $659.
  • United Financial Planning Group first reported a position in iShares TIPS Bond ETF in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's iShares TIPS Bond ETF position peaked at $659 in Q4 2025.
  • 1,021 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.