Rudd Co d/b/a Styre Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Rudd Co d/b/a Styre Wealth’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 Q3	$1.12M	Buy	+10,640	New	+$1.14M	1.09%	52

Other funds holding TIP

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Viewpoint Investment Partners Calgary, Alberta, Canada $319M AUM 12.4% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Rudd Co d/b/a Styre Wealth's TIP Position: Q3 2026 in Review

Rudd Co d/b/a Styre Wealth opened a new position in iShares TIPS Bond ETF (TIP) in Q3 2026: 10,640 shares worth $1.12M. The stake represents 1.09% of the portfolio and ranks #52 among its holdings.

443 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

Rudd Co d/b/a Styre Wealth held 10,640 shares of iShares TIPS Bond ETF worth $1.12M as of Q3 2026.
iShares TIPS Bond ETF was a new Rudd Co d/b/a Styre Wealth position in Q3 2026.
iShares TIPS Bond ETF made up 1.09% of Rudd Co d/b/a Styre Wealth's portfolio in Q3 2026, its #52 holding.
443 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Rudd Co d/b/a Styre Wealth's 13F filing for Q3 2026, filed 29 Oct 2026.