ABLE Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

ABLE Financial 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 Q3	$280K	Hold	2,692	–	–	0.04%	189
2026 Q2	$295K	Hold	2,692	–	–	0.05%	178
2026 Q1	$297K	Hold	2,692	–	–	0.06%	170
2025 Q4	$296K	Buy	2,692 +19	+0.7%	+$2.11K	0.06%	164
2025 Q3	$297K	Sell	2,673 -19	-0.7%	-$2.1K	0.06%	158
2025 Q2	$296K	Sell	2,692 -925	-26%	-$101K	0.07%	157
2025 Q1	$402K	Sell	3,617 -1	-0%	-$109	0.11%	122
2024 Q4	$385K	Buy	3,618 +21	+0.6%	+$2.27K	0.11%	124
2024 Q3	$397K	Buy	+3,597	New	+$391K	0.12%	121

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

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

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

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Cypress Capital Franklin, Tennessee $377M AUM 11.3% 1-Year Est. Return

VIS

Vertex Investment Solutions Chiyoda-Ku $137M AUM 0.07% 1-Year Est. Return

Ted Buchan & Co San Diego, California $303M AUM 15.07% 1-Year Est. Return

ABLE Financial Group's TIP Position: Q3 2026 in Review

ABLE Financial Group held its iShares TIPS Bond ETF (TIP) position steady in Q3 2026 at 2,692 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #189.

ABLE Financial Group first reported a position in TIP in Q3 2024 and has held it in 9 quarters since. The position peaked at $402K in Q1 2025. 302 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

ABLE Financial Group held 2,692 shares of iShares TIPS Bond ETF worth $280K as of Q3 2026.
ABLE Financial Group left its iShares TIPS Bond ETF share count unchanged in Q3 2026.
iShares TIPS Bond ETF made up 0.04% of ABLE Financial Group's portfolio in Q3 2026, its #189 holding.
ABLE Financial Group first reported a position in iShares TIPS Bond ETF in Q3 2024 and has held it in 9 quarters since.
ABLE Financial Group's iShares TIPS Bond ETF position peaked at $402K in Q1 2025.
302 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.