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

Activest 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 Q2	$718K	Buy	+6,562	New	+$725K	0.14%	57

Other funds holding TIP

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Activest Wealth Management's TIP Position: Q2 2026 in Review

Activest Wealth Management opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 6,562 shares worth $718K. The stake represents 0.14% of the portfolio and ranks #57 among its holdings.

361 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Activest Wealth Management held 6,562 shares of iShares TIPS Bond ETF worth $718K as of Q2 2026.
iShares TIPS Bond ETF was a new Activest Wealth Management position in Q2 2026.
iShares TIPS Bond ETF made up 0.14% of Activest Wealth Management's portfolio in Q2 2026, its #57 holding.
361 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.