AlphaCore Capital
TIP icon

AlphaCore Capital’s iShares TIPS Bond ETF TIP Stock Holding History

AlphaCore Capital’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 		$640K Buy
6,151
+1,704
+38% +$182K 0.01% 684
2026
Q2 		$487K Buy
4,447
+329
+8% +$36.4K 0.01% 696
2026
Q1 		$454K Sell
4,118
-137
-3% -$15.2K 0.01% 576
2025
Q4 		$468K Buy
4,255
+2,052
+93% +$228K 0.01% 629
2025
Q3 		$245K Buy
2,203
+447
+25% +$49.4K 0.01% 644
2025
Q2 		$193K Hold
1,756
– – 0.01% 588
2025
Q1 		$195K Buy
+1,756
New +$191K 0.02% 447
2024
Q1 		– Sell
-1,859
Closed -$200K – 357
2023
Q4 		$200K Hold
1,859
– – 0.03% 217
2023
Q3 		$193K Buy
1,859
+103
+6% +$10.9K 0.03% 215
2023
Q2 		$189K Buy
1,756
+656
+60% +$71.4K 0.03% 198
2023
Q1 		$121K Sell
1,100
-261
-19% -$28.2K 0.03% 143
2022
Q4 		$145K Buy
1,361
+261
+24% +$27.9K 0.06% 85
2022
Q3 		$115K Hold
1,100
– – 0.05% 75
2022
Q2 		$125K Buy
+1,100
New +$130K 0.06% 80
2021
Q4 		– Sell
-45
Closed -$6K – 128
2021
Q3 		$6K Sell
45
-497
-92% -$64.1K ﹤0.01% 116
2021
Q2 		$69K Buy
+542
New +$68.9K 0.04% 52
2020
Q2 		– Sell
-192
Closed -$23K – 281
2020
Q1 		$23K Hold
192
– – 0.02% 152
2019
Q4 		$22K Buy
+192
New +$22.3K 0.01% 103

Other funds holding TIP

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
GenTrust
GenTrust Miami, Florida $2.65B AUM 11.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Viewpoint Investment Partners
Viewpoint Investment Partners Calgary, Alberta, Canada $319M AUM 12.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

AlphaCore Capital's TIP Position: Q3 2026 in Review

AlphaCore Capital increased its iShares TIPS Bond ETF (TIP) stake by 38% in Q3 2026, buying an estimated $182K and bringing the position to 6,151 shares worth $640K. The position accounts for 0.01% of the portfolio, ranked #684.

AlphaCore Capital first reported a position in TIP in Q4 2019 and has held it in 18 quarters since. 592 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • AlphaCore Capital held 6,151 shares of iShares TIPS Bond ETF worth $640K as of Q3 2026.
  • AlphaCore Capital bought 1,704 iShares TIPS Bond ETF shares in Q3 2026, an estimated $182K.
  • iShares TIPS Bond ETF made up 0.01% of AlphaCore Capital's portfolio in Q3 2026, its #684 holding.
  • AlphaCore Capital first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 18 quarters since.
  • 592 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.