Angeles Wealth Management
TIP icon

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

Angeles 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
Q3 		$271K Hold
2,603
– – 0.01% 396
2026
Q2 		$285K Buy
2,603
+87
+3% +$9.6K 0.01% 396
2026
Q1 		$278K Hold
2,516
– – 0.02% 338
2025
Q4 		$277K Hold
2,516
– – 0.02% 306
2025
Q3 		$280K Hold
2,516
– – 0.02% 272
2025
Q2 		$277K Buy
2,516
+64
+3% +$6.98K 0.02% 276
2025
Q1 		$272K Buy
2,452
+303
+14% +$32.9K 0.02% 234
2024
Q4 		$229K Sell
2,149
-34
-2% -$3.68K 0.02% 263
2024
Q3 		$241K Hold
2,183
– – 0.02% 240
2024
Q2 		$233K Hold
2,183
– – 0.02% 213
2024
Q1 		$234K Sell
2,183
-2,560
-54% -$274K 0.02% 197
2023
Q4 		$510K Buy
4,743
+4,709
+13,850% +$492K 0.06% 110
2023
Q3 		$3.53K Hold
34
– – ﹤0.01% 222
2023
Q2 		$3.66K Buy
+34
New +$3.7K ﹤0.01% 215
2023
Q1 		– Sell
-50
Closed -$5.32K – 225
2022
Q4 		$5.32K Hold
50
– – ﹤0.01% 210
2022
Q3 		$5K Buy
+50
New +$5.66K ﹤0.01% 210

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

Angeles Wealth Management's TIP Position: Q3 2026 in Review

Angeles Wealth Management held its iShares TIPS Bond ETF (TIP) position steady in Q3 2026 at 2,603 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #396.

Angeles Wealth Management first reported a position in TIP in Q3 2022 and has held it in 16 quarters since. The position peaked at $510K in Q4 2023. 606 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Angeles Wealth Management held 2,603 shares of iShares TIPS Bond ETF worth $271K as of Q3 2026.
  • Angeles Wealth Management left its iShares TIPS Bond ETF share count unchanged in Q3 2026.
  • iShares TIPS Bond ETF made up 0.01% of Angeles Wealth Management's portfolio in Q3 2026, its #396 holding.
  • Angeles Wealth Management first reported a position in iShares TIPS Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Angeles Wealth Management's iShares TIPS Bond ETF position peaked at $510K in Q4 2023.
  • 606 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Angeles Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.