Archvest Wealth Advisors
TIP icon

Archvest Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Archvest Wealth Advisors’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 		$2.1M Buy
20,181
+336
+2% +$35.9K 1.05% 16
2026
Q2 		$2.17M Buy
19,845
+2,860
+17% +$316K 1.26% 15
2026
Q1 		$1.87M Sell
16,985
-72
-0.4% -$7.97K 1.21% 14
2025
Q4 		$1.87M Buy
17,057
+1,718
+11% +$191K 1.2% 17
2025
Q3 		$1.71M Buy
15,339
+442
+3% +$48.8K 1.51% 14
2025
Q2 		$1.64M Buy
14,897
+400
+3% +$43.6K 1.43% 18
2025
Q1 		$1.61M Buy
14,497
+40
+0.3% +$4.34K 1.33% 20
2024
Q4 		$1.54M Buy
14,457
+358
+3% +$38.8K 1.12% 20
2024
Q3 		$1.56M Buy
14,099
+2,587
+22% +$281K 0.99% 18
2024
Q2 		$1.22M Buy
11,512
+5,596
+95% +$595K 0.81% 24
2024
Q1 		$631K Buy
5,916
+731
+14% +$78.1K 0.45% 33
2023
Q4 		$557K Buy
+5,185
New +$542K 0.42% 34

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

Archvest Wealth Advisors's TIP Position: Q3 2026 in Review

Archvest Wealth Advisors increased its iShares TIPS Bond ETF (TIP) stake by 1.7% in Q3 2026, buying an estimated $35.9K and bringing the position to 20,181 shares worth $2.1M. The position accounts for 1.05% of the portfolio, ranked #16.

Archvest Wealth Advisors first reported a position in TIP in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.17M in Q2 2026. 595 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Archvest Wealth Advisors held 20,181 shares of iShares TIPS Bond ETF worth $2.1M as of Q3 2026.
  • Archvest Wealth Advisors bought 336 iShares TIPS Bond ETF shares in Q3 2026, an estimated $35.9K.
  • iShares TIPS Bond ETF made up 1.05% of Archvest Wealth Advisors's portfolio in Q3 2026, its #16 holding.
  • Archvest Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Archvest Wealth Advisors's iShares TIPS Bond ETF position peaked at $2.17M in Q2 2026.
  • 595 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Archvest Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.