Ascent Wealth Partners
TIP icon

Ascent Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Ascent Wealth Partners’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 		$2.06M Buy
19,820
+2,637
+15% +$282K 0.2% 97
2026
Q2 		$1.88M Sell
17,183
-1,194
-6% -$132K 0.19% 98
2026
Q1 		$2.03M Sell
18,377
-2,152
-10% -$238K 0.24% 88
2025
Q4 		$2.26M Sell
20,529
-770
-4% -$85.4K 0.26% 77
2025
Q3 		$2.37M Sell
21,299
-547
-3% -$60.4K 0.27% 72
2025
Q2 		$2.4M Sell
21,846
-2,073
-9% -$226K 0.3% 71
2025
Q1 		$2.66M Sell
23,919
-2,733
-10% -$297K 0.36% 62
2024
Q4 		$2.84M Sell
26,652
-106
-0.4% -$11.5K 0.38% 57
2024
Q3 		$2.96M Sell
26,758
-6,508
-20% -$707K 0.41% 57
2024
Q2 		$3.55M Sell
33,266
-6,783
-17% -$721K 0.52% 48
2024
Q1 		$4.3M Sell
40,049
-9,593
-19% -$1.02M 0.64% 46
2023
Q4 		$5.34M Sell
49,642
-3,902
-7% -$408K 0.87% 38
2023
Q3 		$5.55M Sell
53,544
-5,954
-10% -$630K 1.02% 34
2023
Q2 		$6.4M Buy
59,498
+1,209
+2% +$132K 1.13% 30
2023
Q1 		$6.43M Sell
58,289
-20,438
-26% -$2.21M 1.29% 22
2022
Q4 		$8.38M Sell
78,727
-1,275
-2% -$136K 1.8% 14
2022
Q3 		$8.39M Buy
80,002
+33,029
+70% +$3.74M 2% 12
2022
Q2 		$5.37M Buy
+46,973
New +$5.57M 1.21% 28

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

Ascent Wealth Partners's TIP Position: Q3 2026 in Review

Ascent Wealth Partners increased its iShares TIPS Bond ETF (TIP) stake by 15% in Q3 2026, buying an estimated $282K and bringing the position to 19,820 shares worth $2.06M. The position accounts for 0.2% of the portfolio, ranked #97.

Ascent Wealth Partners first reported a position in TIP in Q2 2022 and has held it in 18 quarters since. The position peaked at $8.39M in Q3 2022. 592 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Ascent Wealth Partners held 19,820 shares of iShares TIPS Bond ETF worth $2.06M as of Q3 2026.
  • Ascent Wealth Partners bought 2,637 iShares TIPS Bond ETF shares in Q3 2026, an estimated $282K.
  • iShares TIPS Bond ETF made up 0.2% of Ascent Wealth Partners's portfolio in Q3 2026, its #97 holding.
  • Ascent Wealth Partners first reported a position in iShares TIPS Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • Ascent Wealth Partners's iShares TIPS Bond ETF position peaked at $8.39M in Q3 2022.
  • 592 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Ascent Wealth Partners's 13F filing for Q3 2026, filed 23 Oct 2026.