AB
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Atlas Brown’s iShares TIPS Bond ETF TIP Stock Holding History

Atlas Brown’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 		$696K Buy
6,692
+32
+0.5% +$3.42K 0.18% 120
2026
Q2 		$729K Sell
6,660
-151
-2% -$16.7K 0.2% 115
2026
Q1 		$752K Sell
6,811
-209
-3% -$23.1K 0.23% 102
2025
Q4 		$772K Buy
7,020
+20
+0.3% +$2.22K 0.23% 97
2025
Q3 		$778K Sell
7,000
-85
-1% -$9.39K 0.23% 95
2025
Q2 		$780K Buy
7,085
+547
+8% +$59.7K 0.25% 91
2025
Q1 		$726K Sell
6,538
-142
-2% -$15.4K 0.25% 92
2024
Q4 		$712K Sell
6,680
-52
-0.8% -$5.63K 0.24% 98
2024
Q3 		$744K Sell
6,732
-1,769
-21% -$192K 0.26% 92
2024
Q2 		$908K Buy
8,501
+1,666
+24% +$177K 0.33% 82
2024
Q1 		$734K Sell
6,835
-215
-3% -$23K 0.27% 94
2023
Q4 		$758K Sell
7,050
-1,838
-21% -$192K 0.31% 91
2023
Q3 		$922K Buy
8,888
+161
+2% +$17K 0.42% 74
2023
Q2 		$939K Sell
8,727
-319
-4% -$34.7K 0.41% 74
2023
Q1 		$997K Sell
9,046
-125
-1% -$13.5K 0.46% 71
2022
Q4 		$976K Sell
9,171
-84
-0.9% -$8.97K 0.48% 64
2022
Q3 		$971K Sell
9,255
-1,352
-13% -$153K 0.49% 65
2022
Q2 		$1.21M Sell
10,607
-13
-0.1% -$1.54K 0.57% 57
2022
Q1 		$1.32M Buy
10,620
+49
+0.5% +$6.16K 0.54% 57
2021
Q4 		$1.37M Buy
10,571
+479
+5% +$61.8K 0.53% 57
2021
Q3 		$1.29M Buy
10,092
+2,032
+25% +$262K 0.56% 57
2021
Q2 		$1.03M Sell
8,060
-16
-0.2% -$2.03K 0.45% 73
2021
Q1 		$1.01M Buy
8,076
+681
+9% +$86.2K 0.48% 71
2020
Q4 		$944K Sell
7,395
-98
-1% -$12.4K 0.49% 68
2020
Q3 		$948K Sell
7,493
-223
-3% -$28K 0.56% 60
2020
Q2 		$949K Sell
7,716
-131
-2% -$15.9K 0.6% 53
2020
Q1 		$925K Sell
7,847
-361
-4% -$42.5K 0.72% 51
2019
Q4 		$957K Buy
8,208
+62
+0.8% +$7.21K 0.6% 55
2019
Q3 		$947K Sell
8,146
-96
-1% -$11.1K 0.68% 47
2019
Q2 		$952K Buy
8,242
+57
+0.7% +$6.48K 0.66% 48
2019
Q1 		$925K Sell
8,185
-222
-3% -$24.6K 0.66% 48
2018
Q4 		$921K Hold
8,407
– – 0.71% 47
2018
Q3 		$930K Buy
8,407
+78
+0.9% +$8.71K 0.57% 53
2018
Q2 		$938K Sell
8,329
-235
-3% -$26.4K 0.22% 54
2018
Q1 		$968K Buy
8,564
+130
+2% +$14.6K 0.18% 52
2017
Q4 		$955K Buy
8,434
+590
+8% +$67.1K 0.17% 50
2017
Q3 		$891K Buy
7,844
+214
+3% +$24.4K 0.19% 49
2017
Q2 		$865K Sell
7,630
-74
-1% -$8.46K 0.76% 44
2017
Q1 		$883K Sell
7,704
-269
-3% -$30.6K 0.7% 43
2016
Q4 		$929K Hold
7,973
– – 0.38% 40
2016
Q3 		$929K Sell
7,973
-36
-0.4% -$4.18K 0.38% 40
2016
Q2 		$934K Sell
8,009
-188
-2% -$21.6K 0.38% 38
2016
Q1 		$940K Buy
8,197
+58
+0.7% +$6.48K 0.39% 37
2015
Q4 		$901K Buy
8,139
+146
+2% +$16.1K 0.57% 34
2015
Q3 		$885K Sell
7,993
-27
-0.3% -$3.01K 0.38% 39
2015
Q2 		$898K Buy
+8,020
New +$907K 0.35% 41

Other funds holding TIP

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $163M AUM 7.98% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Atlas Brown's TIP Position: Q3 2026 in Review

Atlas Brown increased its iShares TIPS Bond ETF (TIP) stake by 0.48% in Q3 2026, buying an estimated $3.42K and bringing the position to 6,692 shares worth $696K. The position accounts for 0.18% of the portfolio, ranked #120.

Atlas Brown first reported a position in TIP in Q2 2015 and has held it in 46 quarters since. The position peaked at $1.37M in Q4 2021. 125 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Atlas Brown held 6,692 shares of iShares TIPS Bond ETF worth $696K as of Q3 2026.
  • Atlas Brown bought 32 iShares TIPS Bond ETF shares in Q3 2026, an estimated $3.42K.
  • iShares TIPS Bond ETF made up 0.18% of Atlas Brown's portfolio in Q3 2026, its #120 holding.
  • Atlas Brown first reported a position in iShares TIPS Bond ETF in Q2 2015 and has held it in 46 quarters since.
  • Atlas Brown's iShares TIPS Bond ETF position peaked at $1.37M in Q4 2021.
  • 125 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Atlas Brown's 13F filing for Q3 2026, filed 9 Oct 2026.