Atwater Malick
TIP icon

Atwater Malick’s iShares TIPS Bond ETF TIP Stock Holding History

Atwater Malick’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 		$681K Buy
6,548
+62
+1% +$6.63K 0.15% 67
2026
Q2 		$710K Buy
6,486
+1,236
+24% +$137K 0.15% 65
2026
Q1 		$579K Sell
5,250
-743
-12% -$82.2K 0.16% 55
2025
Q4 		$659K Sell
5,993
-580
-9% -$64.3K 0.18% 47
2025
Q3 		$731K Hold
6,573
– – 0.21% 46
2025
Q2 		$723K Sell
6,573
-425
-6% -$46.4K 0.23% 49
2025
Q1 		$777K Sell
6,998
-20
-0.3% -$2.17K 0.26% 44
2024
Q4 		$748K Sell
7,018
-1,230
-15% -$133K 0.25% 44
2024
Q3 		$911K Sell
8,248
-840
-9% -$91.3K 0.29% 40
2024
Q2 		$970K Hold
9,088
– – 0.33% 38
2024
Q1 		$976K Sell
9,088
-1,200
-12% -$128K 0.34% 40
2023
Q4 		$1.11M Buy
10,288
+1,000
+11% +$105K 0.43% 35
2023
Q3 		$963K Hold
9,288
– – 0.42% 36
2023
Q2 		$1000K Hold
9,288
– – 0.43% 31
2023
Q1 		$1.02M Hold
9,288
– – 0.48% 29
2022
Q4 		$989K Sell
9,288
-61
-0.7% -$6.51K 0.49% 28
2022
Q3 		$981K Buy
9,349
+2,770
+42% +$314K 0.55% 28
2022
Q2 		$749K Buy
6,579
+758
+13% +$89.9K 0.39% 30
2022
Q1 		$725K Buy
5,821
+718
+14% +$90.3K 0.35% 30
2021
Q4 		$659K Buy
5,103
+3,534
+225% +$456K 0.31% 31
2021
Q3 		$200K Buy
+1,569
New +$202K 0.11% 56
2019
Q4 		– Sell
-119
Closed -$14K – 180
2019
Q3 		$14K Buy
+119
New +$13.8K 0.01% 125

Other funds holding TIP

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Cypress Capital
Cypress Capital Franklin, Tennessee $377M AUM 11.3% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $137M AUM 0.07% 1-Year Est. Return
Ted Buchan & Co
Ted Buchan & Co San Diego, California $303M AUM 15.07% 1-Year Est. Return

Atwater Malick's TIP Position: Q3 2026 in Review

Atwater Malick increased its iShares TIPS Bond ETF (TIP) stake by 0.96% in Q3 2026, buying an estimated $6.63K and bringing the position to 6,548 shares worth $681K. The position accounts for 0.15% of the portfolio, ranked #67.

Atwater Malick first reported a position in TIP in Q3 2019 and has held it in 22 quarters since. The position peaked at $1.11M in Q4 2023. 297 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Atwater Malick held 6,548 shares of iShares TIPS Bond ETF worth $681K as of Q3 2026.
  • Atwater Malick bought 62 iShares TIPS Bond ETF shares in Q3 2026, an estimated $6.63K.
  • iShares TIPS Bond ETF made up 0.15% of Atwater Malick's portfolio in Q3 2026, its #67 holding.
  • Atwater Malick first reported a position in iShares TIPS Bond ETF in Q3 2019 and has held it in 22 quarters since.
  • Atwater Malick's iShares TIPS Bond ETF position peaked at $1.11M in Q4 2023.
  • 297 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.