Axos Invest’s iShares TIPS Bond ETF TIP Stock Holding History

Axos Invest’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	$5.03M	Sell	48,377 -1,360	-3%	-$145K	3.79%	6
2026 Q2	$5.44M	Sell	49,737 -3,290	-6%	-$364K	3.98%	6
2026 Q1	$5.85M	Sell	53,027 -296	-0.6%	-$32.8K	4.42%	6
2025 Q4	$5.86M	Buy	53,323 +160	+0.3%	+$17.7K	4.31%	6
2025 Q3	$5.91M	Sell	53,163 -2,717	-5%	-$300K	4.43%	6
2025 Q2	$6.15M	Sell	55,880 -1,441	-3%	-$157K	4.64%	6
2025 Q1	$6.37M	Sell	57,321 -4,508	-7%	-$490K	4.94%	5
2024 Q4	$6.59M	Sell	61,829 -918	-1%	-$99.4K	4.8%	5
2024 Q3	$6.93M	Buy	+62,747	New	+$6.82M	4.74%	6

Other funds holding TIP

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

GenTrust Miami, Florida $2.65B AUM 11.42% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Axos Invest's TIP Position: Q3 2026 in Review

Axos Invest reduced its iShares TIPS Bond ETF (TIP) stake by 2.7% in Q3 2026, selling an estimated $145K and leaving 48,377 shares worth $5.03M. The position accounts for 3.79% of the portfolio, ranked #6.

Axos Invest first reported a position in TIP in Q3 2024 and has held it in 9 quarters since. The position peaked at $6.93M in Q3 2024. 789 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

Axos Invest held 48,377 shares of iShares TIPS Bond ETF worth $5.03M as of Q3 2026.
Axos Invest sold 1,360 iShares TIPS Bond ETF shares in Q3 2026, an estimated $145K.
iShares TIPS Bond ETF made up 3.79% of Axos Invest's portfolio in Q3 2026, its #6 holding.
Axos Invest first reported a position in iShares TIPS Bond ETF in Q3 2024 and has held it in 9 quarters since.
Axos Invest's iShares TIPS Bond ETF position peaked at $6.93M in Q3 2024.
789 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Axos Invest's 13F filing for Q3 2026, filed 21 Oct 2026.