Badgley Phelps Wealth Managers
TIP icon

Badgley Phelps Wealth Managers’s iShares TIPS Bond ETF TIP Stock Holding History

Badgley Phelps Wealth Managers’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 		$228K Buy
2,193
+89
+4% +$9.5K ﹤0.01% 322
2026
Q2 		$230K Buy
2,104
+86
+4% +$9.5K ﹤0.01% 318
2026
Q1 		$223K Sell
2,018
-392
-16% -$43.4K ﹤0.01% 313
2025
Q4 		$265K Buy
2,410
+296
+14% +$32.8K ﹤0.01% 291
2025
Q3 		$235K Sell
2,114
-622
-23% -$68.7K ﹤0.01% 279
2025
Q2 		$301K Buy
2,736
+21
+0.8% +$2.29K 0.01% 257
2025
Q1 		$302K Sell
2,715
-200
-7% -$21.7K 0.01% 256
2024
Q4 		$311K Sell
2,915
-895
-23% -$96.9K 0.01% 254
2024
Q3 		$421K Sell
3,810
-36
-0.9% -$3.91K 0.01% 222
2024
Q2 		$411K Sell
3,846
-769
-17% -$81.8K 0.01% 208
2024
Q1 		$496K Buy
4,615
+1,813
+65% +$194K 0.01% 197
2023
Q4 		$301K Sell
2,802
-366
-12% -$38.3K 0.01% 216
2023
Q3 		$329K Sell
3,168
-5,324
-63% -$563K 0.01% 189
2023
Q2 		$914K Buy
8,492
+917
+12% +$100K 0.03% 153
2023
Q1 		$835K Buy
7,575
+3,861
+104% +$418K 0.03% 134
2022
Q4 		$395K Buy
3,714
+251
+7% +$26.8K 0.02% 161
2022
Q3 		$363K Sell
3,463
-68
-2% -$7.7K 0.02% 154
2022
Q2 		$402K Buy
3,531
+388
+12% +$46K 0.02% 156
2022
Q1 		$392K Sell
3,143
-2,421
-44% -$305K 0.01% 167
2021
Q4 		$719K Buy
5,564
+167
+3% +$21.5K 0.02% 145
2021
Q3 		$689K Buy
+5,397
New +$696K 0.03% 143

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

Badgley Phelps Wealth Managers's TIP Position: Q3 2026 in Review

Badgley Phelps Wealth Managers increased its iShares TIPS Bond ETF (TIP) stake by 4.2% in Q3 2026, buying an estimated $9.5K and bringing the position to 2,193 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Badgley Phelps Wealth Managers first reported a position in TIP in Q3 2021 and has held it in 21 quarters since. The position peaked at $914K in Q2 2023. 302 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Badgley Phelps Wealth Managers held 2,193 shares of iShares TIPS Bond ETF worth $228K as of Q3 2026.
  • Badgley Phelps Wealth Managers bought 89 iShares TIPS Bond ETF shares in Q3 2026, an estimated $9.5K.
  • iShares TIPS Bond ETF made up ﹤0.01% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #322 holding.
  • Badgley Phelps Wealth Managers first reported a position in iShares TIPS Bond ETF in Q3 2021 and has held it in 21 quarters since.
  • Badgley Phelps Wealth Managers's iShares TIPS Bond ETF position peaked at $914K in Q2 2023.
  • 302 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.