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Camelot Technology Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Camelot Technology Advisors’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 		$445K Sell
4,277
-17
-0.4% -$1.82K 0.3% 48
2026
Q2 		$470K Buy
4,294
+409
+11% +$45.2K 0.32% 47
2026
Q1 		$429K Buy
3,885
+1,683
+76% +$186K 0.31% 48
2025
Q4 		$242K Buy
2,202
+150
+7% +$16.6K 0.18% 51
2025
Q3 		$228K Buy
2,052
+38
+2% +$4.2K 0.18% 52
2025
Q2 		$222K Buy
2,014
+24
+1% +$2.62K 0.19% 49
2025
Q1 		$221K Hold
1,990
– – 0.2% 52
2024
Q4 		$212K Sell
1,990
-534
-21% -$57.8K 0.19% 53
2024
Q3 		$279K Sell
2,524
-1,143
-31% -$124K 0.25% 51
2024
Q2 		$392K Sell
3,667
-82
-2% -$8.72K 0.36% 42
2024
Q1 		$403K Sell
3,749
-116
-3% -$12.4K 0.37% 43
2023
Q4 		$415K Buy
+3,865
New +$404K 0.42% 42

Other funds holding TIP

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 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
IFA
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
CC
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
RTD Financial Advisors
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

Camelot Technology Advisors's TIP Position: Q3 2026 in Review

Camelot Technology Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 0.4% in Q3 2026, selling an estimated $1.82K and leaving 4,277 shares worth $445K. The position accounts for 0.3% of the portfolio, ranked #48.

Camelot Technology Advisors first reported a position in TIP in Q4 2023 and has held it in 12 quarters since. The position peaked at $470K in Q2 2026. 216 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Camelot Technology Advisors held 4,277 shares of iShares TIPS Bond ETF worth $445K as of Q3 2026.
  • Camelot Technology Advisors sold 17 iShares TIPS Bond ETF shares in Q3 2026, an estimated $1.82K.
  • iShares TIPS Bond ETF made up 0.3% of Camelot Technology Advisors's portfolio in Q3 2026, its #48 holding.
  • Camelot Technology Advisors first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Camelot Technology Advisors's iShares TIPS Bond ETF position peaked at $470K in Q2 2026.
  • 216 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Camelot Technology Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.