Capstone Wealth Management Group (Oregon)’s iShares TIPS Bond ETF TIP Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$1000K	Sell	9,611 -49	-0.5%	-$5.24K	0.59%	41
2026 Q2	$1.06M	Buy	9,660 +9	+0.1%	+$995	0.64%	41
2026 Q1	$1.07M	Buy	9,651 +1,025	+12%	+$113K	0.66%	40
2025 Q4	$948K	Buy	8,626 +4,737	+122%	+$525K	0.57%	43
2025 Q3	$433K	Buy	+3,889	New	+$430K	0.28%	69

Other funds holding TIP

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Viewpoint Investment Partners Calgary, Alberta, Canada $319M AUM 12.4% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s TIP Position: Q3 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its iShares TIPS Bond ETF (TIP) stake by 0.51% in Q3 2026, selling an estimated $5.24K and leaving 9,611 shares worth $1000K. The position accounts for 0.59% of the portfolio, ranked #41.

Capstone Wealth Management Group (Oregon) first reported a position in TIP in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.07M in Q1 2026. 435 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

Capstone Wealth Management Group (Oregon) held 9,611 shares of iShares TIPS Bond ETF worth $1000K as of Q3 2026.
Capstone Wealth Management Group (Oregon) sold 49 iShares TIPS Bond ETF shares in Q3 2026, an estimated $5.24K.
iShares TIPS Bond ETF made up 0.59% of Capstone Wealth Management Group (Oregon)'s portfolio in Q3 2026, its #41 holding.
Capstone Wealth Management Group (Oregon) first reported a position in iShares TIPS Bond ETF in Q3 2025 and has held it in 5 quarters since.
Capstone Wealth Management Group (Oregon)'s iShares TIPS Bond ETF position peaked at $1.07M in Q1 2026.
435 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q3 2026, filed 19 Oct 2026.