Cherry Tree Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Cherry Tree Wealth Management’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	$130K	Buy	1,248 +1,247	+124,700%	+$133K	0.02%	201
2026 Q2	$110	Buy	+1	New	+$111	﹤0.01%	589
2025 Q3	–	Sell	-3	Closed	-$331	–	603
2025 Q2	$331	Hold	3	–	–	﹤0.01%	590
2025 Q1	$334	Hold	3	–	–	﹤0.01%	740
2024 Q4	$320	Hold	3	–	–	﹤0.01%	627
2024 Q3	$332	Hold	3	–	–	﹤0.01%	602
2024 Q2	$321	Hold	3	–	–	﹤0.01%	583
2024 Q1	$323	Sell	3 -739	-100%	-$79K	﹤0.01%	583
2023 Q4	$79.8K	Hold	742	–	–	0.02%	213
2023 Q3	$77K	Sell	742 -463	-38%	-$49K	0.02%	206
2023 Q2	$130K	Buy	+1,205	New	+$131K	0.04%	172

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

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

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

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

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 San Diego, California $303M AUM 15.07% 1-Year Est. Return

Cherry Tree Wealth Management's TIP Position: Q3 2026 in Review

Cherry Tree Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 124,700% in Q3 2026, buying an estimated $133K and bringing the position to 1,248 shares worth $130K. The position accounts for 0.02% of the portfolio, ranked #201.

Cherry Tree Wealth Management first reported a position in TIP in Q2 2023 and has held it in 11 quarters since. 302 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

Cherry Tree Wealth Management held 1,248 shares of iShares TIPS Bond ETF worth $130K as of Q3 2026.
Cherry Tree Wealth Management bought 1,247 iShares TIPS Bond ETF shares in Q3 2026, an estimated $133K.
iShares TIPS Bond ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #201 holding.
Cherry Tree Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2023 and has held it in 11 quarters since.
302 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.