Climber Capital’s iShares TIPS Bond ETF TIP Stock Holding History

Climber Capital’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	$2.45M	Buy	24,800 +633	+3%	+$67.7K	1.49%	24
2026 Q2	$2.64M	Buy	24,167 +8,397	+53%	+$928K	1.61%	23
2026 Q1	$1.74M	Sell	15,770 -7,285	-32%	-$806K	1.14%	26
2025 Q4	$2.53M	Buy	+23,055	New	+$2.56M	1.65%	22
2025 Q2	$1.66M	Buy	15,180 +1,820	+14%	+$199K	1.07%	28
2025 Q1	$1.28M	Buy	+13,360	New	+$1.45M	1.01%	28

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

Climber Capital's TIP Position: Q3 2026 in Review

Climber Capital increased its iShares TIPS Bond ETF (TIP) stake by 2.6% in Q3 2026, buying an estimated $67.7K and bringing the position to 24,800 shares worth $2.45M. The position accounts for 1.49% of the portfolio, ranked #24.

Climber Capital first reported a position in TIP in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.64M in Q2 2026. 443 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

Climber Capital held 24,800 shares of iShares TIPS Bond ETF worth $2.45M as of Q3 2026.
Climber Capital bought 633 iShares TIPS Bond ETF shares in Q3 2026, an estimated $67.7K.
iShares TIPS Bond ETF made up 1.49% of Climber Capital's portfolio in Q3 2026, its #24 holding.
Climber Capital first reported a position in iShares TIPS Bond ETF in Q1 2025 and has held it in 6 quarters since.
Climber Capital's iShares TIPS Bond ETF position peaked at $2.64M in Q2 2026.
443 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Climber Capital's 13F filing for Q3 2026, filed 20 Oct 2026.