Corepath Wealth Partners
TIP icon

Corepath Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Corepath Wealth Partners’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 		$489K Hold
4,694
– – 0.34% 22
2026
Q2 		$507K Hold
4,694
– – 0.32% 26
2026
Q1 		$521K Hold
4,694
– – 0.35% 21
2025
Q4 		$517K Sell
4,694
-95
-2% -$10.5K 0.35% 22
2025
Q3 		$531K Sell
4,789
-609
-11% -$67.3K 0.39% 21
2025
Q2 		$590K Buy
5,398
+1
+0% +$109 0.5% 18
2025
Q1 		$588K Sell
5,397
-107
-2% -$11.6K 0.56% 16
2024
Q4 		$585K Sell
5,504
-5
-0.1% -$541 0.57% 16
2024
Q3 		$603K Sell
5,509
-47
-0.8% -$5.11K 0.59% 18
2024
Q2 		$594K Sell
5,556
-1,436
-21% -$153K 0.63% 17
2024
Q1 		$739K Sell
6,992
-3,928
-36% -$420K 0.82% 15
2023
Q4 		$1.17M Sell
10,920
-2,472
-18% -$258K 0.65% 17
2023
Q3 		$1.39M Sell
13,392
-1,423
-10% -$151K 0.84% 17
2023
Q2 		$1.59M Sell
14,815
-20,235
-58% -$2.2M 0.93% 16
2023
Q1 		$3.86M Sell
35,050
-3,757
-10% -$407K 2.42% 12
2022
Q4 		$4.2M Sell
38,807
-1,528
-4% -$163K 2.8% 12
2022
Q3 		$4.28M Sell
40,335
-6
-0% -$679 3.18% 10
2022
Q2 		$4.6M Sell
40,341
-49,067
-55% -$5.82M 3.4% 10
2022
Q1 		$10.8M Buy
89,408
+20,281
+29% +$2.55M 7.55% 4
2021
Q4 		$8.74M Buy
69,127
+6,984
+11% +$901K 6.25% 5
2021
Q3 		$7.95M Buy
62,143
+4,494
+8% +$579K 6.1% 6
2021
Q2 		$7.44M Buy
57,649
+12,112
+27% +$1.54M 5.75% 7
2021
Q1 		$5.71M Buy
+45,537
New +$5.76M 5.02% 9

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
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Corepath Wealth Partners's TIP Position: Q3 2026 in Review

Corepath Wealth Partners held its iShares TIPS Bond ETF (TIP) position steady in Q3 2026 at 4,694 shares worth $489K. The position accounts for 0.34% of the portfolio, ranked #22.

Corepath Wealth Partners first reported a position in TIP in Q1 2021 and has held it in 23 quarters since. The position peaked at $10.8M in Q1 2022. 251 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Corepath Wealth Partners held 4,694 shares of iShares TIPS Bond ETF worth $489K as of Q3 2026.
  • Corepath Wealth Partners left its iShares TIPS Bond ETF share count unchanged in Q3 2026.
  • iShares TIPS Bond ETF made up 0.34% of Corepath Wealth Partners's portfolio in Q3 2026, its #22 holding.
  • Corepath Wealth Partners first reported a position in iShares TIPS Bond ETF in Q1 2021 and has held it in 23 quarters since.
  • Corepath Wealth Partners's iShares TIPS Bond ETF position peaked at $10.8M in Q1 2022.
  • 251 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Corepath Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.