Cyndeo Wealth Partners
TIP icon

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

Cyndeo 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 		– Sell
-2,464
Closed -$270K – 589
2026
Q2 		$270K Buy
2,464
+116
+5% +$12.8K 0.01% 452
2026
Q1 		$259K Sell
2,348
-254
-10% -$28.1K 0.01% 431
2025
Q4 		$286K Sell
2,602
-518
-17% -$57.5K 0.02% 407
2025
Q3 		$347K Sell
3,120
-211
-6% -$23.3K 0.02% 366
2025
Q2 		$367K Sell
3,331
-93
-3% -$10.1K 0.02% 345
2025
Q1 		$380K Sell
3,424
-1,955
-36% -$212K 0.03% 328
2024
Q4 		$573K Sell
5,379
-600
-10% -$65K 0.04% 275
2024
Q3 		$661K Sell
5,979
-145,118
-96% -$15.8M 0.05% 261
2024
Q2 		$16.1M Buy
151,097
+3,118
+2% +$332K 1.26% 12
2024
Q1 		$15.9M Buy
147,979
+4,188
+3% +$447K 1.32% 10
2023
Q4 		$15.5M Sell
143,791
-18,262
-11% -$1.91M 1.43% 11
2023
Q3 		$16.8M Buy
162,053
+5,475
+3% +$579K 1.75% 7
2023
Q2 		$16.9M Buy
156,578
+1,493
+1% +$163K 1.76% 7
2023
Q1 		$17.1M Buy
155,085
+83,697
+117% +$9.06M 1.84% 7
2022
Q4 		$7.6M Buy
+71,388
New +$7.62M 0.89% 23

Other funds holding TIP

Mather Group
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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
Ted Buchan & Co
Ted Buchan & Co San Diego, California $303M AUM 15.07% 1-Year Est. Return

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

Cyndeo Wealth Partners sold out of iShares TIPS Bond ETF (TIP) in Q3 2026, closing a stake of 2,464 shares — an estimated $270K sold.

Cyndeo Wealth Partners first reported a position in TIP in Q4 2022 and held it in 15 quarters. The position peaked at $17.1M in Q1 2023. 302 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Cyndeo Wealth Partners reported no remaining iShares TIPS Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 2,464 iShares TIPS Bond ETF shares in Q3 2026, an estimated $270K.
  • Cyndeo Wealth Partners first reported a position in iShares TIPS Bond ETF in Q4 2022 and held it in 15 quarters.
  • Cyndeo Wealth Partners's iShares TIPS Bond ETF position peaked at $17.1M in Q1 2023.
  • 302 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.