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Deane Retirement Strategies’s iShares TIPS Bond ETF TIP Stock Holding History

Deane Retirement Strategies’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 		$6.43M Buy
62,077
+61,525
+11,146% +$6.58M 2.63% 15
2026
Q2 		$60.4K Sell
552
-213,880
-100% -$23.6M 0.03% 45
2026
Q1 		$23.7M Buy
214,432
+214,355
+278,383% +$23.7M 9.52% 1
2025
Q4 		$8.46K Buy
+77
New +$8.54K ﹤0.01% 64
2024
Q2 		– Sell
-70,089
Closed -$7.53M – 87
2024
Q1 		$7.53M Buy
70,089
+11
+0% +$1.18K 3.82% 6
2023
Q4 		$7.53M Buy
+70,078
New +$7.33M 4.11% 6
2023
Q1 		– Sell
-2,174
Closed -$231K – 80
2022
Q4 		$231K Buy
2,174
+4
+0.2% +$427 0.13% 47
2022
Q3 		$228K Buy
2,170
+222
+11% +$25.1K 0.14% 42
2022
Q2 		$224K Sell
1,948
-47,504
-96% -$5.63M 0.14% 41
2022
Q1 		$6.09M Buy
49,452
+47,577
+2,537% +$5.98M 3.36% 6
2021
Q4 		$242K Sell
1,875
-25
-1% -$3.22K 0.13% 40
2021
Q3 		$243K Sell
1,900
-284
-13% -$36.6K 0.14% 38
2021
Q2 		$280K Sell
2,184
-155,691
-99% -$19.8M 0.15% 41
2021
Q1 		$19.8M Buy
157,875
+95,789
+154% +$12.1M 10.68% 1
2020
Q4 		$7.92M Sell
62,086
-1,502
-2% -$189K 4.83% 4
2020
Q3 		$8.04M Buy
63,588
+3,181
+5% +$400K 5.46% 4
2020
Q2 		$7.43M Buy
+60,407
New +$7.34M 5.42% 6
2017
Q1 		– Sell
-42,245
Closed -$4.78M – 60
2016
Q4 		$4.78M Buy
42,245
+381
+0.9% +$43.5K 4.27% 6
2016
Q3 		$4.88M Buy
+41,864
New +$4.86M 4.44% 4

Other funds holding TIP

KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

Deane Retirement Strategies's TIP Position: Q3 2026 in Review

Deane Retirement Strategies increased its iShares TIPS Bond ETF (TIP) stake by 11,146% in Q3 2026, buying an estimated $6.58M and bringing the position to 62,077 shares worth $6.43M. The position accounts for 2.63% of the portfolio, ranked #15.

Deane Retirement Strategies first reported a position in TIP in Q3 2016 and has held it in 19 quarters since. The position peaked at $23.7M in Q1 2026. 58 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Deane Retirement Strategies held 62,077 shares of iShares TIPS Bond ETF worth $6.43M as of Q3 2026.
  • Deane Retirement Strategies bought 61,525 iShares TIPS Bond ETF shares in Q3 2026, an estimated $6.58M.
  • iShares TIPS Bond ETF made up 2.63% of Deane Retirement Strategies's portfolio in Q3 2026, its #15 holding.
  • Deane Retirement Strategies first reported a position in iShares TIPS Bond ETF in Q3 2016 and has held it in 19 quarters since.
  • Deane Retirement Strategies's iShares TIPS Bond ETF position peaked at $23.7M in Q1 2026.
  • 58 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Deane Retirement Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.