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

DKM 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	$251K	Hold	2,412	–	–	0.16%	53
2026 Q2	$264K	Hold	2,412	–	–	0.17%	51
2026 Q1	$266K	Hold	2,412	–	–	0.19%	47
2025 Q4	$265K	Hold	2,412	–	–	0.2%	50
2025 Q3	$268K	Hold	2,412	–	–	0.22%	47
2025 Q2	$265K	Hold	2,412	–	–	0.23%	41
2025 Q1	$268K	Hold	2,412	–	–	0.26%	38
2024 Q4	$257K	Buy	+2,412	New	+$261K	0.24%	39

Other funds holding TIP

Mather Group Chicago, Illinois $11.8B AUM 12.84% 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

IFA

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

VIS

Vertex Investment Solutions Chiyoda-Ku $137M AUM 0.07% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WPIC

White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DKM Wealth Management's TIP Position: Q3 2026 in Review

DKM Wealth Management held its iShares TIPS Bond ETF (TIP) position steady in Q3 2026 at 2,412 shares worth $251K. The position accounts for 0.16% of the portfolio, ranked #53.

DKM Wealth Management first reported a position in TIP in Q4 2024 and has held it in 8 quarters since. The position peaked at $268K in Q3 2025. 192 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

DKM Wealth Management held 2,412 shares of iShares TIPS Bond ETF worth $251K as of Q3 2026.
DKM Wealth Management left its iShares TIPS Bond ETF share count unchanged in Q3 2026.
iShares TIPS Bond ETF made up 0.16% of DKM Wealth Management's portfolio in Q3 2026, its #53 holding.
DKM Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 8 quarters since.
DKM Wealth Management's iShares TIPS Bond ETF position peaked at $268K in Q3 2025.
192 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.