EF
TIP icon

Envision Financial’s iShares TIPS Bond ETF TIP Stock Holding History

Envision Financial’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 		$468K Hold
4,500
– – 0.21% 38
2026
Q2 		$492K Hold
4,500
– – 0.23% 39
2026
Q1 		$497K Sell
4,500
-4,500
-50% -$498K 0.27% 38
2025
Q4 		$989K Buy
9,000
+6,000
+200% +$666K 0.52% 28
2025
Q3 		$334K Buy
+3,000
New +$331K 0.19% 40

Other funds holding TIP

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 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
IFA
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
CC
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Envision Financial's TIP Position: Q3 2026 in Review

Envision Financial held its iShares TIPS Bond ETF (TIP) position steady in Q3 2026 at 4,500 shares worth $468K. The position accounts for 0.21% of the portfolio, ranked #38.

Envision Financial first reported a position in TIP in Q3 2025 and has held it in 5 quarters since. The position peaked at $989K in Q4 2025. 222 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Envision Financial held 4,500 shares of iShares TIPS Bond ETF worth $468K as of Q3 2026.
  • Envision Financial left its iShares TIPS Bond ETF share count unchanged in Q3 2026.
  • iShares TIPS Bond ETF made up 0.21% of Envision Financial's portfolio in Q3 2026, its #38 holding.
  • Envision Financial first reported a position in iShares TIPS Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • Envision Financial's iShares TIPS Bond ETF position peaked at $989K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Envision Financial's 13F filing for Q3 2026, filed 15 Oct 2026.