EPIQ Partners
TIP icon

EPIQ Partners’s iShares TIPS Bond ETF TIP Stock Holding History

EPIQ 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 		$208K Buy
1,998
+42
+2% +$4.49K 0.09% 97
2026
Q2 		$214K Buy
+1,956
New +$216K 0.09% 92

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Prime Capital Investment Advisors
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Independence Financial Advisors
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Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
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VIS
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Verger Capital Management
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EPIQ Partners's TIP Position: Q3 2026 in Review

EPIQ Partners increased its iShares TIPS Bond ETF (TIP) stake by 2.1% in Q3 2026, buying an estimated $4.49K and bringing the position to 1,998 shares worth $208K. The position accounts for 0.09% of the portfolio, ranked #97.

EPIQ Partners first reported a position in TIP in Q2 2026 and has held it in 2 quarters since. The position peaked at $214K in Q2 2026. 277 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • EPIQ Partners held 1,998 shares of iShares TIPS Bond ETF worth $208K as of Q3 2026.
  • EPIQ Partners bought 42 iShares TIPS Bond ETF shares in Q3 2026, an estimated $4.49K.
  • iShares TIPS Bond ETF made up 0.09% of EPIQ Partners's portfolio in Q3 2026, its #97 holding.
  • EPIQ Partners first reported a position in iShares TIPS Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • EPIQ Partners's iShares TIPS Bond ETF position peaked at $214K in Q2 2026.
  • 277 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on EPIQ Partners's 13F filing for Q3 2026, filed 7 Oct 2026.