Fiduciary Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Fiduciary Financial Group’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	$671K	Buy	6,447 +208	+3%	+$22.2K	0.08%	152
2026 Q2	$683K	Sell	6,239 -428	-6%	-$47.3K	0.08%	148
2026 Q1	$736K	Sell	6,667 -2,460	-27%	-$272K	0.1%	129
2025 Q4	$1M	Sell	9,127 -282	-3%	-$31.3K	0.14%	98
2025 Q3	$1.05M	Buy	9,409 +51	+0.5%	+$5.63K	0.17%	83
2025 Q2	$1.03M	Sell	9,358 -182	-2%	-$19.9K	0.19%	78
2025 Q1	$1.03M	Sell	9,540 -864	-8%	-$93.9K	0.22%	64
2024 Q4	$1.11M	Buy	10,404 +52	+0.5%	+$5.63K	0.24%	62
2024 Q3	$1.13M	Sell	10,352 -1,194	-10%	-$130K	0.26%	57
2024 Q2	$1.24M	Buy	+11,546	New	+$1.23M	0.3%	51

Other funds holding TIP

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Viewpoint Investment Partners Calgary, Alberta, Canada $319M AUM 12.4% 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

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Mader & Shannon Wealth Management Kansas City, Missouri $241M AUM 14.38% 1-Year Est. Return

Fiduciary Financial Group's TIP Position: Q3 2026 in Review

Fiduciary Financial Group increased its iShares TIPS Bond ETF (TIP) stake by 3.3% in Q3 2026, buying an estimated $22.2K and bringing the position to 6,447 shares worth $671K. The position accounts for 0.08% of the portfolio, ranked #152.

Fiduciary Financial Group first reported a position in TIP in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.24M in Q2 2024. 474 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

Fiduciary Financial Group held 6,447 shares of iShares TIPS Bond ETF worth $671K as of Q3 2026.
Fiduciary Financial Group bought 208 iShares TIPS Bond ETF shares in Q3 2026, an estimated $22.2K.
iShares TIPS Bond ETF made up 0.08% of Fiduciary Financial Group's portfolio in Q3 2026, its #152 holding.
Fiduciary Financial Group first reported a position in iShares TIPS Bond ETF in Q2 2024 and has held it in 10 quarters since.
Fiduciary Financial Group's iShares TIPS Bond ETF position peaked at $1.24M in Q2 2024.
474 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Fiduciary Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.