Financial Architects (Georgia)’s iShares TIPS Bond ETF TIP Stock Holding History

Financial Architects (Georgia)’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	$3.34M	Buy	+32,090	New	+$3.43M	1.71%	12
2026 Q1	–	Sell	-5,450	Closed	-$599K	–	29
2025 Q4	$599K	Buy	+5,450	New	+$605K	0.32%	17
2025 Q2	–	Sell	-4,985	Closed	-$554K	–	28
2025 Q1	$554K	Sell	4,985 -210	-4%	-$22.8K	0.35%	16
2024 Q4	$554K	Sell	5,195 -1,340	-21%	-$145K	0.35%	18
2024 Q3	$722K	Buy	6,535 +250	+4%	+$27.2K	0.47%	15
2024 Q2	$671K	Buy	6,285 +4,030	+179%	+$428K	0.46%	15
2024 Q1	$242K	Buy	+2,255	New	+$241K	0.17%	23

Other funds holding TIP

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

DRW Securities Chicago, Illinois $170B AUM 11.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

GenTrust Miami, Florida $2.65B AUM 11.42% 1-Year Est. Return

Financial Architects (Georgia)'s TIP Position: Q3 2026 in Review

Financial Architects (Georgia) opened a new position in iShares TIPS Bond ETF (TIP) in Q3 2026: 32,090 shares worth $3.34M. The stake represents 1.71% of the portfolio and ranks #12 among its holdings. This is a return to the name: Financial Architects (Georgia) previously reported a position in TIP as recently as Q4 2025.

Financial Architects (Georgia) first reported a position in TIP in Q1 2024 and has held it in 7 quarters since. 849 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

Financial Architects (Georgia) held 32,090 shares of iShares TIPS Bond ETF worth $3.34M as of Q3 2026.
iShares TIPS Bond ETF was a new Financial Architects (Georgia) position in Q3 2026.
iShares TIPS Bond ETF made up 1.71% of Financial Architects (Georgia)'s portfolio in Q3 2026, its #12 holding.
Financial Architects (Georgia) first reported a position in iShares TIPS Bond ETF in Q1 2024 and has held it in 7 quarters since.
849 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Financial Architects (Georgia)'s 13F filing for Q3 2026, filed 13 Oct 2026.