Financial Network Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Financial Network Wealth Advisors’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	$184K	Buy	1,764 +36	+2%	+$3.85K	0.18%	105
2026 Q2	$189K	Buy	1,728 +122	+8%	+$13.5K	0.19%	104
2026 Q1	$177K	Sell	1,606 -2	-0.1%	-$221	0.18%	104
2025 Q4	$177K	Buy	1,608 +106	+7%	+$11.8K	0.18%	99
2025 Q3	$167K	Sell	1,502 -892	-37%	-$98.5K	0.18%	103
2025 Q2	$263K	Sell	2,394 -6,827	-74%	-$745K	0.32%	65
2025 Q1	$1.02M	Buy	9,221 +6,728	+270%	+$731K	1.35%	12
2024 Q4	$266K	Sell	2,493 -5,858	-70%	-$634K	0.49%	40
2024 Q3	$923K	Buy	8,351 +2,870	+52%	+$312K	0.76%	27
2024 Q2	$585K	Buy	5,481 +927	+20%	+$98.6K	0.44%	52
2024 Q1	$489K	Sell	4,554 -196	-4%	-$20.9K	0.49%	58
2023 Q4	$511K	Buy	+4,750	New	+$497K	0.54%	47

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

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

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

Financial Network Wealth Advisors's TIP Position: Q3 2026 in Review

Financial Network Wealth Advisors increased its iShares TIPS Bond ETF (TIP) stake by 2.1% in Q3 2026, buying an estimated $3.85K and bringing the position to 1,764 shares worth $184K. The position accounts for 0.18% of the portfolio, ranked #105.

Financial Network Wealth Advisors first reported a position in TIP in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.02M in Q1 2025. 418 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

Financial Network Wealth Advisors held 1,764 shares of iShares TIPS Bond ETF worth $184K as of Q3 2026.
Financial Network Wealth Advisors bought 36 iShares TIPS Bond ETF shares in Q3 2026, an estimated $3.85K.
iShares TIPS Bond ETF made up 0.18% of Financial Network Wealth Advisors's portfolio in Q3 2026, its #105 holding.
Financial Network Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 12 quarters since.
Financial Network Wealth Advisors's iShares TIPS Bond ETF position peaked at $1.02M in Q1 2025.
418 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.