Fischer Financial Services’s iShares TIPS Bond ETF TIP Stock Holding History

Fischer Financial Services’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	$12.1M	Buy	116,509 +2,889	+3%	+$309K	2.98%	11
2026 Q2	$12.4M	Buy	113,620 +2,829	+3%	+$313K	3.12%	11
2026 Q1	$12.2M	Buy	110,791 +1,597	+1%	+$177K	4.11%	8
2025 Q4	$12M	Buy	109,194 +1,588	+1%	+$176K	3.18%	11
2025 Q3	$12M	Buy	107,606 +1,590	+1%	+$176K	3.22%	10
2025 Q2	$11.7M	Buy	106,016 +2,803	+3%	+$306K	3.43%	9
2025 Q1	$11.5M	Buy	103,213 +15,351	+17%	+$1.67M	3.69%	9
2024 Q4	$9.36M	Buy	+87,862	New	+$9.5M	2.95%	12

Other funds holding TIP

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

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 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

Fischer Financial Services's TIP Position: Q3 2026 in Review

Fischer Financial Services increased its iShares TIPS Bond ETF (TIP) stake by 2.5% in Q3 2026, buying an estimated $309K and bringing the position to 116,509 shares worth $12.1M. The position accounts for 2.98% of the portfolio, ranked #11.

Fischer Financial Services first reported a position in TIP in Q4 2024 and has held it in 8 quarters since. The position peaked at $12.4M in Q2 2026. 498 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

Fischer Financial Services held 116,509 shares of iShares TIPS Bond ETF worth $12.1M as of Q3 2026.
Fischer Financial Services bought 2,889 iShares TIPS Bond ETF shares in Q3 2026, an estimated $309K.
iShares TIPS Bond ETF made up 2.98% of Fischer Financial Services's portfolio in Q3 2026, its #11 holding.
Fischer Financial Services first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 8 quarters since.
Fischer Financial Services's iShares TIPS Bond ETF position peaked at $12.4M in Q2 2026.
498 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Fischer Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.