Forteris Wealth Management
TIP icon

Forteris Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Forteris Wealth Management’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 		$2.21M Buy
21,226
+645
+3% +$69K 1.83% 22
2026
Q2 		$2.25M Buy
20,581
+890
+5% +$98.4K 1.84% 20
2026
Q1 		$2.17M Buy
19,691
+2,765
+16% +$306K 2.08% 18
2025
Q4 		$1.86M Buy
+16,926
New +$1.88M 1.83% 19

Other funds holding TIP

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
GenTrust
GenTrust Miami, Florida $2.65B AUM 11.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Viewpoint Investment Partners
Viewpoint Investment Partners Calgary, Alberta, Canada $319M AUM 12.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Forteris Wealth Management's TIP Position: Q3 2026 in Review

Forteris Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 3.1% in Q3 2026, buying an estimated $69K and bringing the position to 21,226 shares worth $2.21M. The position accounts for 1.83% of the portfolio, ranked #22.

Forteris Wealth Management first reported a position in TIP in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.25M in Q2 2026. 592 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Forteris Wealth Management held 21,226 shares of iShares TIPS Bond ETF worth $2.21M as of Q3 2026.
  • Forteris Wealth Management bought 645 iShares TIPS Bond ETF shares in Q3 2026, an estimated $69K.
  • iShares TIPS Bond ETF made up 1.83% of Forteris Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Forteris Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Forteris Wealth Management's iShares TIPS Bond ETF position peaked at $2.25M in Q2 2026.
  • 592 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Forteris Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.