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

Gilpin 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 		$220K Sell
2,112
-101
-5% -$10.8K 0.15% 124
2026
Q2 		$242K Sell
2,213
-100
-4% -$11.1K 0.17% 116
2026
Q1 		$255K Sell
2,313
-330
-12% -$36.5K 0.2% 102
2025
Q4 		$290K Buy
+2,643
New +$293K 0.23% 92

Other funds holding TIP

KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

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

Gilpin Wealth Management reduced its iShares TIPS Bond ETF (TIP) stake by 4.6% in Q3 2026, selling an estimated $10.8K and leaving 2,112 shares worth $220K. The position accounts for 0.15% of the portfolio, ranked #124.

Gilpin Wealth Management first reported a position in TIP in Q4 2025 and has held it in 4 quarters since. The position peaked at $290K in Q4 2025. 48 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Gilpin Wealth Management held 2,112 shares of iShares TIPS Bond ETF worth $220K as of Q3 2026.
  • Gilpin Wealth Management sold 101 iShares TIPS Bond ETF shares in Q3 2026, an estimated $10.8K.
  • iShares TIPS Bond ETF made up 0.15% of Gilpin Wealth Management's portfolio in Q3 2026, its #124 holding.
  • Gilpin Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's iShares TIPS Bond ETF position peaked at $290K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.