Golden State Equity Partners
TIP icon

Golden State Equity Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Golden State Equity Partners’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 		$1.53M Buy
+14,683
New +$1.57M 0.09% 246
2026
Q2 		– Sell
-12,009
Closed -$1.33M – 1608
2026
Q1 		$1.33M Buy
12,009
+9,830
+451% +$1.09M 0.1% 233
2025
Q4 		$240K Sell
2,179
-4,082
-65% -$453K 0.04% 442
2025
Q3 		$696K Buy
6,261
+498
+9% +$55K 0.12% 206
2025
Q2 		$634K Buy
5,763
+194
+3% +$21.2K 0.12% 213
2025
Q1 		$619K Buy
+5,569
New +$605K 0.12% 206
2024
Q4 		– Sell
-55
Closed -$6.08K – 839
2024
Q3 		$6.08K Buy
+55
New +$5.98K ﹤0.01% 749
2022
Q1 		– Sell
-6,252
Closed -$808K – 219
2021
Q4 		$808K Buy
6,252
+2,018
+48% +$260K 0.41% 60
2021
Q3 		$541K Sell
4,234
-20
-0.5% -$2.58K 0.22% 109
2021
Q2 		$545K Buy
4,254
+657
+18% +$83.5K 0.21% 117
2021
Q1 		$451K Sell
3,597
-20
-0.6% -$2.53K 0.26% 96
2020
Q4 		$461K Buy
+3,617
New +$456K 0.32% 86

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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
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 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

Golden State Equity Partners's TIP Position: Q3 2026 in Review

Golden State Equity Partners opened a new position in iShares TIPS Bond ETF (TIP) in Q3 2026: 14,683 shares worth $1.53M. The stake represents 0.09% of the portfolio and ranks #246 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in TIP as recently as Q1 2026.

Golden State Equity Partners first reported a position in TIP in Q4 2020 and has held it in 12 quarters since. 652 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Golden State Equity Partners held 14,683 shares of iShares TIPS Bond ETF worth $1.53M as of Q3 2026.
  • iShares TIPS Bond ETF was a new Golden State Equity Partners position in Q3 2026.
  • iShares TIPS Bond ETF made up 0.09% of Golden State Equity Partners's portfolio in Q3 2026, its #246 holding.
  • Golden State Equity Partners first reported a position in iShares TIPS Bond ETF in Q4 2020 and has held it in 12 quarters since.
  • 652 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.