Guardian Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Guardian 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	$461K	Buy	4,430 +1,130	+34%	+$121K	0.04%	163
2026 Q2	$361K	Sell	3,300 -1	-0%	-$111	0.03%	165
2026 Q1	$362K	Buy	3,301 +1	+0%	+$111	0.03%	161
2025 Q4	$361K	Sell	3,300 -67,316	-95%	-$7.47M	0.03%	175
2025 Q3	$7.85M	Hold	70,616	–	–	0.66%	55
2025 Q2	$7.74M	Sell	70,616 -14,079	-17%	-$1.54M	0.7%	49
2025 Q1	$9.25M	Buy	84,695 +12,542	+17%	+$1.36M	0.96%	36
2024 Q4	$7.69M	Buy	+72,153	New	+$7.81M	0.78%	46

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

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

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Guardian Partners's TIP Position: Q3 2026 in Review

Guardian Partners increased its iShares TIPS Bond ETF (TIP) stake by 34% in Q3 2026, buying an estimated $121K and bringing the position to 4,430 shares worth $461K. The position accounts for 0.04% of the portfolio, ranked #163.

Guardian Partners first reported a position in TIP in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.25M in Q1 2025. 443 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

Guardian Partners held 4,430 shares of iShares TIPS Bond ETF worth $461K as of Q3 2026.
Guardian Partners bought 1,130 iShares TIPS Bond ETF shares in Q3 2026, an estimated $121K.
iShares TIPS Bond ETF made up 0.04% of Guardian Partners's portfolio in Q3 2026, its #163 holding.
Guardian Partners first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 8 quarters since.
Guardian Partners's iShares TIPS Bond ETF position peaked at $9.25M in Q1 2025.
443 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.